Investor Overview

In Memoriam
Jud Bergman
Chairman and Chief Executive Officer

It is with immeasurable sadness that we share the news that Jud Bergman, our Chairman and Chief Executive Officer, passed away as the result of a terrible car accident on Thursday, Oct. 3. His wife, Mary Miller, also sadly perished in this tragedy. As Envestnet’s founder, Jud was a remarkable leader whose vision, brilliance and drive built the foundation for Envestnet’s success.

We extend our most heartfelt condolences to Jud and Mary’s family. Our thoughts are with them at this most difficult time. Jud’s spirit will forever be the foundation of Envestnet.

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Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. More »

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Date Title  
Toggle Summary Envestnet Shares News of Sudden Passing of CEO Jud Bergman
  Bill Crager Appointed Interim CEO     CHICAGO --(BUSINESS WIRE)--Oct. 4, 2019-- Envestnet, Inc. (NYSE: ENV) today issued the following statement: “It is with immeasurable sadness that we share the news that Judson Bergman , our Chairman and Chief Executive Officer, passed away today in San
Toggle Summary Envestnet | Yodlee Unveils New Vision for Creating Hyper-Personalized Consumer Experiences at FinovateFall, Powering Next Generation of Financial Wellness Tools
Forthcoming Envestnet | Yodlee Financial Insights API will enable financial service providers to deliver more meaningful insights to their customers     REDWOOD CITY, Calif. , Oct. 3, 2019 /PRNewswire/ --  Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform for
Toggle Summary Envestnet | MoneyGuide and Riskalyze Expand Partnership Launching The Risk Number® Block
The most recent addition to MyBlocks provides a seamless connection from Riskalyze to the MoneyGuide suite     BOSTON , Oct. 2, 2019 /PRNewswire/ --  Envestnet | MoneyGuide , the creator of leading financial planning software, MoneyGuidePro ® , today announced a MyBlocks integration with Riskalyze
Toggle Summary Envestnet | Tamarac to Provide Tamarac Reporting® and Trading® Technology to Rockbridge Investment Management
Firm to use Tamarac Trading and Reporting to streamline back-end processes and help drive business growth CHICAGO , Sept. 18, 2019 /PRNewswire/ -- Envestnet | Tamarac announced today a partnership with Syracuse, N.Y. -based Rockbridge Investment Management to provide reporting and trading

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