Description: Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. This segment also provides Envestnet | Workplace Solutions which offers a suite of services for advisor-sold retirement plans; Envestnet | PMC that offer research and consulting services to assist advisors in creating investment solutions, and portfolio overlay and tax optimization services; and Envestnet | Billing Solutions which provides revenue management and hosted fee-billing solutions. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, analytics, and digital experiences platform that provides clients and their account holders with data connectivity via open APIs, data enrichment, AI-based analytics, and digital experiences. It serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, financial technology innovators, financial advisory firms, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania. As of November 25, 2024, Envestnet, Inc. was taken private.
Home Page: www.envestnet.com
1000 Chesterbrook Boulevard
Berwyn,
PA
19312
United States
Phone:
312 827 2800
Officers
| Name | Title |
|---|---|
| Mr. James Lawrence Fox | Interim CEO & Chairman |
| Mr. William C. Crager | Co-Founder & Strategic Advisor |
| Mr. Joshua B. Warren | Chief Financial Officer |
| Ms. Shelly S O'Brien J.D. | Chief Legal Officer, General Counsel & Corporate Secretary |
| Ms. Dana Marie D'Auria C.F.A. | Co-Chief Investment Officer & Group President of Envestnet Solutions |
| Grace Wagner | Director of Investor Relations |
| Ms. Sharon Rosenthal | Chief Human Resources Officer |
| Mr. Matthew J. Majoros | Senior Vice President of Financial Reporting |
| Mr. Andrew Stavaridis | Chief Relationship Officer & Group Head of Wealth Solutions Distribution |
| Ms. Molly Weiss | Group President of Wealth Management Platform |
Exchange: F
Country: DE : Germany
Currency: Euro (€)
| GIC Sector: | Information Technology |
|---|---|
| GIC Group: | Software & Services |
| GIC Industry: | Software |
| GIC Sub-Industry: | Application Software |
| Forward PE: | 17.301 |
|---|---|
| Trailing PE: | 0 |
| Price-to-Book MRQ: | 6.5528 |
| Price-to-Sales TTM: | 2.4769 |
| IPO Date: | |
| Fiscal Year End: | December |
| Full Time Employees: | 3069 |