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Envestnet, Inc(ENV)

Description: Envestnet, Inc., together with its subsidiaries, provides wealth management software and services to financial advisors and institutions in the United States and internationally. The company offers Advisor Suite, a platform of integrated and Internet-based technology applications and related services that provide portfolio diagnostics, proposal generation, investment model management, rebalancing and trading, portfolio performance reporting and monitoring solutions, billing, and back-office and middle-office operations and administration. Its wealth management software unifies the applications and services advisors use to manage their practice and advise their clients, including financial planning; capital markets assumptions; asset allocation guidance; research and due diligence on investment managers and funds; portfolio management, trading, and rebalancing; multi-custodial, aggregated performance reporting; and billing calculation and administration. The company also offers Envestnet | PMC investment solutions and products that include managed account and multi-manager portfolios, mutual fund portfolios, and exchange traded fund (ETF) portfolios; Prima Premium Research comprising research and due diligence on investment managers, mutual funds, ETFs, and liquid alternatives funds; and consulting services. In addition, it provides Envestnet | Tamarac, a portfolio accounting, rebalancing, trading, performance reporting, and client relationship management software principally for high-end registered investment advisors; and reporting solutions software that aggregates and manages investment data, provides performance reporting and benchmarking, and gives advisors a view of clients' various investments. The company sells its products and services directly to the individual financial advisors of broker dealers and registered investment advisor firms. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.


Keywords: Exchange Traded Fund Investment Management Portfolio Management Investment Solutions Financial Advisors Broker Dealer

Home Page: www.envestnet.com

ENV Technical Analysis

1000 Chesterbrook Boulevard
Berwyn, PA 19312
United States
Phone: 312-827-2800


Officers

Name Title
Mr. William C. Crager Co-Founder, CEO & Director
Mr. Peter H. D'Arrigo CFA Chief Financial Officer
Ms. Shelly S. O'Brien J.D. Chief Legal Officer, Gen. Counsel & Corp. Sec.
Mr. Joshua David Mayer Chief Operating Officer
Ms. Dana Marie D'Auria C.F.A. Co-Chief Investment Officer & Group Pres of Envestnet Solutions
Mr. Robert Michael Coppola Chief Technology Officer
Mr. Brian S. Shipman CFA Head of Investor Relations
Mr. Jason O'Shaughnessy Head of International Sales
Ms. Mary Ellen Dugan Chief Marketing Officer
Ms. Sharon Rosenthal Chief HR Officer

Exchange: NYSE

Country: US

Currency: US Dollar ($)

GIC Sector: Information Technology
GIC Group: Software & Services
GIC Industry: Software
GIC Sub-Industry: Application Software
Forward PE: 27.8552
Trailing PE: 0
Price-to-Book MRQ: 3.5992
Price-to-Sales TTM: 2.6074
IPO Date: 2010-07-29
Fiscal Year End: December
Full Time Employees: 4375
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