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.
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 |