09-17 Envestnet Announces Enhancements to Wealth Data Platform with Expanded Benchmarking, Advisor Opportunity Intelligence, and New Portfolio Insights CI
09-15 Envestnet Strengthens Wealth Management Platform With New Interactive Dashboard, UMP Configuration Tools, And Expanded Widget Library CI
09-15 Envestnet Announces Enhancements To Tamarac Platform As Part Of R3 2026 Release CI
09-15 Envestnet Announces Enhancements To MoneyGuide Platform With Further Planning Updates CI
09-09 Envestnet, Inc. entered into a definitive agreement to acquire Vestmark, Inc. CI
09-03 Envestnet Introduces Report Studio, Expands Custom Model Solutions, And Integrates MoneyGuide Into Tamarac Platform CI
07-10 TAPP Engine, Inc. and Envestnet, Inc. Enhances Digital Wealth Experiences for Credit Unions and Community Banks with Activepassive ETF Model Portfolios CI
07-09 Envestnet, Inc. and Vanguard Group, Inc. Collaborate to Deliver Tax-Efficient, Advisor-Centric Investment Solutions CI
06-10 Subscribe and Envestnet Establish Strategic Partnership to Incorporate Alternatives Within Unified Managed Accounts CI
05-20 Baird Partners with Envestnet to Accelerate Next-Gen Wealth Experience CI
05-20 Osaic Strengthens Partnership with Envestnet to Unify the Wealth Management Experience for Advisors CI
05-19 Envestnet Unveils AI-Driven Enhancements and Accelerates Financial Planning Integration for Advisors on Its Wealth Management Platform CI
05-19 Envestnet Introduces New Enhancements at Elevate 2026 CI
Manager TitleAgeSince
Chief Executive Officer 56 2024-12-31
Director of Finance/CFO 51 2025-08-31
Chief Tech/Sci/R&D Officer - 2025-09-30
Director TitleAgeSince
Chairman 74 2020-03-29
Director/Board Member 58 -
Date Insider Type Main position Quantity % Market Cap. Importance
11/25/24 Issuer sale

Director

39,204 0.0710%
11/25/24
Impactive Capital LP
Issuer saleCompany 4,188,871 7.5824%
11/25/24 Issuer sale

Controller/Auditor

14,996 0.0271%
Change 5-day change 1-year change 3-year change Capi.($)
+0.08%+0.10% - - 3.49B
-1.17%+2.07%-53.44%+34.92% 451B
+1.94%-0.57%-17.99%+49.09% 241B
+1.95%-0.92%-25.33%+23.80% 142B
-1.52%+30.00%-49.96%+400.70% 64.29B
-0.82%-3.05%-31.25%+1.23% 41.73B
-3.22%-11.13%-42.59%-1.00% 19.75B
-1.16%-6.47%-23.33%+54.73% 17.14B
+0.42%+3.31%-27.82%+18.06% 13.83B
+2.70%-3.08%-19.56%+64.41% 12.48B
Average -0.11%+0.34%-32.36%+71.77% 111.42B
Weighted average by Cap. +0.00%+3.09%-38.31%+58.57%
Logo Envestnet, Inc.
Envestnet, Inc. is a provider of intelligent systems for wealth management and financial wellness. Its segments include Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software, services and solutions to empower financial advisors and institutions to enable them to deliver holistic advice to their clients. Envestnet Wealth Solutions offers products and services, including Envestnet Enterprise; Envestnet Wealth Analytics; Envestnet Tamarac; Envestnet MoneyGuide; Envestnet Workplace Solutions; Envestnet PMC, or Portfolio Management Consultants, and Envestnet Billing Solutions (Redi2). Envestnet Data & Analytics segment offers data aggregation, analytics and digital experiences platforms. Envestnet Data & Analytics provides clients and their account holders with data connectivity via open application programming interface, data enrichment, artificial intelligence-based analytics and digital experiences.
Employees
3,085
Trader
-
Investor
-
Global
-
Quality
-
ESG MSCI
AA
-40%: Exceptional extension
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