Stock ENV ENVESTNET, INC.
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Governance Envestnet, Inc.

Stocks

ENV

US29404K1060

Software

Executive Committee: Envestnet, Inc.

Manager
Positions heldSince
Christopher Todd

Christopher Todd

56 year

Chief Executive Officer 2024-12-31
Shelly O'Brien

Shelly O'Brien

60 year

General Counsel 2001-12-31
Corporate Secretary 2001-12-31
John Hofmann

John Hofmann

51 year

Director of Finance/CFO 2025-08-31
Sue Burton

Sue Burton

Sales & Marketing 2025-12-31
Katie Evans

Katie Evans

Chief Operating Officer -
Bhaskar Peddhapati

Bhaskar Peddhapati

Chief Tech/Sci/R&D Officer 2025-09-30

Composition of the Board of Directors: Envestnet, Inc.

Director
CommitteesSince
James Fox

James Fox

74 year

Audit Committee 2020-03-29
Governance Committee 2020-03-29
Nominating Committee 2020-03-29
Compensation Committee Chair 2020-03-29
Audit Committee Chair
Philip Loughlin

Philip Loughlin

58 year

Audit Committee 2010-07-18
HR Committee Chair 2015-12-31

Latest Appointments: Envestnet, Inc.

05-12 Envestnet, Inc. Promotes David Kamerman as Head of Canadian Business Development CI
02-19 Envestnet Appoints Rich Friedberg as Chief Information Security Officer CI
02-02 Envestnet, Inc. Announces Appointment of Jonathan Linstra as Chief Growth Officer CI
01-07 Envestnet, Inc. Appoints Sue Burton as Chief Marketing Officer CI
25-10-23 Envestnet, Inc. Appoints Bhaskar Peddhapati as Chief Technology Officer CI
25-07-14 Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer, effective July 14, 2025 CI
25-06-02 Envestnet Appoints Sean Meighan as Head of RIA Distribution CI
More news

Former Officers and Directors: Envestnet, Inc.

Insider
Positions held
SinceUntil
Joshua Warren
Joshua Warren
Director/Board Member 2024-11-24 2025-08-31
Director of Finance/CFO 2023-11-14 2025-08-31
Treasurer 2024-11-24 2025-08-31
Sharon Rosenthal
Sharon Rosenthal
Human Resources Officer 2013-04-30 2025-02-28
Lauren Taylor Wolfe
Lauren Taylor Wolfe
Director/Board Member 2023-03-26 2024-11-24
Independent Dir/Board Member 2023-03-26 2024-11-24
Gayle Crowell
Gayle Crowell
Director/Board Member 2016-03-28 2024-11-24
Independent Dir/Board Member 2016-03-28 2024-11-24
Gregory Smith
Gregory Smith
Director/Board Member 2015-02-03 2024-11-24
Independent Dir/Board Member 2015-02-03 2024-11-24
Luis Aguilar
Luis Aguilar
Director/Board Member 2016-03-28 2024-11-24
Independent Dir/Board Member 2016-03-28 2024-11-24
Barbara Turner
Barbara Turner
Director/Board Member 2023-03-21 2024-11-24
Independent Dir/Board Member 2023-03-21 2024-11-24
Valerie Mosley
Valerie Mosley
Director/Board Member 2018-10-24 2024-11-24
Independent Dir/Board Member 2018-10-24 2024-11-24
Richard Aneser
Richard Aneser
Corporate Officer/Principal - 2024-08-31
Wendy Lane
Wendy Lane
Director/Board Member 2023-03-26 2024-05-07
Independent Dir/Board Member 2023-03-26 2024-05-07
Robert Coppola
Robert Coppola
Chief Tech/Sci/R&D Officer 2021-06-29 2024-04-30
Dani Fava
Dani Fava
Corporate Officer/Principal 2020-07-27 2024-03-31
Bill Crager
Bill Crager
Director/Board Member 2020-03-29 2024-03-30
Chief Executive Officer 2019-10-02 2024-03-30
Founder 1998-12-31 2024-03-30
President 2001-12-31 2020-03-29
Joshua David Mayer
Joshua David Mayer
Chief Operating Officer 2003-12-31 2023-11-30
Peter D'Arrigo
Peter D'Arrigo
Director of Finance/CFO 2007-12-31 2023-11-14
Dawn Newsome
Dawn Newsome
Corporate Officer/Principal 2021-10-31 2023-08-31
Mary Ellen Dugan
Mary Ellen Dugan
Sales & Marketing 2021-03-23 2023-08-31
Ross Chapin
Ross Chapin
Director/Board Member 2020-03-29 2023-06-14
Chairman 2019-10-02 2020-03-29
Independent Dir/Board Member 2011-07-28 2023-06-14
Brian Shipman
Brian Shipman
Investor Relations Contact 2021-04-30 2023-02-28
Debra DeVoe
Debra DeVoe
Compliance Officer - 2022-09-30
Chris Shutler
Chris Shutler
Corporate Officer/Principal 2021-04-14 2022-06-30
Stuart DePina
Stuart DePina
President 2020-03-29 2022-06-29
Dana Marie D'Auria
Dana Marie D'Auria
Chief Investment Officer 2020-09-28 2022-05-31
Jason O'Shaughnessy
Jason O'Shaughnessy
Sales & Marketing 2020-11-08 2022-03-31
Laura Morgan
Laura Morgan
Director/Board Member 2016-09-30 2022-02-28
Robert Guilfoyle
Robert Guilfoyle
Corporate Officer/Principal - 2021-12-31
Anil Arora
Anil Arora
Director/Board Member 2015-10-31 2021-10-27
Chief Executive Officer 2015-10-31 2019-02-27
Matt Stroh
Matt Stroh
Public Communications Contact - 2021-06-30
Scott Grinis
Scott Grinis
Chief Tech/Sci/R&D Officer 2003-12-31 2021-06-29
Jason McBride
Jason McBride
Private Equity Investor 2019-01-31 2021-02-28
Frank J. Coates
Frank J. Coates
Corporate Officer/Principal 2015-12-31 2020-12-31
Donna N. Peeples
Donna N. Peeples
Corporate Officer/Principal 2020-10-27 -
Charles M. Roame
Charles M. Roame
Director/Board Member 2011-08-02 2020-08-31
Independent Dir/Board Member 2011-08-02 2020-08-31
Estee Faranda
Estee Faranda
Corporate Officer/Principal 2015-02-28 2019-12-31
Babu Sivadasan
Babu Sivadasan
Corporate Officer/Principal 2010-07-29 2019-11-30
Jud Bergman
Jud Bergman
Chief Executive Officer 1998-12-31 2019-10-02
Chairman 1998-12-31 2019-10-02
Founder 1998-12-31 2019-10-02
James A. Johnson
James A. Johnson
Director/Board Member 2010-07-29 2018-05-09
Independent Dir/Board Member 2011-08-31 2018-05-09
Kelly Michel
Kelly Michel
Sales & Marketing 2016-09-28 -
Yves Sisteron
Yves Sisteron
Director/Board Member 2010-07-29 2016-05-10
Independent Dir/Board Member 2003-12-31 2016-05-10
Cynthia Egan
Cynthia Egan
Director/Board Member 2013-08-05 2016-03-28
Independent Dir/Board Member 2013-08-05 2016-03-28
John Phoenix
John Phoenix
Sales & Marketing - 2015-12-31
Patrick Hackett
Patrick Hackett
Director/Board Member 2007-12-31 2015-10-30
Oleg Tishkevich
Oleg Tishkevich
Corporate Officer/Principal 2015-05-05 -
Matt McGinness
Matt McGinness
Corporate Officer/Principal 2015-04-14 -
Chris Curtis
Chris Curtis
Treasurer 2010-07-29 2015-02-28
Investor Relations Contact 2016-03-31 2021-02-28
Gates Helms Hawn
Gates Helms Hawn
Director/Board Member 2010-07-29 2015-02-03
Independent Dir/Board Member 2011-08-31 2015-02-03
Zachary Karabell
Zachary Karabell
Corporate Officer/Principal 2013-11-10 -
Paul Koontz
Paul Koontz
Director/Board Member 2010-07-29 2013-10-30
Independent Dir/Board Member 2003-12-31 2013-10-30
Marion Asnes
Marion Asnes
Sales & Marketing 2011-03-23 2013-10-08
Tom Secker
Tom Secker
Corporate Officer/Principal - -
Matt Hersh
Matt Hersh
Corporate Officer/Principal 2008-09-30 2012-03-30
Charles Tennant
Charles Tennant
Chief Operating Officer 2010-07-29 2011-08-14
William Rubino
William Rubino
Director of Finance/CFO 2007-12-31 2007-12-31
Bill Elmore
Bill Elmore
Director/Board Member 2005-12-31 2006-12-31
Karen McCue
Karen McCue
Corporate Officer/Principal 2010-07-29 -
Brandon Rockwell Thomas
Brandon Rockwell Thomas
Chief Investment Officer - -
Founder 1998-12-31 -
Corporate Officer/Principal 2011-03-23 2011-03-23
James Lumberg
James Lumberg
Founder 1998-12-31 -
Corporate Officer/Principal 2010-08-01 -
Richard Kevin Dion
Richard Kevin Dion
Corporate Officer/Principal - -
Ron Ransom
Ron Ransom
Corporate Officer/Principal - -
Viggy Mokkarala
Viggy Mokkarala
Corporate Officer/Principal - -
Michael Apker
Michael Apker
Chief Operating Officer - -
Timothy S. Stearns
Timothy S. Stearns
Compliance Officer 2012-07-24 -
General Counsel 2011-03-23 2012-07-24
Corporate Officer/Principal - -
John C. Yackel
John C. Yackel
Corporate Officer/Principal - -
John MacIlwaine
John MacIlwaine
Chief Tech/Sci/R&D Officer - -
Lincoln Ross
Lincoln Ross
Corporate Officer/Principal - -
Sales & Marketing - -
Matthew Majoros
Matthew Majoros
Comptroller/Controller/Auditor - -
Lori Hardwick
Lori Hardwick
Corporate Officer/Principal - -
Mohan P. Ananda
Mohan P. Ananda
Director/Board Member - -
Founder - -
John D. Harris
John D. Harris
Sales & Marketing - -

Age distribution of managers

Parity Men Women

Male9
Female4

Of which Executive Committee

Male3
Female3

Of which Directors

Male2
Female0

Revisions

Recommandations analystes
-
Évolution recommandations analystes 1 an
-
Évolution recommandations analystes 4 mois
-
Objectif analystes
-
Évolution objectif analystes 1 an
-
Évolution objectif analystes 4 mois
-
ESG MSCI

ESG MSCI

Environnement
Social
Gouvernance
Polémique
Controverses Ethiques
No
Controverses sur les droits de l'Homme
No
Controverses Subventions fiscales
No
Conforme à la finance Islamique
-

Company Profile

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
Sector
Software
More about the company

Departures of Key Persons

Bill Crager
-
Bill Crager

Ross Chapin
-
Ross Chapin

Chairman

2019-10-02 2020-03-29

Anil Arora
-
Anil Arora

Chief Executive Officer

2015-10-31 2019-02-27

Jud Bergman
-
Jud Bergman

Chief Executive Officer

1998-12-31 2019-10-02

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