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Profile

Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet’s portfolio management consultants provide research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation, which is reported in the firm's data and analytics segment. In 2019, Envestnet acquired MoneyGuidePro to bolster its financial planning tools.
URL https://www.envestnet.com
Investor Relations URL https://investor.envestnet.com
HQ State/Province Illinois
Sector Information Technology
Industry Software
Equity Style Small Cap/Blend
Next Earnings Release May. 07, 2024
Last Earnings Release Feb. 22, 2024
Next Ex-Dividend Date N/A
Last Ex-Dividend Date Sep. 16, 2011

Profile

Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet’s portfolio management consultants provide research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation, which is reported in the firm's data and analytics segment. In 2019, Envestnet acquired MoneyGuidePro to bolster its financial planning tools.
URL https://www.envestnet.com
Investor Relations URL https://investor.envestnet.com
HQ State/Province Illinois
Sector Information Technology
Industry Software
Equity Style Small Cap/Blend
Next Earnings Release May. 07, 2024
Last Earnings Release Feb. 22, 2024
Next Ex-Dividend Date N/A
Last Ex-Dividend Date Sep. 16, 2011