63.14
+(+%)
Currency In USD
Address
35 East Wacker Drive
Chicago, IL 60601
United States of America
Phone
312 827 2800
Website
Sector
Technology
Industry
Software - Application
Employees
3069
First IPO Date
July 29, 2010
Name | Title | Pay | Year Born |
Mr. James Lawrence Fox | Interim Chief Executive Officer & Chairman | 88,250 | 1952 |
Ms. Shelly S O'Brien J.D. | Chief Legal Officer, General Counsel & Corporate Secretary | 734,383 | 1966 |
Mr. William C. Crager | Co-Founder & Strategic Advisor | 1.36M | 1964 |
Mr. Joshua B. Warren | Chief Financial Officer | 1.44M | 1980 |
Ms. Dana Marie D'Auria C.F.A. | Co-Chief Investment Officer & Group President of Envestnet Solutions | 0 | 1977 |
Grace Wagner | Director of Investor Relations | 0 | N/A |
Ms. Sharon Rosenthal | Chief Human Resources Officer | 0 | N/A |
Mr. Matthew J. Majoros | Senior Vice President of Financial Reporting | 0 | 1966 |
Mr. Andrew Stavaridis | Chief Relationship Officer & Group Head of Wealth Solutions Distribution | 0 | N/A |
Ms. Molly Weiss | Group President of Wealth Management Platform | 0 | N/A |
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. It also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.