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Envestnet Inc
1000 Chesterbrook Boulevard, Suite 250
Phone: (312) 827-2800p:312 827-2800 BERWYN, PA  19312  United States Ticker: ENVENV

Business Summary
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.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
12/31/202312/31/2023YesYes--Yes

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board, Interim Chief Executive Officer James L.Fox 71 4/1/2024 2/4/2015
Director William C.Crager 59 3/31/2024 1/1/2002
Chief Financial Officer JoshuaWarren 11/15/2023 11/15/2023
5 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Harvest Savings & Wealth Technologies Inc. 60 E Sir Francis Drake Blvd Larkspur CA United States
Redi 2 Technologies Inc 1771 Broadway Oakland CA United States
Yodlee Inc. 3600 Bridge Pkwy Redwood City CA United States
6 additional Subsidiary records available in full report.

Business Names
Business Name
Abe AI Inc.
ENV
Envestnet Asset Management Canada, Inc.
40 additional Business Names available in full report.

General Information
Number of Employees: 3,100 (As of 12/31/2023)
Outstanding Shares: 54,788,793 (As of 2/23/2024)
Shareholders: 114
Stock Exchange: NYSE
Federal Tax Id: 201409613
Fax Number: (302) 655-5049


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Thursday, March 28, 2024