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Envestnet Inc

  • Ticker ENV
    Exchange NYSE More
  • Industry Business Services More
  • Sector Services More
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  • 1001-5000 Employees
  • Based in Chicago, Illinois
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services to independent financial advisors and financial institutions in the United States and internationally. Its wealth management software unifies the applications and services advisors use to manage their practice and advise their clients, including financial planning; capital markets assumptionsMore; asset allocation guidance; research and due diligence on investment managers and funds; portfolio management, trading, and rebalancing; multi-custodial and aggregated performance reporting; and billing calculation and administration.
REPORT RATINGS
4.8 / 5.0 (106)

Envestnet Inc reports have an aggregate usefulness score of 4.8 based on 106 reviews.

Envestnet Inc

Most Recent Annual Report

Envestnet Inc
MOST RECENT 2023 Annual Report and Form 10K

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