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Company Description

Contact Info

35 East Wacker Drive

Suite 2400

Chicago, IL 60601

United States

Phone: 312-827-2800

Fax: 312-827-2801

Envestnet, Inc. provides financial and wealth management technology and services to financial advisors, investors and financial service providers. The company provides unified wealth management technology and services. As of December 31, 2015, approximately 47,000 advisors used the company’s technology platforms, supporting approximately 3.5 million investor accounts. Segments The company operates through two segments, Envestnet and Envestnet | Yodlee (Yodlee, Inc.). Envestnet segment This segment provides unified wealth management software and services empowering financial advisors and institutions. Envestnet empowers financial advisors to deliver fee-based advice to their clients. The company works with both independent registered investment advisors (RIAs), as well as advisors associated with financial institutions (FIs), such as broker-dealers and banks. The services that the company offers and markets to financial advisors address advisors’ ability to improve their practice, as well as to operate efficiently—the Envestnet platforms span the various elements of the wealth management process, from the initial meeting an advisor has with a prospective client to the ongoing day-to-day operations of managing an advisory practice. The company’s centrally-hosted technology platforms, which it refers to as having ‘open architecture’ because of their flexibility, provides financial advisors with access to a series of integrated services to help them serve their clients. These services include risk assessment and selection of investment strategies and solutions, asset allocation models, research and due diligence, portfolio construction, proposal generation and paperwork preparation, model management and account rebalancing, account monitoring, customized fee billing, overlay services covering asset allocation, tax management and socially responsible investing, aggregated multi-custodian performance reporting and communication tools, as well as access to a range of major third-party asset custodians. The company offers these solutions principally through the following product and services suites: Envestnet | Advisor Suite empowers advisors to provide client outcomes and strengthen their practice. The company’s cloud based platform unifies the applications and services advisors use to manage their practice and advise their clients, including data aggregation; financial planning; capital markets assumptions; asset allocation guidance; research and due diligence on investment managers and funds; portfolio management, trading and rebalancing; multi-custodial, aggregated performance reporting; and billing calculation and administration. Envestnet | PMC, the company’s Portfolio Management Consultants (PMC) group primarily engages in research and consulting services aimed at providing financial advisors with additional support in addressing their clients’ needs, as well as the creation of investment solutions and products. Envestnet | PMC’s investment solutions and products include managed account and multi-manager portfolios, mutual fund portfolios and exchange traded funds (ETF) portfolios. Envestnet | PMC offers Prima Premium Research, comprising institutional-quality research and due diligence on investment managers, mutual funds, ETFs and liquid alternatives funds. Envestnet | PMC also offers overlay services, including patented portfolio overlay and tax optimization services. Envestnet | Tamarac provides major portfolio accounting, rebalancing, trading, performance reporting and client relationship management (CRM) software, principally to high-end RIAs. Envestnet | Retirement Solutions (ERS (Envestnet Retirement Solutions, LLC)) offers a suite of services designed specifically for retirement plan professionals. With the company’s integrated technology, ERS addresses the regulatory, data, and investment needs of retirement plans and delivers the information holistically. Envestnet | Vantage provides enterprise data solutions for FIs, aggregates and manages investment data, and provides multi-custodial consolidated performance reporting and benchmarking, giving clients a view of all holding


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