Last €30.93 EUR
Change Today -0.022 / -0.07%
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envestnet inc (30E) Snapshot

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09/9/14 - €36.14
52 Week Low
04/15/14 - €24.23
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envestnet inc (30E) Details

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 assumptions; 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. The company also offers Envestnet | PMC investment solutions and products that include managed account and multi-manager portfolios, mutual fund portfolios, and exchange traded fund (ETF) portfolios; Prima Premium Research comprising research and due diligence on investment managers, mutual funds, ETFs, and liquid alternatives funds; and consulting services. In addition, it provides Envestnet | Tamarac, a portfolio accounting, rebalancing, trading, performance reporting, and client relationship management software principally for high-end registered investment advisors; and Vantage Reporting Solution, a software that aggregates and manages investment data, provides performance reporting and benchmarking, and gives advisors a view of clients’ various investments. Further, the company offers Envestnet | WMS, which provides financial institutions access to an integrated wealth platform that enables to construct and manage portfolio solutions across an account life cycle, primarily in the area of unified managed account trading. The company sells its products and services to the individual financial advisors of broker dealers and registered investment advisor firms. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.

948 Employees
Last Reported Date: 03/17/14
Founded in 1999

envestnet inc (30E) Top Compensated Officers

Founder, Chairman and Chief Executive Officer
Total Annual Compensation: $674.6K
Total Annual Compensation: $415.0K
Co-Founder and Chief Investment Officer
Total Annual Compensation: $344.2K
Chief Financial Officer
Total Annual Compensation: $437.5K
Chief Technology Officer
Total Annual Compensation: $330.0K
Compensation as of Fiscal Year 2013.

envestnet inc (30E) Key Developments

Envestnet, Inc. Appoints Lee Chertavian as Group President of Envestnet | Placemark

Envestnet, Inc. announced that it has completed the acquisition of Placemark Holdings, Inc. Lee Chertavian, CEO of Placemark, is joining Envestnet as Group President of Envestnet | Placemark.

CliftonLarsonAllen Wealth Advisors, LLC Selects Envestnet, Inc.'s Division Envestnet | Tamarac's Unified Technology Platform to Expand Client Offerings, Streamline Operations, and Position Practice for Growth

Envestnet | Tamarac(TM), a division of Envestnet, Inc. announced that CliftonLarsonAllen Wealth Advisors, LLC has selected Tamarac's unified technology platform to expand client offerings, streamline its operations, and position its practice for growth. The capability to access fully integrated portfolio accounting, rebalancing, and CRM software from a single location saves the firm's advisors a great deal of time, enabling them to allocate more resources to serving their existing and prospective clients. In addition to utilizing Advisor Xi, CLA Wealth Advisors is also looking to capitalize on Envestnet |Tamarac's integration efforts with the broader Envestnet platform to leverage core offerings, including investment research, proposal generation, and access to portfolios and strategists through Envestnet. CLA will also benefit from Envestnet |Tamarac's integrated technology solutions because CLA Wealth Advisors employees can now send portfolio accounting reports to their CPA colleagues electronically through Advisor Xi. Previously, they had to send accounting reports manually. Full implementation of the Advisor Xi technology platform is expected to be complete in the first quarter of 2015.

Beacon Pointe Advisors Selects Envestnet | Tamarac Software and Service to Fuel Growth

Envestnet | Tamarac(TM), a division of Envestnet, Inc. announced that Beacon Pointe Advisors has chosen Tamarac's Advisor Xi(R) product suite to integrate its operating systems and meet its long-term goals for practice growth. Beacon Pointe, takes a holistic approach to wealth management in order to design portfolios meeting the unique needs of high-net-worth individuals and families, as well as institutional clients such as endowments and foundations. Beacon Pointe chose to implement the entire suite.


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