About Envestnet, Inc. 
Envestnet, Inc.
Packaged Software
Envestnet, Inc. is a provider of financial and wealth management technology and services to financial advisors, investors and financial service providers. The Company's segments are Envestnet and Envestnet Yodlee. Its Envestnet segment provides unified wealth management software and services empowering financial advisors and institutions. Its Envestnet Yodlee segment is a data aggregation and data analytics platform. Its services and related technology are provided through Envestnet's wealth management software, Envestnet PMC, Envestnet Tamarac, Vantage Reporting Solution, Envestnet WMS, Envestnet Placemark, Envestnet Retirement Solutions, Envestnet Yodlee and Envestnet Finance Logix. It operates Registered Investment Advisors (RIAs) and a registered broker-dealer. Its centrally-hosted technology platform services include risk assessment and selection of investment strategies and solutions, asset allocation models, and research and due diligence.
Company Coordinates 
Company Details
35 E Wacker Dr Ste 2400 , CHICAGO IL : 60601-2310
Registrar Details
Shareholding Snapshot
Shareholding Compare (%holding) 
Majority shareholders
Domestic Funds
Domestic Funds
Held in 90 Schemes (54.51%)
Foreign Institutions
Held by 133 Foreign Institutions (19.49%)
Strategic Entities with highest holding
Highest Public shareholder
Management
Designation
Mr. James Fox
Chairman of the Board
Mr. Anil Arora
Director
Mr. Luis Aguilar
Independent Director
Mr. Ross Chapin
Independent Director
Ms. Gayle Crowell
Independent Director
Ms. Valerie Mosley
Independent Director
Revenue and Profits:
Net Sales:
346 Million
(Quarterly Results - Sep 2024)
Net Profit:
-2 Million
Packaged Software
USD 3,488 Million (Small Cap)
86.00
NA
49,364.79%
1.33
7.72%
6.62






