Company Information
USD
63.14
- (0.08%)
NYSE:ENV, ENVESTNET, INC.
Industry: Software - Application
End of Day: 22 November 2024 GMT-4
Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet’s portfolio management consultants provide research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation, which is reported in the firm's data and analytics segment. In 2019, Envestnet acquired MoneyGuidePro to bolster its financial planning tools.
Address
1000 Chesterbrook Boulevard
Suite 250
Berwyn
Website
Classification
Sector
Technology
Industry Group
Software
Industry
Software - Application
Key Executives
Mr. James L. Fox
Chairman of the Board/Director
Mr. William Crager
CEO/Co-Founder/Director
Mr. Tom Sipp
Executive VP
Mr. Gregory A. Smith
Director
Mr. Matthew J. Majoros
Chief Accounting Officer/Senior VP, Divisional
Ms. Wendy E. Lane
Director
Ms. Shelly O’Brien
Chief Legal Officer/General Counsel/Secretary
Ms. Gayle A. Crowell
Director
Ms. Valerie A. Mosley
Director
Mr. Luis A. Aguilar
Director
Ms. Lauren Taylor Wolfe
Director
Ms. Barbara Turner
Director
Mr. Joshua B. Warren
CFO
Ownership
Institution Holdings
BlackRock Inc
7,750,163 (14.180%)
Vanguard Group Inc
6,015,454 (11.006%)
BlackRock Fund Advisors
5,696,870 (10.423%)
Impactive Capital LP
4,151,033 (7.595%)
Morgan Stanley - Brokerage Accounts
3,304,316 (6.046%)
JPMorgan Chase & Co
2,297,894 (4.204%)
Van Berkom and Associates Inc
2,176,818 (3.983%)
State Street Corporation
1,922,158 (3.517%)
HSBC Holdings PLC
1,824,997 (3.339%)
T. Rowe Price Investment Management,Inc.
1,657,619 (3.033%)
Individual Holdings
Mr. William Crager
328,271 (0.601%)
Mr. Stuart DePina
56,967 (0.103%)
Ms. Shelly O’Brien
48,353 (0.089%)
Mr. James L. Fox
37,476 (0.069%)
Mr. Barry D. Cooper
35,315 (0.065%)
Mr. Gregory A. Smith
31,166 (0.057%)
Mr. Luis A. Aguilar
23,161 (0.042%)
Ms. Gayle A. Crowell
17,075 (0.031%)
Mr. Matthew J. Majoros
15,984 (0.029%)
Ms. Valerie A. Mosley
15,533 (0.028%)
Funds Holdings
Vanguard US Total Market Shares ETF
1,539,435 (2.817%)
Vanguard Total Stock Market Index Fund
1,539,435 (2.817%)
Vanguard Small Cap Index
1,256,139 (2.298%)
Calvert US Small-Cap Strategy
1,120,804 (2.051%)
ClearBridge Small Cap Growth Fund
942,908 (1.725%)
Stephens SMID Select Growth
940,183 (1.720%)
ClearBridge Small Cap Growth
933,455 (1.708%)
JPM US Small Cap Core-Composite
881,151 (1.612%)
JPMorgan Small Cap Equity Fund
816,830 (1.494%)
Vanguard Explorer Fund
735,009 (1.345%)
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