Sep. 09 Envestnet, Inc. entered into a definitive agreement to acquire Vestmark, Inc. CI
Sep. 03 Envestnet Introduces Report Studio, Expands Custom Model Solutions, And Integrates MoneyGuide Into Tamarac Platform CI
Jul. 10 TAPP Engine, Inc. and Envestnet, Inc. Enhances Digital Wealth Experiences for Credit Unions and Community Banks with Activepassive ETF Model Portfolios CI
Jul. 09 Envestnet, Inc. and Vanguard Group, Inc. Collaborate to Deliver Tax-Efficient, Advisor-Centric Investment Solutions CI
Jun. 10 Subscribe and Envestnet Establish Strategic Partnership to Incorporate Alternatives Within Unified Managed Accounts CI
May. 20 Baird Partners with Envestnet to Accelerate Next-Gen Wealth Experience CI
May. 20 Osaic Strengthens Partnership with Envestnet to Unify the Wealth Management Experience for Advisors CI
May. 19 Envestnet Unveils AI-Driven Enhancements and Accelerates Financial Planning Integration for Advisors on Its Wealth Management Platform CI
May. 19 Envestnet Introduces New Enhancements at Elevate 2026 CI
May. 19 Envestnet Unveils Trading, Reporting, and Technology Enhancements to Its Tamarac Platform, Live from the Mainstage At Elevate 2026 CI
May. 19 Envestnet Expands Alternative Investment Access and Enhances Platform Flexibility CI
May. 19 Envestnet Enhances Wealth Data Platform with New Ai Explainability, Workflow Explainability, and Advisor Decisioning Capabilities At Elevate 2026 CI
May. 12 Envestnet, Inc. Promotes David Kamerman as Head of Canadian Business Development CI
Manager TitleAgeSince
Chief Executive Officer 56 2024-12-31
Director of Finance/CFO 51 2025-08-31
Chief Tech/Sci/R&D Officer - 2025-09-30
Director TitleAgeSince
Chairman 74 2020-03-29
Director/Board Member 58 -
Date Insider Type Main position Quantity % Market Cap. Importance
11/25/24 Issuer sale

Director

39,204 0.0710%
11/25/24
Impactive Capital LP
Issuer saleCompany 4,188,871 7.5824%
11/25/24 Issuer sale

Controller/Auditor

14,996 0.0271%
Change 5-day change 1-year change 3-year change Capi.($)
+0.08%+0.10% - - 3.49B
-1.74%-5.35%-51.19%+18.60% 433B
-0.31%-4.53%-19.35%+37.52% 237B
+1.04%-6.18%-29.38%+9.36% 137B
+1.87%-8.28%-59.83%+282.19% 50.32B
+2.49%-6.48%-36.17%+0.98% 43.2B
+2.57%+5.70%-38.28%+8.89% 21.28B
+0.56%-5.39%-21.26%+50.66% 18.57B
+1.44%-3.04%-30.40%+13.53% 13.44B
-0.23%-4.03%-18.18%+39.65% 12.27B
Average +0.47%-4.44%-33.78%+51.26% 107.38B
Weighted average by Cap. -0.58%-5.21%-38.48%+35.47%
Logo Envestnet, Inc.
Envestnet, Inc. is a provider of intelligent systems for wealth management and financial wellness. Its segments include Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software, services and solutions to empower financial advisors and institutions to enable them to deliver holistic advice to their clients. Envestnet Wealth Solutions offers products and services, including Envestnet Enterprise; Envestnet Wealth Analytics; Envestnet Tamarac; Envestnet MoneyGuide; Envestnet Workplace Solutions; Envestnet PMC, or Portfolio Management Consultants, and Envestnet Billing Solutions (Redi2). Envestnet Data & Analytics segment offers data aggregation, analytics and digital experiences platforms. Envestnet Data & Analytics provides clients and their account holders with data connectivity via open application programming interface, data enrichment, artificial intelligence-based analytics and digital experiences.
Employees
3,085
Trader
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Investor
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Global
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Quality
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ESG MSCI
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