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Envestnet Inc
1000 Chesterbrook Boulevard, Suite 250
Phone: (312) 827-2800p:312 827-2800 BERWYN, PA  19312  United States Fax: (302) 655-5049f:302 655-5049
This company was Merged or Acquired on 11/25/2024.
This company is no longer actively traded on any major stock exchange.
This is a Subsidiary, click here for the Parent Company
Business Summary
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.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/202412/31/2023YesYes--Yes

Industries
SIC Code Description
7389 Business services, not elsewhere classified
7372 Prepackaged software
7371 Computer programming services

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board, Interim Chief Executive Officer James L.Fox 72 4/1/2024 2/4/2015
Chief Financial Officer JoshuaWarren 43 11/15/2023 11/15/2023
Chief Legal Officer, General Counsel, Corporate Secretary Shelly N.O'Brien 58 1/1/2002 1/1/2002
5 additional Officers and Directors records available in full report.

Business Names
Business Name
Abe AI Inc.
Envestnet Asset Management Canada, Inc.
Envestnet Asset Management India Private Limited
39 additional Business Names available in full report.

General Information
Number of Employees: 3,100 (As of 12/31/2023)
Outstanding Shares: 55,345,924 (As of 11/1/2024)
Shareholders: 114
Stock Exchange: NYSE
Federal Tax Id: 201409613
Fax Number: (302) 655-5049


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Sunday, December 1, 2024