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Envestnet, Inc. (ENV)

-NYSE
52.51 0.34(0.65%) Nov 26, 4:04PM EST
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Envestnet, Inc.
35 East Wacker Drive
Suite 2400
Chicago, IL 60601
United States - Map
Phone: 312-827-2800
Website: http://www.envestnet.com

Details 
Index Membership:N/A
Sector:Services
Industry:Business Services
Full Time Employees:948

Business Summary 

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.

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Corporate Governance 
Envestnet, Inc.’s ISS Governance QuickScore as of Nov 1, 2014 is 8. The pillar scores are Audit: 10; Board: 7; Shareholder Rights: 7; Compensation: 6.
Brought to you by Institutional Shareholder Services (ISS)

Key Executives 
 PayExercised
Mr. Judson Taft Bergman , 57
Founder, Chairman and Chief Exec. Officer
679.00K0.00
Mr. William C. Crager , 50
Pres
564.00K0.00
Mr. Brandon Rockwell Thomas J.D., 50
Co-Founder and Chief Investment Officer
349.00K0.00
Mr. Peter H. D'Arrigo CFA, 46
Chief Financial Officer
455.00K585.00K
Mr. Scott David Grinis , 52
Chief Technology Officer
335.00K0.00
Amounts are as of Dec 31, 2013 and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc.Exercised is the value of options exercised during the fiscal year.
Currency in USD.
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