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Envestnet, Inc. (ENV)

NYSE - NYSE Delayed Price. Currency in USD
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67.78+2.39 (+3.65%)
At close: 4:00PM EDT

Envestnet, Inc.

35 East Wacker Drive
Suite 2400
Chicago, IL 60601
United States

Full Time Employees4,250

Key Executives

NameTitlePayExercisedYear Born
Mr. William C. CragerCo-Founder, CEO & Director1.27M4.36M1964
Mr. Stuart DePinaPres1.21MN/A1961
Mr. Peter H. D'Arrigo CFAChief Financial Officer869.39k1.14M1968
Mr. Joshua David MayerChief Operating Officer594.63k258.11k1974
Ms. Shelly S. O'BrienChief Legal Officer, Gen. Counsel & Corp. Sec.624.16k226.32k1966
Mr. Brandon Rockwell ThomasCo-Founder & Co-Chief Investment OfficerN/AN/A1964
Ms. Dana Marie D'Auria C.F.A.Co-Chief Investment OfficerN/AN/AN/A
Mr. Robert CoppolaChief Technology OfficerN/AN/A1970
Ms. Debra Jane DeVoeChief Compliance Officer & MDN/AN/AN/A
Ms. Mary Ellen DuganChief Marketing OfficerN/AN/AN/A
Amounts are as of December 31, 2020 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.


Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. It also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services. The company primarily serves banks, wealth management and brokerage firms, internet services companies, and registered investment advisers. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.

Corporate Governance

Envestnet, Inc.’s ISS Governance QualityScore as of April 30, 2021 is 4. The pillar scores are Audit: 1; Board: 4; Shareholder Rights: 8; Compensation: 1.

Corporate governance scores courtesy of Institutional Shareholder Services (ISS). Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while a 10 indicates higher governance risk.