Envestnet, Inc. (ENV)
Key Executives
| Name | Title | Pay | Exercised | Year Born |
|---|---|---|---|---|
| Mr. James Lawrence Fox | Interim CEO & Chairman | 88.25k | -- | 1952 |
| Mr. Joshua B. Warren | Chief Financial Officer | 1.44M | -- | 1980 |
| Ms. Shelly S. O'Brien J.D. | Chief Legal Officer, General Counsel & Corporate Secretary | 734.38k | -- | 1966 |
| Mr. Joshua David Mayer | Chief Operating Officer | 594.63k | 258.11k | 1974 |
| Ms. Dana Marie D'Auria C.F.A. | Co-Chief Investment Officer & Group President of Envestnet Solutions | -- | -- | -- |
| Mr. Robert Michael Coppola | Chief Technology Officer | -- | -- | 1970 |
| Grace Wagner | Director of Investor Relations | -- | -- | -- |
| Ms. Sharon Rosenthal | Chief Human Resources Officer | -- | -- | -- |
| Mr. Matthew J. Majoros | Senior Vice President of Financial Reporting | -- | -- | 1966 |
| Mr. Richard Aneser | Chief Strategy Officer | -- | -- | -- |
Envestnet, Inc.
- Sector:
- Technology
- Industry: Software - Application
- Full Time Employees:
- 3,069
Description
Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which 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. This segment also provides Envestnet | Workplace Solutions which offers a suite of services for advisor-sold retirement plans; Envestnet | PMC that offer research and consulting services to assist advisors in creating investment solutions, and portfolio overlay and tax optimization services; and Envestnet | Billing Solutions which provides revenue management and hosted fee-billing solutions. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, analytics, and digital experiences platform that provides clients and their account holders with data connectivity via open APIs, data enrichment, AI-based analytics, and digital experiences. It serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, financial technology innovators, financial advisory firms, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania.
Corporate Governance
Recent Events
- Apr 05, 2024DEF 14A: Proxy StatementsSee Full Filing
- Mar 28, 20248-K: Corporate Changes & Voting MattersSee Full Filing
- Mar 19, 2024PRE 14A: Proxy StatementsSee Full Filing
- Mar 15, 20248-K/A: Corporate Changes & Voting MattersSee Full Filing
- Feb 28, 202410-K: Periodic Financial ReportsSee Full Filing