|Mr. William C. Crager||Co-founder & Interim CEO||942.28k||646.05k||1964|
|Mr. Peter H. D'Arrigo CFA||Chief Financial Officer||720.16k||N/A||1968|
|Mr. Scott David Grinis||Chief Technology Officer||641.32k||N/A||1962|
|Mr. Brandon Rockwell Thomas||Co-Founder & Chief Investment Officer||N/A||N/A||1964|
|Mr. James Winfield Lumberg||Co-Founder & Exec. VP||N/A||N/A||N/A|
Envestnet, Inc., together with its subsidiaries, provides intelligent systems for wealth management and financial wellness in the United States and internationally. It operates through Envestnet and Envestnet | Yodlee segments. The company's product and services suites include Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as sells 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; Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research, due diligence, and consulting services to assist advisors in creating investment solutions for their clients, and patented portfolio overlay and tax optimization services. It also provides Envestnet | Yodlee data aggregation and data analytics 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.
Envestnet, Inc.’s ISS Governance QualityScore as of October 4, 2019 is 4. The pillar scores are Audit: 3; Board: 5; Shareholder Rights: 8; Compensation: 1.