ENV - Envestnet, Inc.

NYSE - NYSE Delayed Price. Currency in USD

Envestnet, Inc.

35 East Wacker Drive
Suite 2400
Chicago, IL 60601
United States
312-827-2800
http://www.envestnet.com

SectorServices
IndustryBusiness Services
Full Time Employees3,920

Key Executives

NameTitlePayExercisedYear Born
Mr. William C. CragerCo-founder & Interim CEO942.28k646.05k1964
Mr. Peter H. D'Arrigo CFAChief Financial Officer720.16kN/A1968
Mr. Scott David GrinisChief Technology Officer641.32kN/A1962
Mr. Brandon Rockwell ThomasCo-Founder & Chief Investment OfficerN/AN/A1964
Mr. James Winfield LumbergCo-Founder & Exec. VPN/AN/AN/A
Amounts are as of December 31, 2018 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.

Description

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.

Corporate Governance

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.

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.