AllAnalyst Report
Morningstar•May 07, 2021
Morningstar•May 07, 2021Envestnet, Inc.: Envestnet Has a Solid Quarter and Market Appreciation Boosts Outlook
Summary
Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet’s portfolio management consultants provides research services and consulting services to assist advis
Upgrade to begin using premium research reports and get so much more.
Exclusive reports, detailed company profiles, and best-in-class trade insights to take your portfolio to the next level
UpgradeActions
Download Full ReportRelated Reports
- Analyst Report: SEI Investments CompanyApr 25, 2024 •
SEIC
- Analyst Report: SEI Investments CompanyApr 25, 2024 •
SEIC
- Analyst Report: Fiserv, Inc.Apr 25, 2024 •
FI
- Technical Assessment: Neutral in the Intermediate-TermApr 25, 2024 •
EPD, SCHW
- Market Digest: FCX, FI, INCY, PG, STX, T, OCApr 25, 2024 •
FI, T, OC, STX, PG, INCY, FCX
Analyst Profile
Rajiv Bhatia
Equity AnalystRajiv Bhatia is an equity analyst on the financials team for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. His areas of focus include custody banks, credit bureaus, and life insurers.Before joining Morningstar in 2019, Bhatia spent four years analyzing financial technology stocks for clients at Raymond James.Bhatia holds a bachelor's degree in applied mathematics and economics from Northwestern University as well as a master's degree in finance from Washington University in Saint Louis. He also holds the Chartered Financial Analyst® designation.