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Organization: Envestnet
LEI 549300HLWZ5OKIDM8737

Organization name
Envestnet, Inc.
Country name
USA
Country of registration
USA
Industry
Other Financial Institutions
Bond debt
950 mln USD

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Profile

Envestnet, Inc., is a provider of wealth management solutions to financial advisors and institutions. Through its wealth management offerings, including Envestnet Advisor Suite and Envestnet PMC, it delivers a Web-based gateway to expert, objective, integrated wealth management solutions. Its centrally-hosted technology platform provides financial advisors with a range of investment solutions, services, investment managers and custodians to identify those that are appropriate for their clients.

Awards

News

08/05/2024 Envestnet: Amendment To Amended And Restated Articles Of Incorporation Or Bylaws; Change In Fiscal Year, Submission Of Matters To A Vote Of Security Holders, Financial Statements And Exhibits
07/05/2024 Envestnet: Results Of Operations And Financial Condition, Financial Statements And Exhibits
26/03/2024 Envestnet: Departure Of Directors Or Certain Officers; Election Of Directors; Appointment Of Certain Officers; Compensatory Arrangements Of Certain Officers, Financial Statements And Exhibits
14/03/2024 Envestnet: Amendments To Articles Of Incorporation Or Bylaws; Change In Fiscal Year, Financial Statements And Exhibits
13/03/2024 IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industry's Most Connected and Scaled Wealth Management Platform
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Documentation

IFRS/US GAAP reports

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2014
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Codes

  • LEI
    549300HLWZ5OKIDM8737
  • SIC
    7389 SERVICES-BUSINESS SERVICES, NEC
  • CIK
    0001337619
  • EIN
    20-1409613

Credit and ESG Ratings

Macroeconomic Indicators - Envestnet

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