Investor Relations

Q4 2023 Earnings Conference Call

February 22, 2024 - 5:00 pm EST

Latest Financial Results

Latest Annual Filing

For Fiscal Year Ending Dec 31, 2022

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Empowering Financial Advisors with Innovative Technology

Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions and intelligence. By establishing the connections between people’s daily financial decisions and long-term financial goals, Envestnet empowers them to make better sense of their finances and live an Intelligent Financial Life™.  With more than $5T in platform assets – more than 106,000 advisors, 16 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs, and thousands of companies, depend on Envestnet technology and services to help drive better outcomes for their businesses and for their clients.

Envestnet, Inc. at a Glance

42M+

Paid subscribers

$5.3T+

Total Platform Assets

107K+

Advisors

As of September 30, 2023 • 10-Q Q3 2023

IR Contacts

Company

Envestnet, Inc.
1000 Chesterbrook Blvd #250
Berwyn, PA 19312

Investor Relations

1000 Chesterbrook Blvd #250
Berwyn, PA 19312
T: 312-827-3940
investor.relations@envestnet.com

Transfer Agent

American Stock Transfer & Trust Company, LLC.