Latest Financial Results

May 6, 2021 • 4:05 PM EDT

Q1 2021 Quarterly Results

Quarter Ended Mar 31, 2021

Latest Annual Filing

For Fiscal Year Ending Dec 31, 2020

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Empowering Financial Advisors with Innovative Technology

Envestnet, Inc. is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 103,000 advisors and more than 4,900 companies including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage the Envestnet platform to grow their business and client relationships.

Envestnet, Inc. at a Glance

35M+

Paid subscribers

$4.8T+

Total Platform Assets

17K+

Data Sources

106K+

Advisors

As of Mar. 31, 2021 • 10-Q Q1 2021

IR Contacts

Company

Envestnet, Inc.
35 East Wacker Drive
Suite 2400
Chicago, IL 60601

Investor Relations

35 East Wacker Drive
Suite 2400
Chicago, IL 60601
T: 312-827-3940
investor.relations@envestnet.com

Transfer Agent

American Stock Transfer & Trust Company, LLC.