About

Empowering Financial Advisors with Innovative Technology

Envestnet, Inc. (NYSE: ENV) 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 across 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 businesses and client relationships.

Industry Classifications


Sector

Technology

Industry

Software

NAICS

Software Publishers (511210)

SIC

Business Services, Not Elsewhere Classified (7379)

Envestnet, Inc. at a Glance

37M+

Paid subscribers

~$5.3T

Total Platform Assets

~106K

Advisors

As of March 31, 2023 • 10-Q Q1 2023

Presentations

View our latest presentations.

View Presentations

Annual Reports & Proxy

View our library of Annual Reports and Proxy Statements.

View Annual Reports & Proxy

Frequently Asked Questions

Browse our commonly asked investor-related questions.

View FAQs

IR Contacts

View common investor-related contact information.

View IR Contacts

Information Request

Request additional investor-related information.

Request Information