Envestnet

- NYSE:ENV
Last Updated 2024-04-23
  • Provides integrated portfolio, practice management and reporting solutions to financial advisors and institutions
  • Locations

    • 35 East Wacker Drive, Suite 2400, Chicago IL 60601
    • 35 E Wacker Dr Fl 24, Chicago IL
    • Chicago Heights IL
    • Chicago IL
  • Total Funding (USD)

    40.0 million
  • Industries

    Real Estate, Mobile Apps, Software, Cyber Security
  • Acquisitions (10)

    • MoneyGuidePro (2019)
    • FolioDynamix (2017)
    • Wheelhouse Analytics (2016)
    • Castle Rock Innovations (2015)
    • Yodlee (2015)
    • Finance Logix (2015)
    • Upside (2015)
    • Placemark Investments (2014)
    • Tamarac (2012)
    • FundQuest Inc. (2011)
  • Security

    Type: ORD
    CUSIP: 29404K106
    ISIN: US29404K1060
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