Envestnet, Inc. (30E.F)
Envestnet, Inc.
1000 Chesterbrook Boulevard
Suite 250
Berwyn, PA 19312
United States
312 827 2800
https://www.envestnet.com
Sector(s): Technology
Industry: Software - Application
Full-time employees: 3,069
Key executives
| Name | Title | Pay | Exercised | Year born |
|---|---|---|---|---|
| Mr. James Lawrence Fox | Interim CEO & Chairman | 82.26k | N/A | 1952 |
| Mr. Joshua B. Warren | Chief Financial Officer | 1.35M | N/A | 1980 |
| Ms. Shelly S. O'Brien J.D. | Chief Legal Officer, General Counsel & Corporate Secretary | 684.57k | N/A | 1966 |
| Mr. Joshua David Mayer | Chief Operating Officer | 554.3k | 240.61k | 1974 |
| Ms. Dana Marie D'Auria C.F.A. | Co-Chief Investment Officer & Group President of Envestnet Solutions | N/A | N/A | N/A |
| Mr. Robert Michael Coppola | Chief Technology Officer | N/A | N/A | 1970 |
| Grace Wagner | Director of Investor Relations | N/A | N/A | N/A |
| Ms. Sharon Rosenthal | Chief Human Resources Officer | N/A | N/A | N/A |
| Mr. Matthew J. Majoros | Senior Vice President of Financial Reporting | N/A | N/A | 1966 |
| Mr. Richard Aneser | Chief Strategy Officer | N/A | N/A | N/A |
Description
Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. This segment also provides Envestnet | Workplace Solutions which offers a suite of services for advisor-sold retirement plans; Envestnet | PMC that offer research and consulting services to assist advisors in creating investment solutions, and portfolio overlay and tax optimization services; and Envestnet | Billing Solutions which provides revenue management and hosted fee-billing solutions. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, analytics, and digital experiences platform that provides clients and their account holders with data connectivity via open APIs, data enrichment, AI-based analytics, and digital experiences. It serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, financial technology innovators, financial advisory firms, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania.
Corporate governance
Envestnet, Inc.’s ISS governance QualityScore as of 1 April 2024 is 4. The pillar scores are Audit: 3; Board: 6; Shareholder rights: 7; Compensation: 1.
