Envestnet, Inc.
New York Stock ExchangeRecent
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ROIC.AI
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- Envestnet, Inc. provides integrated wealth management technology platforms, data solutions, and advisory services to financial advisors, registered investment advisers, banks, wealth managers, and institutions worldwide. The company offers an interconnected ecosystem encompassing wealth management technology for trading, reporting, and investment administration; financial planning tools including micro planning, prospecting, and lead generation; wealth solutions such as high-net-worth consulting, unified managed accounts, direct indexing, tax overlay capabilities, alternative investments including semi-liquid model portfolios and ETFs, and proposal desks; as well as data and analytics powered by AI-driven insights from over 19,000 data sources to enhance client outcomes and business growth. Founded in 1999 and headquartered in Berwyn, Pennsylvania, with additional operations in Chicago, Centennial, and international offices including India, Envestnet serves more than 111,000 advisors, over 20 million accounts, and $6.5 trillion in platform assets, primarily targeting U.S. markets with clients including 17 of the 20 largest U.S. banks and 48 of the 50 largest wealth management firms. In late 2024, affiliates of Bain Capital completed a $4.5 billion take-private acquisition of Envestnet at $63.15 per share, with participation from Reverence Capital, Norwest, and strategic minority investors BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors; the company subsequently delisted from the New York Stock Exchange and transitioned to private ownership to accelerate growth and product investments. Recent enhancements include expanded high-net-worth distribution efforts by 50%, new alternative investment access through partnerships with BlackRock, Fidelity, Franklin Templeton, and State Street via its Unified Managed Account platform, forthcoming manager models with interval funds from Franklin Templeton and BlackRock in 2025, a front-to-back digital automation partnership with FNZ integrating Envestnet's portal and analytics, and the June 2025 divestiture of its Yodlee data aggregation unit to STG Partners.
Kairos Pharma Reports Breakthrough Interim Safety Data in Phase 1 Trial of ENV-105 in EGFR-Mutated Lung Cancer Patients — Targeting a $10 Billion Drug Resistance Market
iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts
Northern Trust Broadens UHNW Direct Indexing Access via Envestnet
Northern Trust Asset Management Delivers Direct Indexing Solution on Envestnet Platform
Envestnet Asset Management Inc. Buys 202,787 Shares of JPMorgan Chase & Co. $JPM
Envestnet Asset Management Inc. Reduces Stake in ON Semiconductor Corporation $ON
Envestnet Portfolio Solutions Inc. Increases Stock Position in NVIDIA Corporation $NVDA
Powell Industries, Inc. $POWL Position Increased by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. Lowers Stock Position in Smith & Nephew SNATS, Inc. $SNN
Envestnet Asset Management Inc. Sells 2,901 Shares of Standex International Corporation $SXI
Envestnet Asset Management Inc. Sells 69,326 Shares of NAPCO Security Technologies, Inc. $NSSC
Envestnet Asset Management Inc. Reduces Stake in Oshkosh Corporation $OSK
Envestnet Asset Management Inc. Reduces Position in MongoDB, Inc. $MDB
GE HealthCare Technologies Inc. $GEHC Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. Purchases 5,012 Shares of e.l.f. Beauty $ELF
Envestnet Asset Management Inc. Purchases 12,547 Shares of Ingersoll Rand Inc. $IR
Envestnet Asset Management Inc. Trims Stake in Camden Property Trust $CPT
Coinbase Global, Inc. $COIN Stock Holdings Lifted by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. Has $21.93 Million Holdings in Docusign Inc. $DOCU
Envestnet Asset Management Inc. Has $21.22 Million Stock Holdings in Assurant, Inc. $AIZ