# Envestnet Inc (ENV)

Source: https://www.quantisnow.com/company/ENV
Generated: 2026-11-03T19:21:19.937Z

- Ticker: ENV
- Exchange: NYSE
- Sector: Consumer Discretionary
- Industry: Business Services
- IPO year: 2010
- Website: envestnet.com

## About

Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that 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. It also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services. The company primarily serves banks, wealth management and brokerage firms, internet services companies, and registered investment advisers. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.

## Latest ENV news and filings

- 2026-05-04 12:00 UTC [WEX and Impactive Capital Announce Cooperation Agreement](https://www.quantisnow.com/insight/wex-and-impactive-capital-announce-cooperation-agreement-6528049)
- 2026-04-15 16:35 UTC [iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts](https://www.quantisnow.com/insight/icapital-and-envestnet-expand-strategic-partnership-to-incorporate-alternatives-and-6500932)
- 2026-02-09 13:00 UTC [Dividends] [Impactive Capital Nominates Four Candidates to WEX Board](https://www.quantisnow.com/insight/impactive-capital-nominates-four-candidates-to-wex-board-6380981)
- 2025-10-28 13:00 UTC [Dividends] [Envestnet Launching Manager Models with Interval Funds Available from BlackRock & Franklin Templeton](https://www.quantisnow.com/insight/envestnet-launching-manager-models-with-interval-funds-available-from-blackrock-6247320)
- 2024-12-05 13:00 UTC [SEC Form 15-12G filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-15-12g-filed-by-envestnet-inc-5801463)
- 2024-12-02 05:15 UTC [SEC Form EFFECT] [SEC Form EFFECT filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-effect-filed-by-envestnet-inc-5795024)
- 2024-12-02 05:15 UTC [SEC Form EFFECT] [SEC Form EFFECT filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-effect-filed-by-envestnet-inc-5795022)
- 2024-12-02 05:15 UTC [SEC Form EFFECT] [SEC Form EFFECT filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-effect-filed-by-envestnet-inc-5795018)
- 2024-12-02 05:15 UTC [SEC Form EFFECT] [SEC Form EFFECT filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-effect-filed-by-envestnet-inc-5795013)
- 2024-12-02 05:15 UTC [SEC Form EFFECT] [SEC Form EFFECT filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-effect-filed-by-envestnet-inc-5795007)
- 2024-11-25 21:43 UTC [SEC Form 4] [Director Wolfe Lauren Taylor returned $264,527,204 worth of shares to the company (4,188,871 units at $63.15) (SEC Form 4)](https://www.quantisnow.com/insight/director-wolfe-lauren-taylor-returned-264527204-worth-of-shares-to-5790493)
- 2024-11-25 21:40 UTC [SEC Schedule 13D] [Amendment: SEC Form SC 13D/A filed by Envestnet Inc](https://www.quantisnow.com/insight/amendment-sec-form-sc-13da-filed-by-envestnet-inc-5790471)
- 2024-11-25 21:05 UTC [SEC Form 4] [Director Crowell Gayle A returned $1,321,540 worth of shares to the company (20,927 units at $63.15), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/director-crowell-gayle-a-returned-1321540-worth-of-shares-to-5790149)
- 2024-11-25 21:05 UTC [SEC Form 4] [Director Aguilar Luis A returned $1,462,617 worth of shares to the company (23,161 units at $63.15), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/director-aguilar-luis-a-returned-1462617-worth-of-shares-to-5790139)
- 2024-11-25 21:05 UTC [SEC Form 4] [Director Smith Gregory A returned $1,968,133 worth of shares to the company (31,166 units at $63.15), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/director-smith-gregory-a-returned-1968133-worth-of-shares-to-5790128)
- 2024-11-25 21:05 UTC [SEC Form 4] [Principal Accounting Officer Majoros Matthew returned $946,997 worth of shares to the company (14,996 units at $63.15), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/principal-accounting-officer-majoros-matthew-returned-946997-worth-of-shares-5790125)
- 2024-11-25 21:05 UTC [SEC Form 4] [CHIEF FINANCIAL OFFICER Warren Joshua returned $3,096,813 worth of shares to the company (49,039 units at $63.15), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/chief-financial-officer-warren-joshua-returned-3096813-worth-of-shares-5790121)
- 2024-11-25 21:05 UTC [SEC Form 4] [SVP, Head of Accounting Mgmt. Cooper Barry D. returned $2,173,876 worth of shares to the company (34,424 units at $63.15), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/svp-head-of-accounting-mgmt-cooper-barry-d-returned-2173876-5790117)
- 2024-11-25 21:05 UTC [SEC Form 4] [Interim CEO Fox James L returned $2,366,609 worth of shares to the company (37,476 units at $63.15), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/interim-ceo-fox-james-l-returned-2366609-worth-of-shares-5790111)
- 2024-11-25 21:05 UTC [SEC Form 4] [Director Mosley Valerie returned $980,909 worth of shares to the company (15,533 units at $63.15), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/director-mosley-valerie-returned-980909-worth-of-shares-to-the-5790107)
- 2024-11-25 21:05 UTC [SEC Form 4] [CHIEF LEGAL OFFICER O'Brien Shelly returned $5,350,952 worth of shares to the company (84,734 units at $63.15), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/chief-legal-officer-obrien-shelly-returned-5350952-worth-of-shares-5790105)
- 2024-11-25 21:05 UTC [SEC Form 4] [Director Turner Barbara returned $452,659 worth of shares to the company (7,168 units at $63.15), closing all direct ownership in the company (SEC Form 4)](https://www.quantisnow.com/insight/director-turner-barbara-returned-452659-worth-of-shares-to-the-5790104)
- 2024-11-25 14:45 UTC [SEC Form 25-NSE filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-25-nse-filed-by-envestnet-inc-5789814)
- 2024-11-25 14:15 UTC [SEC Form POS AM filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-pos-am-filed-by-envestnet-inc-5789787)
- 2024-11-25 14:14 UTC [SEC Form POS AM filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-pos-am-filed-by-envestnet-inc-5789785)
- 2024-11-25 14:13 UTC [SEC Form POS AM filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-pos-am-filed-by-envestnet-inc-5789780)
- 2024-11-25 14:13 UTC [SEC Form POS AM filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-pos-am-filed-by-envestnet-inc-5789778)
- 2024-11-25 14:12 UTC [SEC Form POS AM filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-pos-am-filed-by-envestnet-inc-5789777)
- 2024-11-25 14:07 UTC [SEC Form S-8 POS] [SEC Form S-8 POS filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-s-8-pos-filed-by-envestnet-inc-5789771)
- 2024-11-25 14:06 UTC [SEC Form S-8 POS] [SEC Form S-8 POS filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-s-8-pos-filed-by-envestnet-inc-5789770)
- 2024-11-25 14:04 UTC [SEC Form S-8 POS] [SEC Form S-8 POS filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-s-8-pos-filed-by-envestnet-inc-5789766)
- 2024-11-25 14:03 UTC [SEC Form S-8 POS] [SEC Form S-8 POS filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-s-8-pos-filed-by-envestnet-inc-5789760)
- 2024-11-25 14:02 UTC [SEC Form S-8 POS] [SEC Form S-8 POS filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-s-8-pos-filed-by-envestnet-inc-5789758)
- 2024-11-25 14:00 UTC [SEC Form S-8 POS] [SEC Form S-8 POS filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-s-8-pos-filed-by-envestnet-inc-5789753)
- 2024-11-25 13:43 UTC [SEC Form 8-K] [Envestnet Inc filed SEC Form 8-K: Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Completion of Acquisition or Disposition of Assets, Creation of a Direct Financial Obligation, Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing, Changes in Control of Registrant, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Material Modification to Rights of Security Holders, Leadership Update](https://www.quantisnow.com/insight/envestnet-inc-filed-sec-form-8-k-entry-into-a-material-5789685)
- 2024-11-19 22:56 UTC [Leadership Update] [Flex Set to Join S&P MidCap 400; Azenta and Concentra Group Holdings to Join S&P SmallCap 600](https://www.quantisnow.com/insight/flex-set-to-join-sp-midcap-400-azenta-and-concentra-5783646)
- 2024-11-08 21:01 UTC [SEC Form 10-Q] [SEC Form 10-Q filed by Envestnet Inc](https://www.quantisnow.com/insight/sec-form-10-q-filed-by-envestnet-inc-5762339)
- 2024-11-07 21:15 UTC [SEC Form 8-K] [Envestnet Inc filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits](https://www.quantisnow.com/insight/envestnet-inc-filed-sec-form-8-k-results-of-operations-and-5759529)
- 2024-11-07 21:05 UTC [Envestnet Reports Third Quarter 2024 Financial Results](https://www.quantisnow.com/insight/envestnet-reports-third-quarter-2024-financial-results-5758951)
- 2024-11-05 21:05 UTC [SEC Form 4] [SVP, Head of Accounting Mgmt. Cooper Barry D. covered exercise/tax liability with 5 shares, decreasing direct ownership by 0.01% to 34,424 units (SEC Form 4)](https://www.quantisnow.com/insight/svp-head-of-accounting-mgmt-cooper-barry-d-covered-exercisetax-5753221)

## More

- Live page with ratings, short volume, options and peers: https://www.quantisnow.com/company/ENV
- Earnings history: https://www.quantisnow.com/earnings/ENV
- Dividend history: https://www.quantisnow.com/dividends/ENV
- Insider transactions: https://www.quantisnow.com/insiders/ENV
- Options chain: https://www.quantisnow.com/options/ENV
- SEC 8-K filings only: https://www.quantisnow.com/company/ENV/8-k
- RSS and alerts for ENV: https://www.quantisnow.com/docs/rss-feeds.md