Envestnet Inc (ENV)

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 architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transform 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. It also provides Envestnet | Workplace Solutions, which offer a suite of services for advisor-sold retirement plans; Envestnet | PMC that provides 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 RIAs, asset managers, financial institutions, and financial professionals. The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania with additional offices in the United States, the United Kingdom, Australia, and India. Envestnet, Inc. operates as a subsidiary of BCPE Pequod Buyer Inc.