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ENVESTNET, INC. - ENV STOCK NEWS

Welcome to our dedicated page for ENVESTNET news (Ticker: ENV), a resource for investors and traders seeking the latest updates and insights on ENVESTNET stock.

Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services, empowering investment advisors to optimize their practice and deliver superior client outcomes. The company's open-architecture platforms streamline the wealth management process by providing unparalleled flexibility, accuracy, performance, and value. Envestnet's solutions transform wealth management into a transparent, conflict-free, and fully-aligned standard of care.

Envestnet's flagship product, Advisor Suite®, equips financial advisors with the tools they need to enhance client outcomes and strengthen their practice. Additionally, Envestnet's Portfolio Management Consultants (PMC®) group offers institutional-quality research and advanced portfolio solutions. The Tamarac platform provides high-end RIAs with cutting-edge software for trading, rebalancing, portfolio accounting, performance reporting, and client relationship management.

In November 2015, Envestnet acquired Yodlee, a data aggregation provider, enhancing their data and analytics capabilities. The 2019 acquisition of MoneyGuidePro further expanded Envestnet's financial planning tools. Envestnet's latest achievements include the launch of the RIA Growth Lab, a consulting service aimed at helping RIAs with practice valuation, leveraging technology for actionable insights and peer benchmark grades.

Envestnet's ecosystem supports over $5.4 trillion in platform assets, with more than 107,000 advisors, 16 of the 20 largest U.S. banks, and 500 of the largest RIAs using their technology and services. The company is dedicated to transforming the delivery of financial advice by connecting daily financial decisions with long-term financial goals, helping individuals lead an Intelligent Financial Life™.

Recent developments include the celebration of the 10th anniversary of Envestnet's Quantitative Portfolios (QPs), which offer direct indexing solutions combining tax management with portfolio customization. Envestnet's robust Wealth Management Platform was also highlighted at the FSI OneVoice conference, showcasing advanced technologies that improve advisor productivity and client engagement.

For more information on Envestnet, visit their website at www.envestnet.com, or call their toll-free number at (855) 769-0806.

News

Envestnet to Participate in Upcoming Investor Conferences

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Envestnet, Inc. (ENV) is set to participate in several investor conferences, including UBS Financial Services Conference, JMP Technology Conference, Raymond James Institutional Investors Conference, and Wolfe Fintech Forum. The discussions will cover various aspects of the company's operations and financial outlook.
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Envestnet to Announce Fourth Quarter and Full Year 2023 Results on February 22, 2024

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Envestnet (ENV) announced the release of its fourth quarter and full year 2023 financial results on February 22, 2024, after market close. The company will host a conference call and earnings webcast to discuss the results at 5:00pm ET on the same day. The conference call will be webcast live from the company's investor relations website, with a replay available following the call.
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Envestnet Highlights New User Experience to Accelerate Advisor Growth and Productivity at FSI OneVoice 2024

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Envestnet showcases its new advisor experience and premier Wealth Management Platform at the FSI OneVoice conference, emphasizing technology that enables growth, higher productivity, and deepened client engagement. The company focuses on addressing advisor demands for advanced and seamless technology experiences, including trading tools advancements, unified client portal, seamless integration, and deepened API library. Envestnet executives will also share valuable insights on key topics impacting firm leaders and decision makers.
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Ladder and Envestnet | MoneyGuide Announce Integration to Provide More Advisors Digital Access to Term Life Insurance Offerings

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Envestnet | MoneyGuide has announced a partnership with insurtech company Ladder, allowing financial advisors to offer clients digital term life insurance through a seamless digital experience. The integration will empower advisors to estimate coverage needs, generate quotes, and send clients a link to apply, all within the Envestnet | MoneyGuide platform. Ladder's flexible coverage and visualization capabilities may save clients up to 40% over a 30-year term compared to traditional coverage.
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Envestnet Launches RIA Growth Lab - A Consulting Capability Led by Industry Veteran Dani Fava

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Envestnet announces the launch of its new RIA consulting capability, the RIA Growth Lab, to enable the growth and productivity of RIAs by providing comprehensive practice valuation consulting services. The initiative aims to address the need for RIAs to stay competitive and optimize their practices, offering peer benchmark grades on essential metrics, practice valuation enhancement, and deeper consulting engagements for advisors. The initiative is led by Dani Fava, Group Head of Product Innovation at Envestnet, and will be available via 1x1 consulting engagements, upcoming webinars, and engagements at Envestnet's in-person events.
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ENVESTNET DELIVERING INDUSTRY-LEADING CONNECTIVITY AND ADVANCES TO ITS WEALTH MANAGEMENT PLATFORM

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Envestnet is celebrating 25 years in business and showcasing its leading end-to-end technology integrations, new enhancements, and capabilities at the T3 Conference in Las Vegas. The company has become a leading provider of integrated technology, intelligent data, and wealth solutions, serving over 95% of the largest wealth management and brokerage firms and more than 107,000 financial advisors. Envestnet continues to lead in customer satisfaction and has seen significant growth in customer loyalty scores. The company will be presenting its new advisor experience, client portal, data and insights dashboard, client review tool, Envestnet Payments, MoneyGuide Single Page Plan, new client workflow demonstrations, and RIA Growth Lab at the conference.
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BILL CRAGER ANNOUNCES DECISION TO TRANSITION FROM CEO OF ENVESTNET AFTER MORE THAN TWO DECADES AT THE COMPANY

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Envestnet, Inc. (NYSE: ENV) announces CEO transition, reaffirms guidance
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ENVESTNET UNVEILS KEY TRENDS ESSENTIAL TO ADVISOR GROWTH IN 2024

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Envestnet, Inc. (NYSE: ENV) highlights key trends shaping the future of financial advice, emphasizing the role of AI, personalization, and technology in the sector. The report outlines the demand for end-to-end technology platforms, holistic advice, and the growing opportunity for advisors in the retirement market.
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Unlocking the Needs of Today's Affluent Investors, and Opportunities in Each Generation, for Advisors

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Envestnet (ENV) and The Center for Generational Kinetics unveil insights from a national study on the mindset of affluent American investors, offering actionable insights for financial advisors. The study reveals a decline in the sense of financial security among affluent Americans from 72% to 59% in 2023.
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Envestnet Launches Envestnet Retire Complete--Providing Advisors Access to a Competitive Retirement Savings Program for Clients

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Envestnet (ENV) and Empower Collaborate to Launch Envestnet Retire Complete, a New 401(k) Solution, Offering Cost-Effective and Streamlined Plans with Fiduciary and Investment Support
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FAQ

What is the current stock price of ENVESTNET (ENV)?

The current stock price of ENVESTNET (ENV) is $62.94 as of November 15, 2024.

What is the market cap of ENVESTNET (ENV)?

The market cap of ENVESTNET (ENV) is approximately 3.5B.

What does Envestnet, Inc. do?

Envestnet provides unified wealth management technology and services, empowering investment advisors with tools for better client outcomes and practice management.

What is Envestnet's flagship product?

Envestnet's flagship product is the Advisor Suite®, which enhances financial advisors' ability to manage client outcomes and strengthen their practice.

Who uses Envestnet's solutions?

Over 107,000 advisors, 16 of the 20 largest U.S. banks, 500 of the largest RIAs, and many other financial services firms use Envestnet's technology and services.

What significant acquisitions has Envestnet made?

Envestnet acquired Yodlee, a data aggregation provider, in 2015 and MoneyGuidePro, a financial planning tools provider, in 2019.

What is the RIA Growth Lab?

The RIA Growth Lab is a consulting service launched by Envestnet to help RIAs with practice valuation and leveraging technology for growth and productivity.

What are Quantitative Portfolios (QPs)?

Quantitative Portfolios (QPs) are Envestnet's direct indexing solutions that blend tax management with portfolio customization, launched to offer passive investment strategies with a personalized touch.

What is Envestnet's Wealth Management Platform?

Envestnet's Wealth Management Platform provides financial advisors with integrated data, performance reporting, and advanced technologies for enhanced productivity and client engagement.

How can I contact Envestnet for more information?

You can visit Envestnet's website at www.envestnet.com or call their toll-free number at (855) 769-0806 for more information.

How does Envestnet support financial advisors?

Envestnet supports financial advisors by providing technology and solutions that enhance productivity, client engagement, and overall practice management.

What recent events has Envestnet participated in?

Envestnet recently showcased their Wealth Management Platform at the FSI OneVoice conference and celebrated the 10th anniversary of their Quantitative Portfolios.

Stock ENV logo
ENVESTNET, INC.

NYSE:ENV

ENV Rankings

#1546 Ranked by Market Cap
N/A Ranked by Dividends

ENV Stock Data

3.48B
55.35M
1.16%
105.05%
5.18%
Software - Application
Services-business Services, Nec
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United States of America
BERWYN