Trading name Envestnet Traded as NYSE: ENV Area served Worldwide CEO Judson Bergman (1999–) Founders Bill Crager, Jud Bergman | Type Public Industry Financial services Total assets $421 million (2015) Founded 1999 | |
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Stock price ENV (NYSE) US$ 35.10 +0.20 (+0.57%)10 Mar, 4:02 PM GMT-5 - Disclaimer Headquarters Chicago, Illinois, United States Subsidiaries Yodlee, Tamarac, Inc. Profiles | ||
Stuart depina and brandon rembe envestnet tamarac adds salesforce and client portal enhancements
Envestnet (NYSE: ENV) provides unified wealth management technology and services to financial advisors and institutions. As of September 2016, Envestnet supports over 51,000 advisors, and 3.6 million investor accounts and over $1 trillion in total assets with almost $334 billion of fee‐generating assets under management (AUM) and assets under administration (AUA)
Contents
- Stuart depina and brandon rembe envestnet tamarac adds salesforce and client portal enhancements
- Envestnet to acquire yodlee advizr updates and automated investing is pervasive
- References
The company's initial public offering of stock filed on the NYSE and went public on 28 July 2010. It priced at $9; at the bottom of the range of $9-$10. The major underwriters were Morgan Stanley (MS), UBS AG (UBS), and Barclays (BCS). The company raised $63M by selling 7M shares
In 2012 Envestnet purchased Tamarac for $54 million.
Envestnet to acquire yodlee advizr updates and automated investing is pervasive
References
Envestnet Wikipedia(Text) CC BY-SA