ENVESTNET, INC.
ENV US29404K1060
Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet's portfolio management consultants provide research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation, which is reported in the firm's data and analytics segment. In 2019, Envestnet acquired MoneyGuidePro to bolster its financial planning tools.
Annual Performance 1
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| -1% | -23% | -20% | 27% | 0% |
Annual Insiders Turnover, USD 2
1 annual and historical performance metrics are recalculated on a daily basis;
2 represents the total value of insider transactions (both buying and selling);
Insider Activity
| Person | Price | Shares | Total | Published | Completed |
|---|---|---|---|---|---|
| Cooper Barry D. CCO |
63.15 USD |
34,424 Sold |
2,173,876 USD |
25/11/2024 | 25/11/2024 |
| Warren Joshua CFO |
63.15 USD |
49,039 Sold |
3,096,813 USD |
25/11/2024 | 25/11/2024 |
| O'brien Shelly CLO |
63.15 USD |
84,734 Sold |
5,350,952 USD |
25/11/2024 | 25/11/2024 |
| Mosley Valerie O |
63.15 USD |
15,533 Sold |
980,909 USD |
25/11/2024 | 25/11/2024 |
| Turner Barbara O |
63.15 USD |
7,168 Sold |
452,659 USD |
25/11/2024 | 25/11/2024 |
| Fox James L CEO |
63.15 USD |
37,476 Sold |
2,366,609 USD |
25/11/2024 | 25/11/2024 |
| Smith Gregory A O |
63.15 USD |
31,166 Sold |
1,968,133 USD |
25/11/2024 | 25/11/2024 |
| Crowell Gayle A O |
63.15 USD |
17,075 Sold |
1,078,286 USD |
25/11/2024 | 25/11/2024 |
| Crowell Gayle A O |
63.15 USD |
3,852 Sold |
243,254 USD |
25/11/2024 | 25/11/2024 |
| Majoros Matthew CCO |
63.15 USD |
14,996 Sold |
946,997 USD |
25/11/2024 | 25/11/2024 |