Data as of Jun 17
| +2.20 / +9.67%|
Envestnet, Inc. provides integrated wealth management software and services to financial advisors and institutions. The company offers advanced portfolio solutions through its Portfolio Management Consultants (PMC) software suite. Its investment solutions and services allow financial advisors to be more efficient and effective in the activities critical to their businesses by facilitating client interactions, supporting and enhancing portfolio management and analysis, and enabling reliable account support and administration. It was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.
|Jud Taft Bergman, MBA||Chairman & Chief Executive Officer|
|Josh Mayer||Executive Vice President & Operations Director|
|Pete H. D'Arrigo, MBA||Chief Financial Officer|
|Scott Grinis||Chief Technology Officer|