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COMPANY STATISTICS

  • Founded in 1999
  • $45 billion in assets under management and administration*
  • More than 440,000 investor accounts *
  • 300+ employees
  • Headquartered in Chicago, IL

        *As of 12/31/07

Articles

All News Articles


The Stock Market Fights Itself
U.S. News & World Report,  27-Jul-07

SMAs Offer Retirement Auto-Pilot -- McKinsey study says investors want advice more than ever
Financial-Planning.com,  13-Jul-07

SMAs Offer Retirement Auto-Pilot
Money Management Executive,  9-Jul-07

Envestnet Wins Banks to Open Architecture Trend
American Banker,  23-May-07

WALL ST WEEK AHEAD-Optimism on payrolls, earnings to lift stocks
Reuters News,  6-Apr-07

One on One With Bill Crager of Envestnet Asset Management
Investment News,  2-Apr-07

Going All Out: Shrouded in secrecy, outsourcing is said to have its share of converts on Wall Street
Investment Dealer Digest,  19-Mar-07

Fidelity Brings Unified Managed Accts to RIAs
FundFire,  6-Feb-06

Software Provider or Fiduciary? Envestnet's founder wants his company to be both. His timeline for making it work isn't infinite.
Financial Planning,  1-Oct-05

RETIREMENT PLAN ADVISOR:
An SMA for 401(k)s

Investment Advisor,  18-May-05

EnvestnetPMC, Net Asset Management to Merge
Investment Advisor,  2-Apr-04

EnvestnetPMC to Gain Heft In Consolidating Segment
American Banker,  1-Apr-04

Envestnet Gains Critical Mass Via Merger
FUNDFire,  31-Mar-04

EnvestnetPMC Joins Multi-Style Converts
FUNDfire,  6-Feb-04

 

 

 

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