2017 Annual Report
2017 Annual Report
Enabling Financial Wellness
Envestnet’s unified technology connects the critical components of managing wealth with its key constituents: advisors, enterprises, service providers, and clients. Our ability to drive better outcomes through better intelligence empowers our clients to better enable financial wellness. Learn how we’ve built on our vision in 2017, and how we’ll grow in the years ahead.
Fellow Shareholders:
Envestnet is empowered by a fundamental mission—to enable financial wellness. Our unparalleled technology and ability to scale has allowed us to deliver better outcomes for our clients through better intelligence. And, our success in accomplishing this mission is beneficial not only to the clients we serve, but also to our firm and its shareholders.
Letter from the Chairman

Enhanced Growth

Total Advisors

We added more than 100 new advisors every week of the year in 2017.

Total Platform Accounts

We opened more than 1000 new accounts every business day of the year in 2017.

Total Platform Assets ($millions)

We generated assets steadily, reaching nearly $1.4 trillion as of 12/31/17.

Enhanced Network

Banks

16 of the 20 largest U.S. banks

Institutions

39 of the 50 largest wealth management and brokerage firms

Advisors

More than 500 of the largest Registered Investment Advisers

FinTech Firms

More than 500 of Internet services companies

Asset Managers

More than 1,600 third-party investment managers; 92 of the top 100 SMA Managers

Enhanced Data

Our smart systems combine and enrich investment data, consumer data, analytics, and other outside data resources to unlock valuable insights that drive better outcomes and enable financial wellness.

  • More than 16,000 data sources for aggregation
  • 7 million accounts reconciled per day
  • Direct data feeds from multiple sources including custodians, brokerage accounts, client-permissioned personal finance accounts, CRMs, third-parties, and more
  • More than 100 million end users

Enhanced Growth

Total Advisors

We added more than 100 new advisors every week of the year in 2017.

Total Platform Accounts

We opened more than 1000 new accounts every business day of the year in 2017.

Total Platform Assets ($millions)

We generated assets steadily, reaching nearly $1.4 trillion as of 12/31/17.

Enhanced Network

Banks

16 of the 20 largest U.S. banks

Institutions

39 of the 50 largest wealth management and brokerage firms

Advisors

More than 500 of the largest Registered Investment Advisers

FinTech Firms

More than 500 of Internet services companies

Asset Managers

More than 1,600 third-party investment managers; 92 of the top 100 SMA Managers

Enhanced Data

Our smart systems combine and enrich investment data, consumer data, analytics, and other outside data resources to unlock valuable insights that drive better outcomes and enable financial wellness.

  • More than 16,000 data sources for aggregation
  • 7 million accounts reconciled per day
  • Direct data feeds from multiple sources including custodians, brokerage accounts, client-permissioned personal finance accounts, CRMs, third-parties, and more
  • More than 100 million end users
The Power of Our Network
Check out some key takeaways from 2017 that highlight the power of our unifying operating system.
Download the Report
For more information, visit our Investor Relations site.


Welcome to the 2017
Envestnet Annual Report
For the optimal experience we invite you to
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Introduction Chairman's Letter The Power of Our Network Download