Envestnet Welcomes Dawn Newsome as Chief Business Operations Officer

New hire joins executive team to Optimize the Delivery of Envestnet's Financial Ecosystem for an Intelligent & Connected Financial Life

CHICAGO, Nov. 1, 2021 -- Envestnet, Inc. announces that Dawn Newsome has joined the firm as Chief Business Operations Officer. As a member of the executive team, Dawn will ensure Envestnet remains well-positioned to continue building and expanding its financial wellness network.

"We are fully vested to deliver the financial ecosystem which empowers advisors to facilitate an intelligent and connected financial life for their clients," said Bill Crager, Co-Founder and CEO of Envestnet. "Dawn will work across our business lines to reinforce our alignment and focus to achieve this goal. We look forward to working with her to support our scalable growth through streamlined operations."

Ms. Newsome, who works out of the Berwyn, PA office and reports directly to Mr. Crager, will work with all divisions to help Envestnet deliver on its objectives, reach its financial milestones, and continue to grow its market share. She will also drive Envestnet's more immediate priorities and initiatives, including efforts to operationalize new ventures that support its expansion.

Ms. Newsome has more than 25 years of experience in the financial services industry. She joined Envestnet from TP ICAP, the world's largest inter-dealer broker, where she was CEO of the Americas. In this role, she was responsible for overall management across business lines and support functions. Ms. Newsome also served as Chief Operating Officer of Liquidnet, a fully electronic agency broker which was acquired by TP ICAP in March 2021.

Prior to TP ICAP, Ms. Newsome served as an in-business Chief Technology Officer for Nomura's Global Rates and Americas Liquid Products organizations, where she managed technology strategy and electronic product offerings. She also held leadership positions at NatWest (formerly Royal Bank of Scotland) and JP Morgan.

"I am excited to join Envestnet during a time of tremendous growth and opportunity. I believe that Envestnet's ecosystem will continue to expand and strengthen its capabilities to support our clients and further connect the financial lives of consumers," said Dawn Newsome, Chief Business Operations Officer of Envestnet.

About Envestnet

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Nearly 108,000 advisors and more than 6,000 companies—including 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies—leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors, and their clients.

For more information, please visit www.envestnet.com, subscribe to our blog, and follow us on Twitter (@ENVintel) and LinkedIn.

Media Contact:

Dana Taormina
JConnelly for Envestnet
973.647.4626
envestnetpr@jconnelly.com 

Information is current only as of the date(s) indicated on the materials. We do not have any current intention, and expressly disclaim any obligation, to supplement, update or revise any of the information in these documents. The information contained in these documents should be considered accurate only as of the date of the relevant document. This information may change over time; therefore, visitors to this web site should not assume that the information contained in these documents remains accurate at a later time. Envestnet, Inc.'s press releases, presentations and printed remarks are included on this website for historical purposes only.

Except for historical information and discussions, statements set forth throughout this web site may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 or other applicable laws. These statements involve a number of risks, uncertainties, and other factors that could cause actual results to differ materially, as discussed in the company's filings with the U.S. Securities and Exchange Commission.

Envestnet, Inc.'s financial performance is subject to risks and uncertainties, some of which are discussed in forward-looking statements contained in its reports filed with the U.S. Securities and Exchange Commission. Actual results may differ materially from those described in the forward-looking statements. The stock data above is presented for informational purposes only and is not intended for trading purposes. Stock information may be delayed and reflects stock splits. Historical investment performance is not an indication of future performance.

The information provided on the Investor Relations pages is hosted by a third party. Envestnet, Inc. does not control and is not responsible for any third party content and makes no representations as to the timeliness or accuracy of such content.