Security
Envestnet is committed to ensuring security by protecting information from unwarranted disclosure. This program is intended to give security researchers clear guidelines for conducting vulnerability discovery activities and to convey our preferences in how to submit discovered vulnerabilities to us.
Events
Demo 13th July
Leaf media cards video upload sample page
Asset Managers
Use the Envestnet ecosystem of solutions, intelligence, and technology to generate unique data and insights about your asset management clients, so you can help improve sales and distribution strategies.
Financial Professionals
The Envestnet ecosystem helps financial professionals be more efficient and effective using technology to streamline processes, offer greater personalization, and provide an enhanced customer experience. It’s all done so you can focus on deepening client relationships.
Financial Institutions
The Envestnet ecosystem can help financial institutions drive scalable growth with technology, data, and holistic solutions to enhance the client experience.
PETE D’ARRIGO

Mr. D'Arrigo is responsible for implementing and managing internal financial controls and budgets, managing the company's future capital investment requirements, cultivating relationships with outside financing sources, and helping to lead our major strategic initiatives, including mergers and...

SHELLY O’BRIEN

Ms. O'Brien joined Envestnet in 2002 and is responsible for the firm-wide legal and compliance function. As a member of the executive team, O’Brien works closely with Envestnet’s Board of Directors and senior leadership on legal and regulatory matters, corporate governance, mergers and acquisitions...

DANA D’AURIA, CFA

As Group President, Envestnet Solutions and Co-Chief Investment Officer at Envestnet, Dana is responsible for wealth and asset management solutions across Envestnet's ecosystem, including its research, overlay, direct indexing, sustainable investing and retirement services, as well as partnerships...