Envestnet, Inc. [ENV] is a leading provider of technology-enabled investment and practice management solutions to financial advisors. Envestnet, Inc. is a leading independent provider of technology-enabled, Web-based investment solutions and services to financial advisors. By integrating a wide range of investment solutions and services, our technology platform provides financial advisors with the flexibility to address their clients’ needs. We work with financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions, which we refer to as enterprise clients. We focus our technology development efforts and our sales and marketing approach on addressing financial advisors’ front-, middle- and

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Investment Date

March 2000


Paul Koontz