Jill Carey Hall, BofA Securities, and Dana D'Auria, Envestnet co-CIO, join 'Closing Bell Overtime' to talk the day's market action.
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Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
| - Industry | - Sector | Mr. James Lawrence Fox CEO | CXA Exchange | US29404K1060 ISIN |
| United States Country | 3,069 Employees | - Last Dividend | - Last Split | 29 Jul 2010 IPO Date |
Envestnet, Inc. is a prominent provider of wealth management software and services, operating both domestically in the United States and internationally. The company facilitates its offerings through two primary segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. With a focus on delivering end-to-end, open architecture platforms for wealth management, and advanced data aggregation, analysis, and digital advice capabilities, Envestnet is dedicated to transforming data into actionable intelligence. Founded in 1999 and based in Berwyn, Pennsylvania, Envestnet has expanded its solutions to cater to a wide range of clients, including retail banks, credit unions, wealth managers, financial advisors, fintech innovators, and other financial institutions.
An advanced wealth management platform offering end-to-end open architecture solutions. This platform supports comprehensive data aggregation, reporting, analytics, and digital advice capabilities.
Transforms complex data into actionable intelligence, helping financial professionals make informed decisions.
A software suite that combines trading, rebalancing, portfolio accounting, performance reporting, and client relationship management into one comprehensive package.
Provides goals-based financial planning solutions that cater to the needs of the financial services industry, enabling more personalized advice.
Offers a comprehensive set of services designed for advisor-sold retirement plans, enhancing the retirement planning process.
Delivers research and consulting services to help advisors create bespoke investment solutions, including portfolio overlay and tax optimization services.
A revenue management solution that provides hosted fee-billing services, simplifying the financial operations for advisors and firms.
A leading-edge platform that offers data aggregation, analytics, and digital experiences. It provides clients and account holders with seamless data connectivity via open APIs, enriched data solutions, AI-based analytics, and engaging digital experiences.