Envestnet
| Envestnet Inc. | |
| Public | |
| Traded as | NYSE: ENV |
| Industry | Financial services |
| Founded | 1999 |
| Headquarters | Chicago, IL, U.S. |
Key people |
Jud Bergman, co-founder and CEO Bill Crager, co-founder and (President |
| Total assets | $421 million (2015) |
Number of employees |
|
| Website |
envestnet |
Envestnet (NYSE: ENV) provides unified wealth management technology and services to financial advisors and institutions. As of March 2016, Envestnet supports over 47,000 advisors, and almost 3.5 million investor accounts and over $850 billion in total assets with almost $290 billion of fee‐generating assets under management (AUM) and assets under administration (AUA)
The company's initial public offering of stock filed on the NYSE and went public on the 28th of July 2010. It priced at $9; at the bottom of the range of $9-$10. The major underwriters were Morgan Stanley (MS), UBS AG (UBS), and Barclays (BCS). The company raised $63M by selling 7M shares[1]
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