GURUFOCUS.COM » STOCK LIST » Technology » Software » Envestnet Inc (FRA:30E) » Definitions » Securities & Investments

Envestnet (FRA:30E) Securities & Investments


View and export this data going back to 2010. Start your Free Trial

What is Envestnet Securities & Investments?

Securities & Investments only applies to banks.


Envestnet (FRA:30E) Business Description

Industry
Traded in Other Exchanges
Address
1000 Chesterbrook Boulevard, Suite 250, Berwyn, Pennsylvania, IL, USA, 60601
Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet's portfolio management consultants provide research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation, which is reported in the firm's data and analytics segment. In 2019, Envestnet acquired MoneyGuidePro to bolster its financial planning tools.