Envestnet, Inc. (ENV)

63,07 -0,13 (-0,21 %) À la clôture : 04:00PM EDT

Envestnet, Inc.

1000 Chesterbrook Boulevard
Suite 250
Berwyn, PA 19312
United States
312 827 2800
https://www.envestnet.com

Secteur(s): Technology
Secteur d’activité: Software - Application
Employés à temps plein: 3 069

Dirigeants clés

Nom	Titre	Payer	Exercé	Année de naissance
Mr. James Lawrence Fox	Interim CEO & Chairman	88,25k	S.O.	1952
Mr. William C. Crager	Co-Founder & Strategic Advisor	1,36M	641,92k	1964
Mr. Joshua B. Warren	Chief Financial Officer	1,44M	S.O.	1980
Ms. Shelly S. O'Brien J.D.	Chief Legal Officer, General Counsel & Corporate Secretary	734,38k	S.O.	1966
Ms. Dana Marie D'Auria C.F.A.	Co-Chief Investment Officer & Group President of Envestnet Solutions	S.O.	S.O.	1977
Grace Wagner	Director of Investor Relations	S.O.	S.O.	S.O.
Ms. Sharon Rosenthal	Chief Human Resources Officer	S.O.	S.O.	S.O.
Mr. Matthew J. Majoros	Senior Vice President of Financial Reporting	S.O.	S.O.	1966
Mr. Andrew Stavaridis	Chief Relationship Officer & Group Head of Wealth Solutions Distribution	S.O.	S.O.	S.O.
Ms. Molly Weiss	Group President of Wealth Management Platform	S.O.	S.O.	S.O.

Les montants ont été établis en date du 31 décembre 2023 et les valeurs de compensation concernent le dernier exercice fiscal clos à cette date. Le terme « rémunération » désigne le salaire, les bonus, etc. Le terme « exercé » est utilisé pour la valeur des options exercées au cours de l’exercice fiscal. Devise exprimée en USD.

Description

Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. This segment also provides Envestnet | Workplace Solutions which offers a suite of services for advisor-sold retirement plans; Envestnet | PMC that offer research and consulting services to assist advisors in creating investment solutions, and portfolio overlay and tax optimization services; and Envestnet | Billing Solutions which provides revenue management and hosted fee-billing solutions. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, analytics, and digital experiences platform that provides clients and their account holders with data connectivity via open APIs, data enrichment, AI-based analytics, and digital experiences. It serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, financial technology innovators, financial advisory firms, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania.

Gouvernance d’entreprise

L’ISS Governance QualityScore de Envestnet, Inc. en date du 1 juillet 2024 est 5. Les scores principaux sont Audit : 8; Société : 5; Droits des actionnaires : 7; Compensation : 1.

Résultats de gouvernance d’entreprise offerts par Institutional Shareholder Services (ISS). Les résultats indiquent un rang décile par rapport à l’indice ou à la région. Un résultat décile de 1 indique un risque de gouvernance faible, tandis que 10 indique un risque de gouvernance élevé.