Envestnet Investor Relations Material
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Q4 2023
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Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. The company operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers an integrated family of products and services that enables advisors to manage their practices through client management tools, compliance technology, portfolio management technologies and reporting. The Envestnet Data & Analytics segment delivers technology and data analytics-based solutions that allow advisors and clients to manage their portfolios through robo-advisory platforms
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Q4 2023
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