Envestnet Investor Relations Material

Envestnet, Inc. is a U.S.-based financial technology company providing integrated software and services for wealth management and financial advisory firms. The company offers a platform that supports portfolio management, financial planning, data aggregation, and analytics. Envestnet’s solutions help financial professionals deliver personalized advice, streamline operations, and enhance client engagement. The company is headquartered in Berwyn, Pennsylvania, and its shares are listed on the New York Stock Exchange.