Envestnet, Inc. is a leading provider of wealth management software and services across the globe. The company, which operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments, offers a range of solutions to various players in the financial services industry. Envestnet Wealth Solutions provides end-to-end open architecture wealth management platform, data aggregation and reporting, data analytics, and digital advice capabilities through Envestnet | Enterprise. Additionally, the company offers trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software through Envestnet | Tamarac. Envestnet's goals-based financial planning solutions to the financial services industry are available via Envestnet | MoneyGuide. Moreover, the company's Envestnet | Retirement Solutions suite provides a range of services for advisor-sold retirement plans. Finally, Envestnet | Portfolio Management Consultants offer research and consulting services to assist advisors in creating investment solutions for their clients, portfolio overlay, and tax optimization services. On the other hand, Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, data intelligence, and experiences platform that enables consumers to aggregate financial accounts within client applications. The Envestnet Data & Analytics also provides clients with the functionality to gather, refine, and aggregate various sets of consumer permissioned data for use in financial applications, reports, market research analysis, and APIs. The company serves various clients across various verticals, including retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, research, and analyst firms. Envestnet also caters to personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. Envestnet, Inc., which was established in 1999, has its headquarters in Berwyn, Pennsylvania.