Envestnet, Inc. is a Software & Services company based in the United States of America. With an ESG score of 24.5, it is considered a medium risk investment. Envestnet offers wealth-management technology and solutions to registered investment advisors, banks, and broker/dealers. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. The company's portfolio management consultants offer research and consulting services to assist advisors, including third-party managed account products. Envestnet acquired Yodlee in 2015, enhancing its data aggregation capabilities. In 2019, MoneyGuidePro was acquired to strengthen its financial planning tools.