Envestnet Asset Management, Inc.

Envestnet Asset Management, Inc.

Envestnet Asset Management, Inc.

Date Founded



35 East Wacker Drive,Suite 2400,24th floor,Chicago, IL 60601-2310

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

Envestnet Asset Management provides investment advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. For constructing Envestnet's proprietary strategies (PMC and Sigma strategies) and in assisting advisors with selecting asset allocations and portfolio construction Envestnet uses the capital markets assumptions construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes. Envestnet Asset Management can select investment strategies using a variety of search screens on the Envestnet technology platform that are configurable to create advisor specific selection criteria.

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Executives & Employees

Co-Founder & Executive Vice President


Chief Financial Officer

Chief Operating Officer

Executive Vice President/General Counsel/Secretary

Chief Technology Officer

Senior Vice President, Chief Compliance Officer

Group President, Envestnet & Tamarac


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Advisors & Consultants

Partner at Veris Wealth Partners LLC

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Talon Merchant Capital invests in middle-market consumer product companies that are experiencing growth, restructuring and change. They target companies with revenues of $15 million to $500 million.

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Orca Bay Partners provides capital for growth financings, buyouts, and recapitalizations of companies in the asset and wealth management sectors of the financial services industry. The firm looks for growing, profitable businesses with significant operating leverage and outstanding management teams.

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Foundation Capital focuses on investments in the fields consumer, information technology and financial technology. The firm leads financing for early stage capital requirements with an initial investment size ranging from $1 to $10 million.

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