Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________ FORM 10-K _________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-34835 _________________________________________ Envestnet, Inc. (Exact name of registr ...

3Q 2021 Earnings Supplemental Presentation November 8, 2021 © 2021 Envestnet, Inc. All rights reserved. Safe Harbor Disclosure 2 This presentation contains forward-looking statements. These forward-looking statements include, in particular, statements about our plans, strategies and prospects. These statements are based on our current expectations and projections about future events. The words "may," "will," "should," "could," "expect," "scheduled," "plan," "seek," "intend," "anticipate," "believe," "estima ...

Envestnet, Inc. (NYSE:ENV) Q3 2021 Earnings Conference Call November 8, 2021 5:00 PM ET Company Participants Brian Shipman - Head, IR William Crager - Co-Founder, CEO, President & Director Peter D'Arrigo - CFO Conference Call Participants Devin Ryan - JMP Securities Alexander Kramm - UBS Surinder Thind - Jefferies Peter Heckmann - D.A. Davidson & Co. Ryan Bailey - Goldman Sachs Group Michael Young - Truist Securities Operator Greetings. Welcome to the Envestnet Third Quarter 2021 Earnings Conference Call. [ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34835 Envestnet, Inc. (Exact name of registrant as specified in its charter) Delaware 20-1409613 (State or other jur ...

August 5, 2021 n/m - not meaningful Envestnet Reports Second Quarter 2021 Financial Results Revenues, adjusted EBITDA and adjusted EPS exceed guidance in Q2 2021, Raising 2021 Outlook CHICAGO--(BUSINESS WIRE)-- Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and six months ended June 30, 2021. | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------- ...

Envestnet, Inc. (NYSE:ENV) Q2 2021 Earnings Conference Call August 5, 2021 5:00 PM ET Company Participants Brian Shipman – Head of Investor Relations Bill Crager – Chief Executive Officer Pete D’Arrigo – Chief Financial Officer Conference Call Participants Devin Ryan – JMP Securities Michael Young – Truist Securities Alex Kramm – UBS Peter Heckmann – D.A. Davidson Ryan Bailey – Goldman Sachs Chris Donat – Piper Sandler Surinder Thind – Jefferies Operator Thank you for standing by. This is the conference ope ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34835 | --- | --- | --- | |-----------------------------------------------------------------------------------|---------- ...

Envestnet, Inc. (NYSE:ENV) Q1 2021 Earnings Conference Call May 6, 2021 5:00 PM ET Company Participants Stephanie Daukus - Investor Relations Bill Crager - Co-Founder and Chief Executive Officer Pete D'Arrigo - Chief Financial Officer Conference Call Participants Devin Ryan - JMP Securities Alex Kramm - UBS Surinder Thind - Jefferies Peter Heckmann - D.A. Davidson Michael Young - Truist Securities Ryan Bailey - Goldman Sachs Chris Donat - Piper Sandler Operator Good day, everyone, and welcome to the Envestn ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34835 Envestnet, Inc. (Exact name of registrant as specified in its charter) Delaware 20-1409613 (State or other jurisdict ...

Envestnet, Inc. (NYSE:ENV) Q4 2020 Earnings Conference Call February 25, 2021 5:00 PM ET Company Participants Chris Curtis – Division Chief Financial Officer and Head of Investor Relations Bill Crager – Chief Executive Officer Pete D'Arrigo – Chief Financial Officer Conference Call Participants Alex Kramm – UBS Devin Ryan – JMP Securities Peter Heckmann – Davidson Will Cuddy – JPMorgan Ryan Bailey – Goldman Sachs Chris Donat – Piper Sandler Surinder Thind – Jefferies Operator Good day, everyone, and welcome ...