Envestnet 2017 Investor Presentation

Envestnet is a cloud-based wealth management platform serving over 52,000 advisors, 5.8 million investor accounts, and $1 trillion in total assets. The company provides open architecture solutions with data aggregation through Envestnet | Yodlee, supporting $333 billion in fee-generating AUM/AUA. Founded in 2010, Envestnet has achieved significant growth through acquisitions and technology innovation, ranking #1 by platform assets according to the Money Management Institute.