| Name: | ENVESTNET, INC. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 20 Feb 2018 (7 years ago) |
| Identification Number: | 001681674 |
| Place of Formation: | DELAWARE |
| Principal Address: | 1000 CHESTERBROOK BOULEVARDSUITE 250, BERWYN, PA, 19312, USA |
| Purpose: | INVESTING |
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
| Name | Role | Address |
|---|---|---|
| SHELLY O'BRIEN | SECRETARY | 1000 CHESTERBROOK BOULEVARD,SUITE 250 BERWYN, PA 19312 USA |
| Name | Role | Address |
|---|---|---|
| BILL CRAGER | CEO | 1000 CHESTERBROOK BOULEVARD,SUITE 250 BERWYN, PA 19312 USA |
| Name | Role | Address |
|---|---|---|
| JOSH WARREN | CFO | 1000 CHESTERBROOK BOULEVARD,SUITE 250 BERWYN, PA 19312 USA |
| Name | Role | Address |
|---|---|---|
| LORI LUNDRIGAN | VICE PRESIDENT | 1000 CHESTERBROOK BOULEVARD,SUITE 250 BERWYN, PA 19312 USA |
| Name | Role | Address |
|---|---|---|
| BILL CRAGER | DIRECTOR | 1000 CHESTERBROOK BOULEVARD,SUITE 250 BERWYN, PA 19312 USA |
| ROSS CHAPIN | DIRECTOR | 1000 CHESTERBROOK BOULEVARD,SUITE 250 BERWYN, PA 19312 USA |
| LUIS AGUILAR | DIRECTOR | 1000 CHESTERBROOK BOULEVARD,SUITE 250 BERWYN, PA 19312 USA |
| GAYLE CROWELL | DIRECTOR | 1000 CHESTERBROOK BOULEVARD,SUITE 250 BERWYN, PA 19312 USA |
| Number | Name | File Date |
|---|---|---|
| 202451276700 | Annual Report | 2024-04-17 |
| 202327116640 | Annual Report | 2023-01-31 |
| 202214857720 | Annual Report | 2022-04-15 |
| 202192696580 | Annual Report | 2021-02-24 |
| 202033632180 | Annual Report | 2020-02-03 |
| 201985936320 | Annual Report | 2019-02-05 |
| 201858631510 | Application for Certificate of Authority | 2018-02-20 |
Date of last update: 27 Oct 2024
Sources: Rhode Island Department of State
