ENVESTNET, INC.

Company Details

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
Purpose:	INVESTING
Principal Address:	1000 CHESTERBROOK BOULEVARD SUITE 250, BERWYN, PA, 19312, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name	Role	Address
CT CORPORATION SYSTEM	Agent	450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

SECRETARY

Name	Role	Address
SHELLY O'BRIEN	SECRETARY	ONE NORTH WACKER, SUITE 1925 CHICAGO, IL 60606 USA

DIRECTOR

Name	Role	Address
ROSS CHAPIN	DIRECTOR	ONE NORTH WACKER, SUITE 1925 CHICAGO, IL 60606 USA
LUIS AGUILAR	DIRECTOR	ONE NORTH WACKER, SUITE 1925 CHICAGO, IL 60606 USA
GAYLE CROWELL	DIRECTOR	ONE NORTH WACKER, SUITE 1925 CHICAGO, IL 60606 USA
GREGORY SMITH	DIRECTOR	ONE NORTH WACKER, SUITE 1925 CHICAGO, IL 60606 USA
JAMES FOX	DIRECTOR	1000 CHESTERBROOK BOULEVARD, SUITE 250 BERWYN, PA 19312 USA
BARRY COOPER	DIRECTOR	1000 CHESTERBROOK BOULEVARD, SUITE 250 BERWYN, PA 19312 USA
VALERIE MOSLEY	DIRECTOR	ONE NORTH WACKER, SUITE 1925 CHICAGO, IL 60606 USA

CEO

Name	Role	Address
JAMES FOX	CEO	1000 CHESTERBROOK BLVD, SUITE 250 BERWYN, PA 19312 USA

CFO

Name	Role	Address
JOSHUA WARREN	CFO	ONE NORTH WACKER, SUITE 1925 CHICAGO, IL 60606 USA

CHIEF LEGAL OFFICER

Name	Role	Address
SHELLY O'BRIEN	CHIEF LEGAL OFFICER	ONE NORTH WACKER, SUITE 1925 CHICAGO, IL 60606 USA

CHIEF OPERATING OFFICER

Name	Role	Address
KATIE EVANS	CHIEF OPERATING OFFICER	1000 CHESTERBROOK BOULEVARD, SUITE 250 BERWYN, PA 19312 USA

CHIEF TECHNOLOGY OFFICER

Name	Role	Address
MARK DAVIS	CHIEF TECHNOLOGY OFFICER	1000 CHESTERBROOK BOULEVARD, SUITE 250 BERWYN, PA 19312 USA

SENIOR VICE PRESIDENT, FINANCE

Name	Role	Address
MATTHEW MAJOROS	SENIOR VICE PRESIDENT, FINANCE	1801 CALIFORNIA ST, FLOOR 23 DENVER, CO 80202 USA

PRINCIPAL ACCOUNTING OFFICER

Name	Role	Address
MATTHEW MAJOROS	PRINCIPAL ACCOUNTING OFFICER	1801 CALIFORNIA ST, FLOOR 23 DENVER, CO 80202 USA

CHIEF HUMAN RESOURCES OFFICER

Name	Role	Address
SHARON ROSENTHAL	CHIEF HUMAN RESOURCES OFFICER	1000 CHESTERBROOK BLVD, SUITE 250 BERWYN, PA 19312 USA

HEAD OF ACCOUNTING MANAGEMENT

Name	Role	Address
BARRY COOPER	HEAD OF ACCOUNTING MANAGEMENT	1801 CALIFORNIA ST, FLOOR 23 DENVER, CO 80202 USA

CHIEF STRATEGY OFFICER

Name	Role	Address
RICHARD ANESER	CHIEF STRATEGY OFFICER	1000 CHESTERBROOK BOULEVARD, SUITE 250 BERWYN, PA 19312 USA

GENERAL COUNSEL

Name	Role	Address
SHELLY O'BRIEN	GENERAL COUNSEL	ONE NORTH WACKER, SUITE 1925 CHICAGO, IL 60606 USA

Filings

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

Date of last update: 02 Jun 2025

Sources: Rhode Island Department of State