Envestnet, Inc. offers wealth management software and services globally through its Envestnet Wealth Solutions and Envestnet Data & Analytics segments, providing data aggregation and reporting, trading, portfolio accounting, performance reporting, and client relationship management capabilities. The company also offers goals-based financial planning solutions and retirement plan services, research and consulting services for investment solutions, and a cloud-based platform for digital financial services. Envestnet, Inc. has been serving clients since 1999 and is based in Chicago, Illinois.