FinovateSpring 2016 / Envestnet and Envestnet | Yodlee
Presenter Profile:
How they describe themselves: Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 950 companies subscribe to the Envestnet | Yodlee platform to power financial apps and services for millions of consumers. Our solutions help digital customer experiences, and drive better outcomes for our clients and their customers.
How they describe their product/innovation: Advisor Now: Envestnet’s digital advice portal provides advisors and their institutions the technology and tools needed to deliver high-quality, personalized investment services however and whenever clients want them. Using a new feature available through the Advisor Now solution, which integrates the powerful data platform and FinApps from Envestnet | Yodlee, the investor can link all elements of their financial life into a single view to be shared with their advisor and to facilitate the creation and ongoing management of long term investment goals. With unique tools to access, manage, and project, making financial decisions has never been more rewarding or actionable.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Press: Margo Mendez-Penate, Account Director, LEWIS, margo.mendez-penate@teamlewis.com, 415-432-2403 (o), 917-297-1582 (m)
Sales: Pamela Jacobs, Head of Advisor Now, pamela.jacobs@envestnet.com, 312-818-5853
Website: envestnet.com | yodlee.com
Blog: blog.yodleeinteractive.com
Twitter: @ENVintel | @yodlee
HQ: Chicago, IL (Envestnet) and Redwood City, CA (Envestnet | Yodlee)
Founded: 1999
Product Demoed: Advisor Now featuring Envestnet | Yodlee Data Platform and Dashboard
Product Launch: Debut innovation at FinovateSpring 2016
Metrics: Empowers over 42,000 advisors to achieve higher standards in portfolio and practice management, more than 3.0 million investor accounts, supports over $792B of assets, $258B in AUM/A, full fiduciary support for $76B in AUM, $50B in net flows (in full year 2014), more than 1,000 points of platform customization, over 14,500 data sources (Yodlee), 76 patents (Yodlee), over 2,500 employees in Chicago (headquarters), New York, Boston, Dallas, Denver, Raleigh, Landis (NC), Seattle, St. Louis, Redwood City (CA), Sunnyvale (CA), Tucson, Bangalore, India, and Trivandrum, India
Presenters: Christina Eaves (VP, Advisor Now, Digital Advice Strategies), Molly Pandya (SVP, Product Management), Blake Wood (SVP & Director, Program Innovation)
- Key Executives
Jud Bergman (CEO), Bill Crager (President), Anil Arora (Vice Chairman, Chief Executive Envestnet | Yodlee)
Key Stats
- Key Board Members
Judson Bergman (Chairman, CEO, Director), Anil Arora (Vice Chairman, CEO, Envestnet | Yodlee), Ross Chapin (Director), Cynthia Egan (Director), James Fox (Director), James Johnson (Director), Charles “Chip” Roame (Director), Yves Sisteron (Director), Gregory Smith (Director)
- Key Investors
Publicly traded company (NYSE: ENV)