Envestnet, Inc. (NYSE:ENV) Q2 2021 Earnings Conference Call August 5, 2021 5:00 PM ET Company Participants Brian Shipman – Head of Investor Relations Bill Crager – Chief Executive Officer Pete D’Arrigo – Chief Financial Officer Conference Call Participants Devin Ryan – JMP Securities Michael Young – Truist Securities Alex Kramm – UBS Peter Heckmann – D.A. Davidson Ryan Bailey – Goldman Sachs Chris Donat – Piper Sandler Surinder Thind – Jefferies Operator Thank you for standing by. This is the conference ope ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34835 | --- | --- | --- | |-----------------------------------------------------------------------------------|---------- ...

Envestnet, Inc. (NYSE:ENV) Q1 2021 Earnings Conference Call May 6, 2021 5:00 PM ET Company Participants Stephanie Daukus - Investor Relations Bill Crager - Co-Founder and Chief Executive Officer Pete D'Arrigo - Chief Financial Officer Conference Call Participants Devin Ryan - JMP Securities Alex Kramm - UBS Surinder Thind - Jefferies Peter Heckmann - D.A. Davidson Michael Young - Truist Securities Ryan Bailey - Goldman Sachs Chris Donat - Piper Sandler Operator Good day, everyone, and welcome to the Envestn ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34835 Envestnet, Inc. (Exact name of registrant as specified in its charter) Delaware 20-1409613 (State or other jurisdict ...

Envestnet, Inc. (NYSE:ENV) Q4 2020 Earnings Conference Call February 25, 2021 5:00 PM ET Company Participants Chris Curtis – Division Chief Financial Officer and Head of Investor Relations Bill Crager – Chief Executive Officer Pete D'Arrigo – Chief Financial Officer Conference Call Participants Alex Kramm – UBS Devin Ryan – JMP Securities Peter Heckmann – Davidson Will Cuddy – JPMorgan Ryan Bailey – Goldman Sachs Chris Donat – Piper Sandler Surinder Thind – Jefferies Operator Good day, everyone, and welcome ...

4Q 2020 Earnings Supplemental Presentation February 25, 2021 Safe Harbor Disclosure 2 This presentation contains forward-looking statements. These forward-looking statements include, in particular, statements about our plans, strategies and prospects. These statements are based on our current expectations and projections about future events. The words "may," "will," "should," "could," "expect," "scheduled," "plan," "seek," "intend," "anticipate," "believe," "estimate," "aim," "potential" or "continue" or th ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________ FORM 10-K _________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-34835 _________________________________________ Envestnet, Inc. (Exact name of registr ...

3Q 2020 Earnings Supplemental Presentation November 5, 2020 Safe Harbor Disclosure 2 This presentation contains forward-looking statements. These forward-looking statements include, in particular, statements about our plans, strategies and prospects. These statements are based on our current expectations and projections about future events. The words "may," "will," "should," "could," "expect," "scheduled," "plan," "seek," "intend," "anticipate," "believe," "estimate," "aim," "potential" or "continue" or the ...

Envestnet, Inc. (NYSE:ENV) Q3 2020 Earnings Conference Call November 5, 2020 5:00 PM ET Company Participants Chris Curtis – Division Chief Financial Officer and Head-Investor Relations Bill Crager – Chief Executive Officer Pete D’Arrigo – Chief Financial Officer Conference Call Participants Devin Ryan – JMP Securities Surinder Thind – Jefferies Alex Kramm – UBS Will Cuddy – JPMorgan Peter Heckmann – Davidson Chris Shutler – William Blair Chris Donat – Piper Sandler Operator Good day, everybody, and welcome ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34835 Envestnet, Inc. (Exact name of registrant as specified in its charter) Delaware 20-1409613 (State or other juris ...