On the Record · Envestnet
Envestnet subsidiaries, as it lists them
The subsidiaries Envestnet lists in its latest annual report, with the jurisdiction of each, linked to the filing.
Subsidiaries it lists
| Subsidiary | Jurisdiction |
|---|---|
| Envestnet Asset Management, Inc. | Delaware |
| Envestnet Asset Management Canada, Inc. | Quebec |
| Envestnet Asset Management India Private Limited | India |
| Envestnet D&A Credit, LLC | Delaware |
| Envestnet Embedded Advisory, Inc. | Delaware |
| Envestnet Financial Technologies, Inc. | Delaware |
| Envestnet Holdings, LLC | Delaware |
| Envestnet Portfolio Solutions, Inc. | Delaware |
| Envestnet Retirement Solutions, LLC | Delaware |
| Envestnet Securities Holdings, LLC | Delaware |
| Envestnet Securities, Inc. | Delaware |
| Fiduciary Exchange, LLC | Delaware |
| Fiduciary Exchange Markets, LLC | Delaware |
| FolioDynamics Inc. | Delaware |
| Folio Dynamics Holdings Inc. | Delaware |
| FDx Advisors, Inc. | California |
| FIDx Group, LLC | Delaware |
| Klein Decisions, Inc. | North Carolina |
| M3Fn, LLC | Delaware |
| MoneyGuide, Inc. | Delaware |
| NetAssetManagement, Inc. | Delaware |
| Oltis Software LLC | Arizona |
| PMC International, Inc. | Colorado |
| Portfolio Brokerage Services, Inc. | Colorado |
| Portfolio Management Consultants, Inc. | Colorado |
| Prima Capital Holding, Inc. | Colorado |
| QRG Capital Management, Inc. | Delaware |
| Tamarac, Inc. | Washington |
| Yodlee, Inc. | Delaware |
| Yodlee Canada, Inc. | Canada |
| Yodlee Group Australia PTY Ltd. | Australia |
| Finbonacci Softsys Pvt, Ltd. | India |
| Yodlee Infotech Private Limited | India |
| Yodlee FinSoft Private Limited | India |
From Exhibit 21 of the 10-K for 2023. Companies must list their significant subsidiaries there and may leave out smaller ones, so this is the company’s own list, not every entity it owns.
Read from Envestnet’s annual reports (10-K for 2023, 10-K for 2022, 10-K for 2021) and the financial data it files with the SEC, as of 2024-02-28. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.