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Envestnet, Inc

Company Description

Envestnet, Inc. engages in the provision of integrated portfolio, wealth management technology, practice management and reporting solutions to financial advisors and institutions. Its web-based platform, Tamarac, helps to unify portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management system. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL. [Source: MarketWatch]

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