Envestnet, Inc.

Active Chicago, IL

Envestnet, Inc. Overview

Envestnet, Inc. filed as a Statement & Designation By Foreign Corporation in the State of California on Friday, February 16, 2018 and is approximately eight years old, as recorded in documents filed with California Secretary of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.

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Name
Bill Crager 8 ~ Background Report ~	President Director Chief Executive Officer
Valerie Mosley ~ Background Report ~	Director
Gregory Smith ~ Background Report ~	Director
Ross Chapin ~ Background Report ~	Director Chairman
Gayle Crowell 1 ~ Background Report ~	Director
Laura Dunne 1 ~ Background Report ~	Director Senior VP, Corp Fin. VP and Treas
Luis Aguilar ~ Background Report ~	Director
James Fox ~ Background Report ~	Director
Shelly Obrien ~ Background Report ~	Chief Legal Officer Corporate Secretary General Counsel Secretary
Robert Coppola 1 ~ Background Report ~	Chief Technology Off
Peter D'Arrigo 4 ~ Background Report ~	Chief Financial Officer CFO Treasurer
Matthew Majoros 3 ~ Background Report ~	Senior VP, Finance/P Vice President
Joshua Mayer 4 ~ Background Report ~	Chief Operating Officer COO
Sharon Rosenthal 3 ~ Background Report ~	Chief HR Officer
Barry Cooper 2 ~ Background Report ~	Managing Director Head of Accounting M
Richard Aneser 1 ~ Background Report ~	Chief Strategy Offic
Mary Ellen Dugan ~ Background Report ~	Chief Marketing Officer
Lori Lundrigan 4 ~ Background Report ~	Senior VP Finance/Ta
Jud Bergman 5 ~ Background Report ~	Chairman President Director
Judson Bergman 6 ~ Background Report ~	President
Stuart Depina 2 ~ Background Report ~	President
Anil Arora 4 ~ Background Report ~	Director
Shelly A. O'Brien 4 ~ Background Report ~
Scott Grinis 1 ~ Background Report ~

Showing 8 records out of 24

Other Companies for Envestnet, Inc.

Envestnet, Inc. is listed as an officer of another company.

Name	Status	Incorporated	Key People	Role
Envestnet Retirement Solutions, LLC	Active	2018	2	Member

Florida Department of State

Filing Type:	Foreign for Profit Corporation
Status:	Active
State:	Florida
State ID:	F18000000817
Date Filed:	Monday, February 19, 2018

California Secretary of State

Filing Type:	Statement & Designation By Foreign Corporation
Status:	Active
State:	California
Foreign State:	Delaware
State ID:	04114853
Date Filed:	Friday, February 16, 2018

Texas Secretary of State

Filing Type:	Foreign For-Profit Corporation
Status:	Active In existence
State:	Texas
State ID:	802940088
Date Filed:	Friday, February 16, 2018

Corporate Notes

Source	Date	Type	Note
	2/16/2018	Application for Registration
	12/31/2020	Public Information Report (PIR)
	11/2/2022	Application for Amended Registration
	12/31/2022	Public Information Report (PIR)

Trademarks for Envestnet, Inc.

	Envestnet Yodlee Serial Number: 87166517 Drawing Code:
	Ers Score Serial Number: 87159562 Drawing Code: 4000
	Return on Advice Serial Number: 86920772 Drawing Code: 4000