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10-K
10-Q
8-K
3,4,5
Proxy
Prospectus
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Inv. presentation
Credit agrmnt [a]
Director departure
Quarterly results
Acq. announced
Appointed director
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ENVESTNET, INC. (ENV)
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Create: Alert |
All | News | Filings
| Date Filed | Type | Description |
| 05/06/2022 |
8-K/A
| Quarterly results |
| 08/06/2020 |
8-K/A
| Quarterly results |
| 07/11/2019 |
8-K/A
| Financial Statements and Exhibits|
Docs:
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"Consent of Keiter, Independent Auditors",
"Consent of Wiss & Company, LLP, Independent Auditors",
"Audited consolidated financial statements of PIEtech, Inc. and Subsidiaries as of and for the year ended December 31, 2018, and Independent Auditors’ Report thereon",
"Audited consolidated financial statements of PIEtech, Inc. and Subsidiaries as of and for the year ended December 31, 2017, and Independent Auditors’ Report thereon",
"Unaudited pro forma condensed combined financial statements and explanatory notes for Envestnet, Inc. as of and for the year ended December 31, 2018" |
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| 06/07/2019 |
8-K/A
| Financial Statements and Exhibits|
Docs:
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"Consent of Independent Registered Public Accounting Firm We consent to the incorporation by reference in the registration statements on Form S-8 of our report dated May 15, 2019, relating to the abbreviated financial statements of PortfolioCenter Business , a Business of The Charles Schwab Corporation prior to April 1, 2019, appearing in this Amendment No. 1 to Current Report on Form 8-K/A of Envestnet, Inc. filed on June 7, 2019. /s/ Deloitte & Touche LLP San Francisco, California",
"PortfolioCenter Business of Performance Technologies, Inc. Abbreviated Financial Statements December 31, 2018 and 2017 1",
"UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL STATEMENTS On April 1, 2019, pursuant to an asset purchase agreement , dated as of February 21, 2019, between Envestnet Inc. , Tamarac, Inc. , a wholly owned subsidiary of Envestnet, Performance Technologies, Inc. , a wholly owned subsidiary of The Charles Schwab Corporation , and Schwab, Tamarac completed the acquisition of certain assets, primarily consisting of intangible assets, and the assumption of certain liabilities, of the Sellers’ PortfolioCenter Business . The PortfolioCenter Business provides investment advisors and investment advisory service providers with desktop, hosted and outsourced multicustodial software solutions. These solutions provide data-management and performance-measurement tools, as well as customizable accountin..." |
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| 03/01/2019 |
8-K/A
| Quarterly results |
| 02/02/2018 |
8-K/A
| Financial Statements and Exhibits|
Docs:
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"Consent of KPMG LLP, Independent Auditors",
"Audited consolidated financial statements of Folio Dynamics Holdings, Inc. and Subsidiaries as of and for the year ended December 31, 2016, and Independent Auditors’ Report thereon",
"Consolidated financial statements of Folio Dynamics Holdings, Inc. and Subsidiaries as of September 30, 2017 (unaudited) and December 31, 2016 and for the nine months ended September 30, 2017 and 2016 (unaudited)",
"Unaudited pro forma condensed combined financial statements and explanatory notes for Envestnet, Inc. as of September 30, 2017, for the nine months ended September 30, 2017 and for the year ended December 31, 2016" |
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| 10/13/2017 |
8-K/A
| Quarterly results |
| 02/11/2016 |
8-K/A
| Financial Statements and Exhibits |
| 02/11/2015 |
8-K/A
| Financial Statements and Exhibits |
| 12/05/2014 |
8-K/A
| Financial Statements and Exhibits|
Docs:
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"Consent of KPMG LLP, Independent Accountants",
"Audited consolidated financial statements of Placemark Holdings, Inc. and Subsidiary as of and for the year ended December 31, 2013, and Independent Auditors' Report thereon",
"Unaudited condensed consolidated financial statements of Placemark Holdings, Inc. and Subsidiary as of June 30, 2014 and for the six months ended June 30, 2014 and 2013",
"Unaudited pro forma condensed combined financial statements and explanatory notes for Envestnet, Inc. as of June 30, 2014, for the six months ended June 30, 2014 and for the year ended December 31, 2013" |
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| 11/01/2013 |
8-K/A
| Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements... |
| 09/05/2013 |
8-K/A
| Form 8-K/A - Current report [Amend] |
| 04/05/2013 |
8-K/A
| Non-Reliance on Previously Issued Financial Statements or a Related Audit Report or Completed Interim Review, Financial State... |
| 03/05/2013 |
8-K/A
| Form 8-K/A - Current report [Amend] |
| 03/01/2013 |
8-K/A
| Changes in Registrant's Certifying Accountant, Financial Statements and Exhibits |
| 07/12/2012 |
8-K/A
| Form 8-K/A - Current report [Amend] |
| 02/27/2012 |
8-K/A
| Form 8-K/A - Current report [Amend] |
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