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ENVESTNET, INC.

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Company Details

Name: ENVESTNET, INC.
Jurisdiction: Idaho
Legal type: Foreign Business Corporation
Status: Active-Good Standing
Date of registration: 05 Mar 2018 (7 years ago)
Financial Date End: 31 Mar 2026
Entity Number: 634338
Place of Formation: DELAWARE
File Number: 634338
Principal Address: 1000 CHESTERBROOK BLVD, SUITE 250 BERWYN, PA 19312
Mailing Address: SUITE 250 1000 CHESTERBROOK BOULEVARD BERWYN, PA 19312

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 1555 W SHORELINE DR, STE 100, BOISE, ID 83702

Governor

Name Role Address Appointed On
Bill Crager Governor 1000 CHESTERBROOK BLVD, SUITE 250, BERWYN, PA 19312 2022-11-14

Secretary

Name Role Address Appointed On
Shelly O'Brien Secretary 35 E WACKER DR, CHICAGO, IL 60601 2023-03-12

Director

Name Role Address Appointed On Resigned On
Gregory Smith Director 35 E WACKER DR, SUITE 2400, CHICAGO, IL 60601 2024-03-12 2024-03-12
Valerie Mosley Director ONE NORTH WACKER, CHICAGO, IL 60606 2024-03-12 2024-03-12
James Fox Director 35 E WACKER DR, SUITE 2400, CHICAGO, IL 60601 2024-03-12 2024-03-12
Gayle Crowell Director 35 E WACKER DR, SUITE 2400, CHICAGO, IL 60601 2024-03-12 2024-03-12
Bill Crager Director 1000 CHESTBROOK BLVD, SUITE 250, BERWYN, PA 19312 2024-03-12 2024-03-12
Ross Chapin Director 35 E WACKER DR, SUITE 2400, CHICAGO, IL 60601 2024-03-12 2024-03-12
Luis Aguilar Director 35 E WACKER DR, SUITE 2400, CHICAGO, IL 60601 2021-02-04 2024-03-12

Filing

Filing Name Filing Number Filing date
Annual Report 0006103493 2025-02-10
Annual Report 0005644906 2024-03-12
Annual Report 0005153425 2023-03-12
Amendment of Foreign Registration Statement 0004992853 2022-11-14
Registered Agent Name/Address Change (mass change) 0004900882 2022-09-12

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Date of last update: 16 May 2025

Sources: Idaho Secretary of State