ENVESTNET, INC. Business Finance Contracts & Agreements

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First Supplemental Indenture to 2.625% Convertible Notes Due 2027 between Envestnet, Inc. and U.S. Bank Trust Company, N.A.
Indenture Agreements
ENVESTNET, INC.
Software
NY
2024
First Supplemental Indenture to 0.75% Convertible Notes Due 2025 between Envestnet, Inc. and U.S. Bank Trust Company, N.A.
Indenture Agreements
ENVESTNET, INC.
Software
NY
2024
Base Capped Call Option Confirmation between Envestnet, Inc. and [DEALER] dated November 14, 2022
Warrant Agreements
ENVESTNET, INC.
Software
DE
2022
Purchase Agreement for $500,000,000 2.625% Convertible Notes due 2027 by Envestnet, Inc. and Purchasers
Purchase Agreements
ENVESTNET, INC.
Software
2022
Indenture for 2.625% Convertible Notes due 2027 among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank Trust Company, N.A.
Indenture Agreements
ENVESTNET, INC.
Software
DE
2022
First Amendment to Third Amended and Restated Credit Agreement among Envestnet, Inc., Guarantors, Lenders, and Bank of Montreal (Administrative Agent)
Credit Agreements
ENVESTNET, INC.
Software
2022
Third Amended and Restated Credit Agreement among Envestnet, Inc., Guarantors, Lenders, and Bank of Montreal (2022)
Credit Agreements
ENVESTNET, INC.
Software
IL
2022
Third Amendment to Second Amended and Restated Credit Agreement among Envestnet, Inc., Subsidiaries, Lenders, and Bank of Montreal
Credit Agreements
ENVESTNET, INC.
Software
2021
Envestnet, Inc. Performance-Based Restricted Stock Unit Grant Award Agreement under 2019 Acquisition Equity Incentive Plan
Equity Distribution Agreements
ENVESTNET, INC.
Software
DE
2021
Envestnet, Inc. Full Value Award (Restricted Stock Units) Grant Certificate under 2019 Acquisition Equity Incentive Plan
Equity Distribution Agreements
ENVESTNET, INC.
Software
DE
2021
Description of Registered Common Stock of Envestnet, Inc. under Section 12 of the Exchange Act
Equity Distribution Agreements
ENVESTNET, INC.
Software
DE
2021
Envestnet, Inc. $450,000,000 0.75% Convertible Notes Due 2025 Purchase Agreement with Purchasers and Guarantor
Purchase Agreements
ENVESTNET, INC.
Software
2020
Indenture for 0.75% Convertible Notes due 2025 among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank National Association
Indenture Agreements
ENVESTNET, INC.
Software
DE
2020
Second Amendment to Second Amended and Restated Credit Agreement by and among Envestnet, Inc., Subsidiaries, Lenders, and Bank of Montreal
Credit Agreements
ENVESTNET, INC.
Software
DE
2019
Registration Rights Agreement between Envestnet, Inc. and BlackRock, Inc. dated December 20, 2018
Registration Rights Agreements
ENVESTNET, INC.
Software
NY
2018
Warrant Agreement between Envestnet, Inc. and Blackhawk Investment Holding, LLC (December 20, 2018)
Warrant Agreements
ENVESTNET, INC.
Software
NY
2018
Warrant Agreement between Envestnet, Inc. and BlackRock, Inc. (2018)
Warrant Agreements
ENVESTNET, INC.
Software
NY
2018
Investment Agreement between Envestnet, Inc. and BlackRock, Inc. dated November 27, 2018
Investment Agreements
ENVESTNET, INC.
Software
NY
2018
First Amendment to Second Amended and Restated Credit Agreement by and among Envestnet, Inc., Subsidiaries, Required Lenders, and Bank of Montreal
Credit Agreements
ENVESTNET, INC.
Software
2018
Envestnet, Inc. $300,000,000 1.75% Convertible Notes Due 2023 Purchase Agreement with Goldman Sachs, J.P. Morgan, and Morgan Stanley
Purchase Agreements
ENVESTNET, INC.
Software
2018
Indenture for 1.75% Convertible Notes due 2023 among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank National Association
Indenture Agreements
ENVESTNET, INC.
Software
DE
2018
First Amendment to Amended and Restated Credit Agreement among Envestnet, Inc., Subsidiaries, Lenders, and Bank of Montreal
Credit Agreements
ENVESTNET, INC.
Software
2017
Envestnet, Inc. Nonqualified Stock Option Grant Certificate for Anil Arora under 2010 Long-Term Incentive Plan
Stock Agreements
ENVESTNET, INC.
Software
DE
2016
Envestnet, Inc. Nonqualified Stock Option Grant Certificate for Judson Bergman under 2010 Long-Term Incentive Plan
Stock Agreements
ENVESTNET, INC.
Software
DE
2016
Membership Interest Purchase Agreement by and among Oleg Tishkevich, Envestnet, Inc., and Oltis Software LLC (d/b/a Finance Logix)
Purchase Agreements
ENVESTNET, INC.
Software
AZ
2015
First Supplemental Indenture to Indenture for 1.75% Convertible Notes due 2019 between Envestnet, Inc. and U.S. Bank National Association
Indenture Agreements
ENVESTNET, INC.
Software
IL
2014
Envestnet, Inc. and U.S. Bank National Association Indenture for Subordinated Debt Securities (December 15, 2014)
Indenture Agreements
ENVESTNET, INC.
Software
NY
2014
Envestnet, Inc. $150,000,000 1.75% Convertible Notes Due 2019 Underwriting Agreement with Stifel, Credit Suisse, and BMO
Underwriting Agreements
ENVESTNET, INC.
Software
2014
First Amendment to Credit Agreement among Envestnet, Inc., Subsidiaries, Lenders, and Bank of Montreal (Dec. 8, 2014)
Credit Agreements
ENVESTNET, INC.
Software
2014
Envestnet, Inc. Common Stock Underwriting Agreement with William Blair & Company, L.L.C. and Stifel, Nicolaus & Company, Incorporated (2013)
Underwriting Agreements
ENVESTNET, INC.
Software
2013
Purchase and Sale Agreement between Prudential Investments LLC and Envestnet, Inc. (April 11, 2013)
Purchase Agreements
ENVESTNET, INC.
Software
NY
2013
Asset Purchase Agreement between Envestnet, Inc. and Prudential Investments for Wealth Management Solutions Division
Purchase Agreements
ENVESTNET, INC.
Software
2013
Stock Purchase Agreement among Sellers of Prima Capital Holding, Inc. and Envestnet, Inc. (February 9, 2012)
Stock Agreements
ENVESTNET, INC.
Software
CO
2012
Stock Purchase Agreement between BNP Paribas Investment Partners USA Holdings Inc. and Envestnet, Inc. dated August 5, 2011
Stock Agreements
ENVESTNET, INC.
Software
NY
2011
Envestnet, Inc. Non-Qualified Stock Option Grant Certificate under 2010 Long-Term Incentive Plan
Warrant Agreements
ENVESTNET, INC.
Software
2011
Underwriting Agreement for Envestnet, Inc. Common Stock Offering with Morgan Stanley, UBS, and Barclays
Underwriting Agreements
ENVESTNET, INC.
Software
NY
2010
Third Amendment to Technology and Services Agreement between FMR LLC and Envestnet Asset Management Group, Inc.
Modification Agreements
ENVESTNET, INC.
Software
2010
First Amendment to Technology and Services Agreement between FMR LLC and Envestnet Asset Management Group, Inc.
Modification Agreements
ENVESTNET, INC.
Software
2010
Joinder Agreements to Registration Rights Agreement among EnvestNet Asset Management Group, Inc. and New Holders
Joinder Agreements
ENVESTNET, INC.
Software
2010
Second Amendment to Registration Rights Agreement by and among Envestnet Asset Management Group, Inc. and Holders
Registration Rights Agreements
ENVESTNET, INC.
Software
2010