ENVESTNET, INC. Contracts & Agreements

105 Contracts & Agreements
Browse by Contract Category
Contracts
Category
Company
Industry
Jur. Jurisdiction
Filed
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
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
Envestnet Retention Agreement with Employee Regarding Bain Capital Transaction
Retention Agreements
ENVESTNET, INC.
Software
2024
Agreement and Plan of Merger among BCPE Pequod Buyer, Inc., BCPE Pequod Merger Sub, Inc., and Envestnet, Inc. dated July 11, 2024
Merger Agreements
ENVESTNET, INC.
Software
DE
2024
Second Amendment to Interim Executive Agreement between Envestnet, Inc., Envestnet Financial Technologies, Inc., and James L. Fox
Employment Agreements
ENVESTNET, INC.
Software
2024
Employment Agreement by and between William Crager, Envestnet, Inc., and Envestnet Financial Technologies, Inc. dated March 26, 2024
Employment Agreements
ENVESTNET, INC.
Software
2024
First Amendment to Interim Executive Agreement between Envestnet, Inc., Envestnet Financial Technologies, Inc., and James L. Fox
Employment Agreements
ENVESTNET, INC.
Software
2024
Separation and Release Agreement between Envestnet, Inc., Envestnet Financial Technologies, Inc., and William Crager
Separation Agreements
ENVESTNET, INC.
Software
IL
2024
Interim Executive Agreement between Envestnet, Inc., Envestnet Financial Technologies, Inc., and James L. Fox
Employment Agreements
ENVESTNET, INC.
Software
NY
2024
Executive Employment Agreement between Envestnet, Inc. and Josh Warren, dated September 22, 2023
Employment Agreements
ENVESTNET, INC.
Software
IL
2023
Severance Agreement and General Release between Peter H. D’Arrigo and Envestnet, Inc. dated September 23, 2023
Severance Agreements
ENVESTNET, INC.
Software
IL
2023
Cooperation Agreement between Impactive Capital LP, Impactive Capital Master Fund LP, and Envestnet, Inc. dated March 27, 2023
Cooperation Agreements
ENVESTNET, INC.
Software
DE
2023
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
Purchase Agreement for $500,000,000 2.625% Convertible Notes due 2027 by Envestnet, Inc. and Purchasers
Purchase Agreements
ENVESTNET, INC.
Software
2022
Base Capped Call Option Confirmation between Envestnet, Inc. and [DEALER] dated November 14, 2022
Warrant 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
Consulting Agreement between Envestnet Financial Technologies, Inc. and Stuart DePina dated June 6, 2022
Consulting Agreements
ENVESTNET, INC.
Software
IL
2022
Severance Agreement and General Release between Envestnet Financial Technologies, Inc. and Stuart DePina (June 6, 2022)
Severance Agreements
ENVESTNET, INC.
Software
IL
2022
Envestnet, Inc. Performance-Based Restricted Stock Unit Grant Award Agreement under 2010 Long-Term Incentive Plan
Compensation Agreements
ENVESTNET, INC.
Software
IL
2022
Envestnet, Inc. Restricted Stock Unit Grant Award Agreement under 2010 Long-Term Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
IL
2022
Executive Employment Agreement between Envestnet, Inc., Envestnet Asset Management, Inc., and Shelly O’Brien
Employment Agreements
ENVESTNET, INC.
Software
IL
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. 2010 Long-Term Incentive Plan (as Amended)
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
DE
2021
Envestnet, Inc. Restricted Stock Unit Grant Award Agreement under 2010 Long-Term Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
2021
Envestnet, Inc. Restricted Stock Unit Grant Award Agreement under the 2010 Long-Term Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
IL
2021
Envestnet, Inc. Performance-Based Restricted Stock Unit Grant Award Agreement under 2010 Long-Term Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
IL
2021
Envestnet, Inc. Restricted Stock Unit Award Agreement under 2010 Long-Term Incentive Plan
Compensation Agreements
ENVESTNET, INC.
Software
DE
2021
Envestnet, Inc. Restricted Stock Unit Grant Award Agreement under 2010 Long-Term Incentive Plan
Compensation Agreements
ENVESTNET, INC.
Software
DE
2021
Envestnet, Inc. Performance-Based Restricted Stock Unit Grant Award Agreement under 2010 Long-Term Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
DE
2021
Envestnet, Inc. Executive Non-Equity Incentive Compensation Award Letter under 2010 LTIP
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
2021
Envestnet, Inc. Executive Employment Agreement with Stuart DePina (2019)
Employment Agreements
ENVESTNET, INC.
Software
IL
2021
Employment Agreement Amendment and Transfer Acknowledgment between Envestnet Entities and Employee
Employment Agreements
ENVESTNET, INC.
Software
2021
Envestnet, Inc. Non-Employee Director Compensation Summary
Compensation Agreements
ENVESTNET, INC.
Software
2021
Severance Agreement and General Release between Envestnet Financial Technologies, Inc. and Scott Grinis
Severance Agreements
ENVESTNET, INC.
Software
IL
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
Envestnet, Inc. $450,000,000 0.75% Convertible Notes Due 2025 Purchase Agreement with Purchasers and Guarantor
Purchase Agreements
ENVESTNET, INC.
Software
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
Envestnet, Inc. 2019 Acquisition Equity Incentive Plan for PIEtech Employees
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
DE
2019
Agreement and Plan of Merger among Envestnet, Inc., Pecan Merger Sub Inc., PIEtech, Inc., Sellers, and Sellers’ Representative (March 14, 2019)
Merger Agreements
ENVESTNET, INC.
Software
NY
2019
Severance Agreement and General Release between Envestnet Financial Technologies, Inc. and Anil Arora
Severance Agreements
ENVESTNET, INC.
Software
CA
2019
Warrant Agreement between Envestnet, Inc. and Blackhawk Investment Holding, LLC (December 20, 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
Warrant Agreement between Envestnet, Inc. and BlackRock, Inc. (2018)
Warrant 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
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
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
Agreement and Plan of Merger among Envestnet, Inc., FCD Merger Sub, Inc., Folio Dynamics Holdings, Inc., and Actua USA Corporation (as Representative) dated September 25, 2017
Merger Agreements
ENVESTNET, INC.
Software
DE
2017
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. Full Value Award Grant Certificate and Restricted Stock Unit Agreement for Anil Arora
Compensation Agreements
ENVESTNET, INC.
Software
DE
2016
Employment Agreement between Envestnet Asset Management, Inc. and Anil Arora (January 27, 2016)
Employment Agreements
ENVESTNET, INC.
Software
2016
Envestnet, Inc. Executive Employment Agreement with Josh Mayer
Employment Agreements
ENVESTNET, INC.
Software
IL
2016
Envestnet, Inc. Executive Employment Agreement with Scott Grinis
Employment Agreements
ENVESTNET, INC.
Software
IL
2016
Envestnet, Inc. Full Value Award Grant Certificate (Restricted Stock Units) for Josh Mayer under 2010 Long-Term Incentive Plan
Compensation Agreements
ENVESTNET, INC.
Software
DE
2016
Envestnet, Inc. Full Value Award Grant Certificate (Restricted Stock Units) for Scott Grinis under 2010 Long-Term Incentive Plan
Compensation Agreements
ENVESTNET, INC.
Software
DE
2016
Executive Employment Agreement between Envestnet, Inc., Envestnet Asset Management, Inc., and Judson Bergman
Employment Agreements
ENVESTNET, INC.
Software
IL
2016
Executive Employment Agreement between Envestnet, Inc., Envestnet Asset Management, Inc., and William Crager (May 12, 2016)
Employment Agreements
ENVESTNET, INC.
Software
IL
2016
Executive Employment Agreement between Envestnet, Inc., Envestnet Asset Management, Inc., and Peter D’Arrigo
Employment Agreements
ENVESTNET, INC.
Software
IL
2016
Envestnet, Inc. Full Value Award Grant Certificate for Judson Bergman under 2010 Long-Term Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
DE
2016
Envestnet, Inc. Full Value Award Grant Certificate for William Crager under 2010 Long-Term Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
DE
2016
Envestnet, Inc. Full Value Award Grant Certificate for Peter D’Arrigo under 2010 Long-Term Incentive Plan
Bonus & Incentive 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
Agreement and Plan of Merger among Envestnet, Inc., Yale Merger Corp., and Yodlee, Inc. dated August 10, 2015
Merger Agreements
ENVESTNET, INC.
Software
DE
2015
Envestnet, Inc. Director Deferred Compensation Plan Agreement
Compensation Agreements
ENVESTNET, INC.
Software
2015
Envestnet, Inc. Executive Deferred Compensation Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
2015
Envestnet, Inc. and U.S. Bank National Association Indenture for Subordinated Debt Securities (December 15, 2014)
Indenture Agreements
ENVESTNET, INC.
Software
NY
2014
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
First Amendment to Credit Agreement among Envestnet, Inc., Subsidiaries, Lenders, and Bank of Montreal (Dec. 8, 2014)
Credit Agreements
ENVESTNET, INC.
Software
2014
Purchase and Sale Agreement between Prudential Investments LLC and Envestnet, Inc. (April 11, 2013)
Purchase Agreements
ENVESTNET, INC.
Software
NY
2013
Second Amendment to Envestnet, Inc. Management Incentive Plan for Envestnet | Tamarac Management Employees
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
2013
First Amendment to Envestnet, Inc. Management Incentive Plan for Envestnet | Tamarac Management Employees
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
2013
Asset Purchase Agreement between Envestnet, Inc. and Prudential Investments for Wealth Management Solutions Division
Purchase Agreements
ENVESTNET, INC.
Software
2013
Merger Agreement among Envestnet, Inc., Titan Merger Corp., Tamarac Inc., and KLJ Consulting, LLC (Shareholders’ Representative) dated February 16, 2012
Merger Agreements
ENVESTNET, INC.
Software
WA
2012
Fourth Amendment to Technology and Services Agreement between FMR LLC and Envestnet, Inc.
Services Agreements
ENVESTNET, INC.
Software
MA
2012
Amendment to Services Agreement between Fidelity Brokerage Services, LLC and Envestnet Asset Management, Inc.
Services Agreements
ENVESTNET, INC.
Software
2012
Third Amendment to Services Agreement between National Financial Services LLC and Envestnet Asset Management, Inc.
Services Agreements
ENVESTNET, INC.
Software
2012
Envestnet, Inc. Non-Qualified Stock Option Grant Certificate under 2010 Long-Term Incentive Plan
Warrant Agreements
ENVESTNET, INC.
Software
2011
Platform Services Agreement between Envestnet Asset Management, Inc. and FundQuest Incorporated (February 8, 2010)
Services Agreements
ENVESTNET, INC.
Software
IL
2010
Envestnet, Inc. 2010 Long-Term Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
DE
2010
Envestnet Asset Management Group, Inc. 2004 Stock Incentive Plan (As Amended and Restated Effective December 30, 2004)
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
CA
2010
Technology and Services Agreement between FMR LLC and Envestnet Asset Management Group, Inc. (March 31, 2008)
Services Agreements
ENVESTNET, INC.
Software
MA
2010
First Amendment to Technology and Services Agreement between FMR LLC and Envestnet Asset Management Group, Inc.
Modification Agreements
ENVESTNET, INC.
Software
2010
Second Amendment to Technology and Services Agreement between FMR LLC and Envestnet Asset Management, Inc.
Services Agreements
ENVESTNET, INC.
Software
2010
Third Amendment to Technology and Services Agreement between FMR LLC and Envestnet Asset Management Group, Inc.
Modification Agreements
ENVESTNET, INC.
Software
2010
Services Agreement between Fidelity Brokerage Services LLC and Envestnet Asset Management, Inc. dated December 28, 2005
Services Agreements
ENVESTNET, INC.
Software
MA
2010
Services Agreement between National Financial Services LLC and Envestnet Asset Management, Inc. Effective March 24, 2005
Services Agreements
ENVESTNET, INC.
Software
MA
2010
Amendment to Services Agreement Between National Financial Services, LLC and Envestnet Asset Management, Inc. (March 2008)
Services Agreements
ENVESTNET, INC.
Software
2010
Platform Services Agreement between Envestnet Asset Management, Inc. and FundQuest Incorporated (February 8, 2010)
Services Agreements
ENVESTNET, INC.
Software
IL
2010
Addendum to Platform Services Agreement between FundQuest Incorporated and Envestnet Asset Management, Inc.
Services Agreements
ENVESTNET, INC.
Software
IL
2010
Joinder Agreements to Registration Rights Agreement among EnvestNet Asset Management Group, Inc. and New Holders
Joinder Agreements
ENVESTNET, INC.
Software
2010
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. Full Value Award (Restricted Stock Units) Grant Certificate under 2019 Acquisition Equity Incentive Plan
Equity Distribution Agreements
ENVESTNET, INC.
Software
DE
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
Registration Rights Agreement between Envestnet, Inc. and BlackRock, Inc. dated December 20, 2018
Registration Rights Agreements
ENVESTNET, INC.
Software
NY
2018
Consent of Cerulli Associates for Reference in Envestnet, Inc. Annual Report and Registration Statements
ENVESTNET, INC.
Software
2018
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
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
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
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
Underwriting Agreement for Envestnet, Inc. Common Stock Offering with Morgan Stanley, UBS, and Barclays
Underwriting Agreements
ENVESTNET, INC.
Software
NY
2010
Envestnet Asset Management, Inc. Registration Rights Agreement (March 22, 2004)
Registration Rights Agreements
ENVESTNET, INC.
Software
IL
2010
First Amendment to Envestnet Asset Management Group, Inc. Registration Rights Agreement
Registration Rights 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