ENVESTNET, INC. Contracts & Agreements

104 Contracts & Agreements
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FIRST AMENDMENT TO TECHNOLOGY AND SERVICES AGREEMENT
Services Agreements
ENVESTNET, INC.
Software
2010
First Supplemental Indenture, dated as of November 25, 2024, to the Indenture, dated as of August 20, 2020, by and between the Company and U.S. Bank Trust Company, National...
Indenture Agreements
ENVESTNET, INC.
2024
First Supplemental Indenture, dated as of November 25, 2024, to the Indenture, dated as of November 17, 2022, by and between the Company and U.S. Bank Trust Company, National...
Indenture Agreements
ENVESTNET, INC.
2024
Form Retention Agreement
Retention Agreements
ENVESTNET, INC.
2024
Agreement and Plan of Merger, dated as of July 11, 2024, by and among Parent, Merger Sub and the Company
Merger Agreements
ENVESTNET, INC.
2024
Second Amendment to Interim Executive Agreement
ENVESTNET, INC.
2024
Employment Agreement, dated March 26, 2024, by and between William Crager, Envestnet, Inc. and Envestnet Financial Technologies, Inc
Employment Agreements
ENVESTNET, INC.
2024
Amendment to Interim Executive Agreement
ENVESTNET, INC.
2024
Separation and Release Agreement with William Crager
Separation Agreements
ENVESTNET, INC.
2024
Interim Executive Agreement with James Fox
ENVESTNET, INC.
2024
Executive Agreement, dated September 23, 2023, by and between Josh Warren and Envestnet, Inc
ENVESTNET, INC.
2023
Severance Agreement, dated September 23, 2023, by and between Peter H. DArrigo and Envestnet, Inc
Severance Agreements
ENVESTNET, INC.
2023
Cooperation Agreement, dated March 27, 2023, by and among Impactive Capital LP, Impactive Capital Master Fund LP and Envestnet, Inc
Cooperation Agreements
ENVESTNET, INC.
2023
Indenture, dated November 17, 2022, by and among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank Trust Company, National Association, as trustee
Indenture Agreements
ENVESTNET, INC.
2022
Purchase Agreement, dated November 13, 2022, by and among Envestnet, Inc., Envestnet Asset Management, Inc., Morgan Stanley & Co. LLC, BofA Securities, Inc., BMO Capital Markets...
Purchase Agreements
ENVESTNET, INC.
2022
Form of Base Capped Call Confirmation
ENVESTNET, INC.
2022
First Amendment, dated as of November 14, 2022, to Third Amended And Restated Credit Agreement, dated as of February 4, 2022, in each case, by and among Envestnet, the Guarantors...
Credit Agreements
ENVESTNET, INC.
2022
Consultant Agreement, dated June 6, 2022, between Envestnet Financial Technologies, Inc. and Stuart DePina
ENVESTNET, INC.
2022
Severance Agreement and General Release, dated June 6, 2022, between Envestnet Financial Technologies, Inc. and Stuart DePina
Severance Agreements
ENVESTNET, INC.
2022
Form of Performance-Based Restricted Stock Unit Grant Award Agreement under the Envestnet, Inc. 2010 Long-Term Incentive Plan (for awards
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
IL
2022
Form of Restricted Stock Unit Grant Award Agreement under the Envestnet, Inc. 2010 Long-Term Incentive Plan (for awards
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
IL
2022
Executive Agreement, dated as of August 2, 2016 between Shelly O'Brien, the Company and Envestnet Asset Management, Inc
Management Agreements
ENVESTNET, INC.
Software
IL
2022
Third Amended And Restated Credit Agreement, dated as of February 4, 2022, by and among Envestnet, the Guarantors party thereto, the Lenders party thereto and Bank of Montreal as...
Credit Agreements
ENVESTNET, INC.
2022
Third Amendment to Second Amended and Restated Credit Agreement
Credit Agreements
ENVESTNET, INC.
2021
Envestnet, Inc. 2010 Long-Term Incentive Plan, as amended through the Fifth Amendment
Bonus & Incentive Agreements
ENVESTNET, INC.
2021
Form of Restricted Stock Unit Grant Award Agreement for Non-Employee Directors under the Envestnet, Inc. 2010 Long-Term Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
2021
Form of Restricted Stock Unit Grant Award Agreement under the Envestnet, Inc. 2010 Long-Term Incentive Plan (for awards granted in 2021)
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
IL
2021
Form of Performance-Based Restricted Stock Unit Grant Award Agreement under the Envestnet, Inc. 2010 Long-Term Incentive Plan (for awards granted in 2021)
Bonus & Incentive Agreements
ENVESTNET, INC.
2021
Description of Registrants Securities
ENVESTNET, INC.
2021
Form of Restricted Stock Unit Grant Award Agreement under the Envestnet, Inc. 2010 Long-Term Incentive Plan (for awards prior to February 2020)
Bonus & Incentive Agreements
ENVESTNET, INC.
2021
Form of Restricted Stock Unit Grant Award Agreement under the Envestnet, Inc. 2010 Long-Term Incentive Plan (for awards beginning February 2020)
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
DE
2021
Form of Performance-Based Restricted Stock Unit Grant Award Agreement under the Envestnet, Inc. 2010 Long-Term Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
2021
Form of Annual Non-Equity Incentive Compensation Grant Certificate under the Envestnet, Inc. 2010 Long-Term Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
Software
2021
Executive Agreement, dated as of
ENVESTNET, INC.
Software
IL
2021
Form of Amendment to Executive Employment Agreements
Employment Agreements
ENVESTNET, INC.
Software
2021
Form of Restricted Stock Unit Grant Certificate under the Envestnet, Inc. 2019 Acquisition Equity Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
2021
Form of Performance-Based Restricted Stock Unit Grant Award Agreement under the Envestnet, Inc. 2019 Acquisition Equity Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
2021
Summary of Non-Employee Director Compensation
Compensation Agreements
ENVESTNET, INC.
Software
2021
Severance Agreement and General Release, dated as of October 29, 2020, between Envestnet Financial Technologies, Inc. and Scott Grinis
Severance Agreements
ENVESTNET, INC.
Software
IL
2020
Indenture, dated August 20, 2020, by and among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank National Association, as trustee
Indenture Agreements
ENVESTNET, INC.
Software
DE
2020
Purchase Agreement, dated August 17, 2020, by and among Envestnet, Inc., Envestnet Asset Management, Inc., J.P. Morgan Securities LLC, BMO Capital Markets Corp., BofA Securities,...
Purchase Agreements
ENVESTNET, INC.
2020
Second Amendment to Second Amended and Restated Credit Agreement, dated as of September 27, 2019, among Envestnet, Inc., the Guarantors from time to time party thereto, the...
Credit Agreements
ENVESTNET, INC.
Software
DE
2019
Envestnet, Inc. 2019 Acquisition Equity Incentive Plan
Bonus & Incentive Agreements
ENVESTNET, INC.
2019
Agreement and Plan of Merger, dated as of March 14, 2019, by and among Envestnet, Inc., Pecan Merger Sub Inc., PIEtech, Inc., the persons listed on Appendix A and Robert D....
Merger Agreements
ENVESTNET, INC.
2019
Severance Agreement and General Release dated as of February 26, 2019 between Envestnet Financial Technologies, Inc. and Anil Arora
Severance Agreements
ENVESTNET, INC.
2019
Warrant issued to Blackhawk Investment Holding, LLC
Warrant Agreements
ENVESTNET, INC.
Software
NY
2018
Registration Rights Agreement, dated December 20, 2018, between Envestnet, Inc. and BlackRock, Inc
Registration Rights Agreements
ENVESTNET, INC.
Software
NY
2018
Investment Agreement, dated November 27, 2018, between Envestnet, Inc. and BlackRock, Inc
Investment Agreements
ENVESTNET, INC.
Software
NY
2018
Form of Warrant to be issued to BlackRock, Inc
Warrant Agreements
ENVESTNET, INC.
2018
First amendment to second amended and restated credit agreement, dated as of May 24, 2018, among Envestnet, Inc., the Guarantors from time to time party thereto, the Lenders from...
Credit Agreements
ENVESTNET, INC.
2018
Indenture, dated as of May 25, 2018, by and among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank National Association, as trustee
Indenture Agreements
ENVESTNET, INC.
Software
DE
2018
Purchase Agreement, dated May 22, 2018, by and among Envestnet, Inc., Envestnet Asset Management, Inc., Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC and Morgan Stanley &...
Purchase Agreements
ENVESTNET, INC.
Software
2018
Consent of Cerulli Associates
ENVESTNET, INC.
Software
2018
Agreement and Plan of Merger, dated as of September 25, 2017, among Envestnet, Inc., FCD Merger Sub, Inc., Folio Dynamics Holdings, Inc. and Actua USA Corporation, solely in its...
Merger Agreements
ENVESTNET, INC.
2017
FIRST AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT
Credit Agreements
ENVESTNET, INC.
2017
11 Full Value Award Grant Certificate For Anil Arora
ENVESTNET, INC.
Software
DE
2016
Non-Qualified Stock Option Grant Certificate For Anil Arora
Stock Agreements
ENVESTNET, INC.
2016
ENVESTNET, INC. EXECUTIVE AGREEMENT
ENVESTNET, INC.
2016
ENVESTNET, INC. EXECUTIVE AGREEMENT
ENVESTNET, INC.
2016
Full Value Award Grant Certificate For Josh Mayer
ENVESTNET, INC.
Software
DE
2016
Full Value Award Grant Certificate For Scott Grinis
ENVESTNET, INC.
Software
DE
2016
ENVESTNET, INC. EXECUTIVE AGREEMENT
ENVESTNET, INC.
Software
IL
2016
ENVESTNET, INC. EXECUTIVE AGREEMENT
ENVESTNET, INC.
2016
ENVESTNET, INC. EXECUTIVE AGREEMENT
ENVESTNET, INC.
2016
Full Value Award Grant Certificate For Judson Bergman
ENVESTNET, INC.
Software
DE
2016
Full Value Award Grant Certificate For William Crager
ENVESTNET, INC.
2016
Full Value Award Grant Certificate For Peter DArrigo
ENVESTNET, INC.
2016
Non-Qualified Stock Option Grant Certificate For Judson Bergman
Stock Agreements
ENVESTNET, INC.
2016
MEMBERSHIP INTEREST PURCHASE AGREEMENT by and among OLEG TISHKEVICH, ENVESTNET, INC. and, solely for purposes of Article 9, OLTIS SOFTWARE LLC (d/b/a FINANCE LOGIX) Dated as of...
Purchase Agreements
ENVESTNET, INC.
Software
AZ
2015
AGREEMENT AND PLAN OF MERGER by and among ENVESTNET, INC., YALE MERGER CORP. and YODLEE, INC. Dated as of August 10, 2015
Merger Agreements
ENVESTNET, INC.
Software
DE
2015
Envestnet, Inc. DIRECTOR DEFERRED COMPENSATION PLAN Plan Document
Compensation Agreements
ENVESTNET, INC.
Software
2015
Envestnet, Inc. EXECUTIVE DEFERRED COMPENSATION PLAN Plan Document
Compensation Agreements
ENVESTNET, INC.
Software
2015
$150,000,000 ENVESTNET, INC. 1.75% Convertible Notes due 2019 Underwriting Agreement
Underwriting Agreements
ENVESTNET, INC.
2014
ENVESTNET, INC., Issuer To U.S. BANK NATIONAL ASSOCIATION, Trustee INDENTURE Dated as of December 15, 2014 Subordinated Debt Securities
Indenture Agreements
ENVESTNET, INC.
2014
ENVESTNET, INC. as Issuer AND U.S. BANK NATIONAL ASSOCIATION as Trustee First Supplemental Indenture Dated as of December 15, 2014 to Indenture Dated as of December 15, 2014 1.75%...
Indenture Agreements
ENVESTNET, INC.
Software
IL
2014
FIRST AMENDMENT TO CREDIT AGREEMENT
Credit Agreements
ENVESTNET, INC.
2014
ENVESTNET, INC. Common Stock, par value $0.005 per share Underwriting Agreement
Underwriting Agreements
ENVESTNET, INC.
2013
Confidential Treatment Requested
ENVESTNET, INC.
2013
SECOND AMENDMENT TO ENVESTNET, INC. MANAGEMENT INCENTIVE PLAN FOR ENVESTNET | TAMARAC MANAGEMENT EMPLOYEES
Bonus & Incentive Agreements
ENVESTNET, INC.
2013
FIRST AMENDMENT TO ENVESTNET, INC. MANAGEMENT INCENTIVE PLAN FOR ENVESTNET | TAMARAC MANAGEMENT EMPLOYEES
Bonus & Incentive Agreements
ENVESTNET, INC.
2013
ENVESTNET TO ACQUIRE PRUDENTIAL WEALTH MANAGEMENT SOLUTIONS Acquisition Makes Envestnet the Largest Independent Wealth Management Platform
Management Agreements
ENVESTNET, INC.
Software
2013
STOCK PURCHASE AGREEMENT By and Among THE SELLERS NAMED HEREIN and ENVESTNET, INC. Dated as of February 9, 2012 CONTENTS
Stock Agreements
ENVESTNET, INC.
Software
CO
2012
Confidential Treatment Requested MERGER AGREEMENT by and among TAMARAC INC., ENVESTNET INC. AND TITAN MERGER CORP. AND KLJ CONSULTING, LLC (as the Shareholders Representative)...
Merger Agreements
ENVESTNET, INC.
Software
WA
2012
Confidential Treatment Requested FOURTH AMENDMENT TO TECHNOLOGY AND SERVICES AGREEMENT
Services Agreements
ENVESTNET, INC.
Software
MA
2012
Confidential Treatment Requested AMENDMENT TO SERVICES AGREEMENT
Services Agreements
ENVESTNET, INC.
Software
2012
Confidential Treatment Requested THIRD AMENDMENT TO SERVICES AGREEMENT
Services Agreements
ENVESTNET, INC.
Software
2012
STOCK PURCHASE AGREEMENT BETWEEN BNP PARIBAS INVESTMENT PARTNERS USA HOLDINGS INC. AND ENVESTNET, INC. Dated as of August 5, 2011 TABLE OF CONTENTS
Stock Agreements
ENVESTNET, INC.
2011
Non-Qualified Stock Option Grant Certificate For Participant
Stock Agreements
ENVESTNET, INC.
2011
[ ] Shares ENVESTNET, INC. COMMON STOCK (PAR VALUE $0.005 PER SHARE) UNDERWRITING AGREEMENT
Underwriting Agreements
ENVESTNET, INC.
Software
NY
2010
Confidential Treatment Requested
ENVESTNET, INC.
Software
IL
2010
ENVESTNET, INC. 2010 LONG-TERM INCENTIVE PLAN SECTION 1 GENERAL
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) ARTICLE I GENERAL
Bonus & Incentive Agreements
ENVESTNET, INC.
2010
Confidential Treatment Requested
ENVESTNET, INC.
2010
Confidential Treatment Requested
ENVESTNET, INC.
Software
2010
Confidential Treatment Requested
ENVESTNET, INC.
2010
Confidential Treatment Requested
ENVESTNET, INC.
Software
MA
2010
Confidential Treatment Requested
ENVESTNET, INC.
Software
MA
2010
Confidential Treatment Requested
ENVESTNET, INC.
Software
2010
Confidential Treatment Requested
ENVESTNET, INC.
Software
IL
2010
Confidential Treatment Requested ADDENDUM TO THE PLATFORM SERVICES AGREEMENT
Services Agreements
ENVESTNET, INC.
2010
ENVESTNET ASSET MANAGEMENT, INC. REGISTRATIONRIGHTS AGREEMENT
Registration Rights Agreements
ENVESTNET, INC.
2010
FIRST AMENDMENT TO ENVESTNET ASSET MANAGEMENTGROUP, INC. REGISTRATION RIGHTS AGREEMENT
Registration Rights Agreements
ENVESTNET, INC.
Software
2010
ENVESTNET ASSET MANAGEMENT GROUP, INC. SECOND AMENDMENT TO REGISTRATION RIGHTS AGREEMENT
Registration Rights Agreements
ENVESTNET, INC.
Software
2010
REGISTRATION RIGHTS JOINDER AGREEMENT
Registration Rights Agreements
ENVESTNET, INC.
2010