| Name: | ENVESTNET FINANCIAL TECHNOLOGIES, INC. |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Foreign Corporation |
| Status: | Active |
| Standing: | Good |
| File Date: | 15 Jun 2021 (3 years ago) |
| Organization Number: | 1154989 |
| Industry: | Business Services |
| Number of Employees: | Small (0-19) |
| Place of Formation: | DELAWARE |
| Authority Date: | 15 Jun 2021 (3 years ago) |
| Last Annual Report: | 29 May 2024 (6 months ago) |
| Principal Office: | 1000 CHESTERBROOK BOULEVARD, SUITE 250, BERWYN, PA 19312 |
| Name | Role |
|---|---|
| CT CORPORATION SYSTEM | Registered Agent |
| Name | Role |
|---|---|
| James Fox | President |
| Name | Role |
|---|---|
| Shelly O'Brien | Secretary |
| Name | Role |
|---|---|
| Joshua Warren | Treasurer |
| Name | Role |
|---|---|
| Lori Lundrigan | Officer |
| Sharon Rosenthal | Officer |
| Barry Cooper | Officer |
| James Fox | Officer |
| Patrick Marr | Officer |
| Joshua Warren | Officer |
| Dana D'Auria | Officer |
| Thomas Sipp | Officer |
| Katie Evans | Officer |
| Debra DeVoe | Officer |
| Name | Role |
|---|---|
| James Fox | Director |
| Name | File Date |
|---|---|
| Annual Report | 2024-05-29 |
| Annual Report | 2023-04-07 |
| Principal Office Address Change | 2022-04-20 |
| Annual Report | 2022-04-20 |
| Application for Certificate of Authority(Corp) | 2021-06-15 |
Date of last update: 30 Oct 2024
Sources: Kentucky Secretary of State
