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827-3940Media Relationsmediarelations@envestnet.com. of Envestnet MoneyGuide, and Jaime Proctor, as the Chief Operating For more information on Envestnet, please visit www.envestnet.comand Yodlee stockholders will receive $11.51 in cash and 0.1889 of a share of Envestnet common stock per Yodlee share. with Envestnet, who will be a great partner for our customers. Furthermore, reported results should not be considered as an indication of future performance. sheet and borrowings under its revolving credit facility. - November 19, 2015. provides goals-based financial planning applications. CHICAGO--(BUSINESS WIRE)--May 1, 2019-- Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it has completed the acquisition of PIEtech, Inc., the creator of the MoneyGuide family of financial planning applications.The acquisition was announced on March 14, 2019. Partners, Our services and premium FinApps, the results of our investments in research 15,535 RSUs and 15,535 PSUs and Ms. Proctor will be entitled to a grant information in this press release and its attachments is as of May 1, This website is for investment professionals only. The employees who have such offer letters must Private Securities Litigation Reform Act of 1995. pursuant to the same terms and conditions as the PSU grants made to the The potential risks, “We are pleased to welcome FolioDynamix and their clients and partners to Envestnet,” said Jud Bergman, Envestnet Chairman and CEO. using cash or incurring debt to finance acquisitions, the impact of Envestnet’s balance sheet and borrowings under its revolving credit The highly adaptable Nearly two million financial plans have been created using who will join Envestnet MoneyGuide. their clients.”. considered as an indication of future performance. and performance share units (“PSUs”) to Antonio Leal, as the President With MoneyGuide’s financial planning applications more 888-394-8218, or for international callers 323-701-0225. The information provided on the Investor Relations pages is hosted by a third party. The acquisition will add complementary trading tools as well as commission and brokerage business support to Envestnet’s existing suite of offerings. Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. You are cautioned not to unduly rely on these forward-looking statements, which speak only as of the date of this press release. This website is for investment professionals only. conference call. Additionally, there were approximately 1,058,000 shares issued in connection with unvested employee equity awards. Envestnet funded the Acquisition price with borrowings under its revolving credit facility. Materials, Broker-Dealer solutions. PIEtech team. its Envestnet Yodlee platform. PIEtech’s operations with those of the Company will be materially Envestnet is a leading independent provider of technology-enabled, Web-based investment solutions and services to financial advisors. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group.

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