Type	Name	Date
Indenture	Indenture, by and among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank Trust Company, National Association, as trustee	11/17/2022
Credit agreement	First Amendment to Third Amended and Restated Credit Agreement	11/15/2022
Credit agreement	Third Amended And Restated Credit Agreement, by and among Envestnet, the Guarantors party thereto, the Lenders party thereto and Bank of Montreal as Administrative Agent	02/08/2022
Indenture	Indenture, by and among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank National Association, as trustee	08/20/2020
Indenture	Indenture, by and among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank National Association, as trustee	05/25/2018
Credit agreement	Second Amended and Restated Credit Agreement, among Envestnet, Inc., the guarantors from time to time party thereto, the lenders from time to time party thereto, and Bank of Montreal, as Administrative Agent	07/24/2017
Credit agreement	First Amendment, to Amended and Restated Credit Agreement among Envestnet, Inc., the Guarantors from time to time party thereto, the Lenders from time to time party thereto and Bank of Montreal, as Administrative Agent	03/23/2017
Credit agreement	Amended and Restated Credit Agreement, among Envestnet, Inc., the Guarantors from time to time party thereto, the Lenders from time to time party thereto and Bank of Montreal, as Administrative Agent	11/19/2015
Indenture	Indenture, by and between Envestnet, Inc. and U.S. Bank National Association	12/15/2014
Indenture	First Supplemental Indenture, by and between Envestnet, Inc. and U.S. Bank National Association	12/15/2014
Credit agreement	First amendment to credit agreement, among Envestnet, Inc., the Guarantors from time to time party thereto, the Lenders from time to time party thereto, and Bank of Montreal, as Administrative Agent	12/08/2014
Credit agreement	Credit agreement, among Envestnet, Inc., the Guarantors from time to time party thereto, the Lenders from time to time party thereto, and Bank of Montreal, as Administrative Agent	06/25/2014

Type	Name	Date
Severance agreement	Severance Agreement and General Release, between Envestnet Financial Technologies, Inc. and Scott Grinis	10/30/2020
Severance agreement	Severance Agreement and General Release between Envestnet Financial Technologies, Inc. and Anil Arora	03/01/2019
Employment agreement	Employment agreement, between Envestnet, Inc. and Judson Bergman	05/13/2016
Employment agreement	Employment agreement, between Envestnet, Inc. and William Crager	05/13/2016
Employment agreement	Employment agreement, between Envestnet, Inc. and Peter D'Arrigo	05/13/2016