Issue link: https://resources.envestnet.com/i/1538695
© 2025 Envestnet, Inc. 4 60 9,935 74% 4,683 25% 4,348 Participating colleges and universities Average first-generation college student participation People of color participation Students completed Average completion rate Women participation Envestnet On Campus Annual Report 2024 - 2025 Making an Impact The purpose of this report is to share measurable outcomes and highlight the meaningful impact our program is making both among employers and our growing diverse student population. None of this would be possible without the continued support of our key stakeholders and industry sponsors. Our focus remains on partnering with colleges and universities that serve diverse student communities ensuring that all students have access to the resources and opportunities needed to pursue successful careers in financial services. In turn the independent RIA market and the broader industry can draw from this dynamic talent pool to help meet the ongoing challenge of building the next generation of professionals. Data as of 6/30/2025 We are proud to present our 2025 annual report for Envestnet On Campus Program, with data ending June 30, 2025. Over the Past 12 Months Over the past academic year, our commitment to our mission has remained constant. Through dedication and perseverance, our program continues to elevate the standard in preparing and delivering workforce-ready talent to the asset and wealth management industry. This progress is made possible by the strength of our academic and strategic partnerships and most importantly, the continued support of our industry sponsors which enables us to reach students across the country and focus intentionally on underrepresented communities.