Envestnet Overview

  • Founded
  • 1999
Founded
  • Status
  • Public
  • Employees
  • 4,190
Employees
  • Stock Symbol
  • ENV
Stock Symbol
  • Investments
  • 22
  • Share Price
  • $85.20
  • (As of Friday Closing)

Envestnet General Information

Description

Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet's portfolio management consultants provides research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation.

Contact Information

Ownership Status
Publicly Held
Financing Status
Formerly VC-backed
Primary Industry
Asset Management
Other Industries
Financial Software
Stock Exchange
NYS
Primary Office
  • 35 East Wacker Drive
  • 24th Floor
  • Chicago, IL 60601
  • United States
+1 (866) 000-0000
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Envestnet Stock Performance

(As of Friday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$85.20 $84.69 $45.53 - $92.51 $4.6B 53.9M 357K -$0.12

Envestnet Financials Summary

In Thousands,
USD
TTM 30-Sep-2020 FY 2019 31-Dec-2019 FY 2018 31-Dec-2018 FY 2017 31-Dec-2017
EV 4,736,340 4,250,763 2,667,557 2,418,859
Revenue 974,347 900,127 812,363 683,679
EBITDA 106,797 77,851 87,879 73,574
Net Income (6,760) (16,782) 5,755 (3,280)
Total Assets 2,101,261 1,801,884 1,313,747 862,052
Total Debt 847,573 667,694 460,436 240,158
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Envestnet Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Envestnet Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned

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Envestnet Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers,
Asset Management
Chicago, IL
4,190 As of 2019
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Concord, CA
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Warrenville, IL
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Envestnet Competitors (66)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
AssetMark Formerly PE-Backed Concord, CA 000 00000 00000000 00000
000000000 0000000 Private Equity-Backed Warrenville, IL 000000000000
000 00000000000 Formerly VC-backed Oaks Village, PA 0000 000.00 000000000000 000.00
0000000 00000 0000 Corporate Backed or Acquired Burlington, MA 0000 000000&0
00000000 000000 00 Private Equity-Backed Charlotte, NC 00 00.000 000000000000 00.000
You’re viewing 5 of 66 competitors. Get the full list »

Envestnet Executive Team (36)

Name Title Board Seat Contact Info
William Crager Chief Executive Officer & Founder
Stuart DePina President
Peter D'Arrigo Chief Financial Officer, Finance
Joshua Mayer Chief Operating Officer, Operations
Bob Coppola Chief Technology Officer
You’re viewing 5 of 36 executive team members. Get the full list »

Envestnet Board Members (9)

Name Representing Role Since
Anil Arora Envestnet Yodlee Board Member 000 0000
Gayle Crowell Self Board Member 000 0000
James Fox Envestnet Chairman & Board Member 000 0000
You’re viewing 3 of 9 board members. Get the full list »

Envestnet Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Envestnet Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Envestnet Investments & Acquisitions (22)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 00000000 02-Mar-2020 000000000000000000 IT Consulting and Outsourcing
0000000 000000000 08-Jan-2020 000000000 Other Financial Services
0000000 14-Mar-2019 000000000000000000 00000 Financial Software
0000000 0000 30-Jan-2019 00000 0000000 Financial Software 000000 0000000
FolioDynamix 02-Jan-2018 Merger/Acquisition 00000 Asset Management 000000 0000000
You’re viewing 5 of 22 investments and acquisitions. Get the full list »

Envestnet Subsidiaries (5)

Company Name Industry Location Founded
Envestnet Yodlee Financial Software Redwood City, CA 1999
00000 00000000 Financial Software Tucson, AZ 0000
0000000 Financial Software Powhatan, VA 0000
000000000 0000000 Paris, France 0000
0000000000 0000000 Asset Management New York, NY 0000
To view Envestnet’s complete subsidiaries history, request access »