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Envestnet

Envestnet
1999 FOUNDED
PUBLIC STATUS
1K-5K EMPLOYEES
ENV STOCK SYMBOL
20 INVESTMENTS
$72.41 SHARE PRICE (As of Friday Closing)
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.

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

52 wk Range Market Cap Prev. Close EPS Average Volume Shares
$51.00 - $75.64 $3.8B $72.74 -$0.39 374K 52.5M

Envestnet Financials Summary

In Thousands,
USD
TTM
30-Sep-2019
FY 2018
31-Dec-2018
FY 2017
31-Dec-2017
FY 2016
31-Dec-2016
Enterprise Value 3,506,732 2,667,557 2,418,859 1,758,250
Revenue 870,271 812,363 683,679 578,164
EBITDA 45,267 76,745 68,102 31,619
Net Income (20,149) 5,755 (3,280) (55,567)
Total Assets 1,787,136 1,313,747 862,052 872,401
Total Debt 586,712 460,436 240,158 290,910
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Envestnet Valuation and Funding

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

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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 Competitors (71)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Portfolio Pathway Private Equity-Backed Warrenville, IL 000000000000
0000000 00000 0000 Corporate Backed or Acquired Burlington, MA 000 000000&0
0000000000 0000000 Corporation Luxembourg, Luxembourg 0000 000000000
000 00000000000 Formerly VC-backed Oaks Village, PA 0000 000.00 000000000000 000.00
00000000 000000 00 Private Equity-Backed Charlotte, NC 00 00.000 000000000000 00.000
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Envestnet Investments & Acquisitions (20)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 000000000 09-Jan-2020 000000000 Other Financial Services
0000000 14-Mar-2019 000000000000000000 00000 Financial Software
000000000000 02-Jan-2018 000000000000000000 00000 Asset Management 000000 0000000
00000 000000000 31-Mar-2017 0000 National Banks
Wheelhouse Analytics 03-Oct-2016 Merger/Acquisition 000.00 Financial Software 0000 000000
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Envestnet Subsidiaries (10)

Company Name Industry Location Founded
Upside Financial Financial Software San Francisco, CA 2012
0000000000 0000000 Financial Software West Chester, PA 0000
000000000000 Asset Management Secaucus, NJ 0000
000000 0000 000000 Financial Software Chicago, IL 0000
000000000 000000 Financial Software Redwood City, CA 0000
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Envestnet Executive Team (33)

Name Title Board
Seat
Contact
Info
Bill Crager Interim Chief Executive Officer & Co-Founder
Stuart Depina Chief Executive, Envestnet Data & Analytics
Peter D'Arrigo Chief Financial Officer
Joshua Mayer Chief Operating Officer
Scott Grinis Chief Technology Officer

15 Former Executives

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Envestnet Board Members (7)

Name Representing Role Since Contact
Info
Anil Arora Envestnet Yodlee Board Member 000 0000
Gayle Crowell Self Board Member 000 0000

5 Former Board Members

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