Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Envestnet

Envestnet
1999 FOUNDED
PUBLIC STATUS
1K-5K EMPLOYEES
ENV STOCK SYMBOL
19 INVESTMENTS
$64.10 SHARE PRICE (As of Friday Closing)
Description

Envestnet is an U.S.-based company that is primarily engaged in provision of wealth-management technology and services to financial advisors, investors and financial service providers. The company operates through two segments. The Envestnet segment's activities include unifying financial advisors' applications and services, providing research and consulting services, creating investment solutions and products, and others. The Envestnet-Yodlee segment operates as a data aggregation and analytics platform helping customers providing personalized financial apps and services. The company's customers include financial institutions, Internet service companies, and third-party developers of financial applications. The company generates the majority of revenue from the United States.

Ownership Status
Publicly Held
Financing Status
Corporate Backed or Acquired
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
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore Envestnet’s full profile, request a free trial.

Envestnet Stock Performance

52 wk Range Market Cap Prev. Close EPS Average Volume Shares
$46.57 - $67.52 $3.2B $66.39 $0.13 276K 48.1M

Envestnet Financials Summary

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

Envestnet Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Envestnet‘s full profile, request access.

Request full access to PitchBook

Envestnet Cap Table

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

This information is reserved for PitchBook Platform users. To explore Envestnet‘s full profile, request access.

Request full access to PitchBook
To view this company’s complete Cap Table, request access »

Envestnet Investments & Acquisitions (19)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
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
0000000000 0000000 03-Oct-2016 000000000000000000 000.00 Financial Software 0000 000000
Envestnet Yodlee 19-Nov-2015 Merger/Acquisition 00000 Financial Software 000000 0000000
To view this company’s complete investment and acquisition history, request access »

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
To view this company’s complete subsidiary history, request access »

Envestnet Executive Team (33)

Name Title Board
Seat
Contact
Info
Judson Bergman Co-Founder, Director, Chairman and Chief Executive Officer
Babu Sivadasan Group President of Envestnet Retirement Solutions
Bill Crager President
Peter D'Arrigo Chief Financial Officer
Joshua Mayer Chief Operating Officer

3 Former Executives

You’re viewing 5 of 33 executives. Get the full list »

Envestnet Board Members (6)

Name Representing Role Since Contact
Info
Anil Arora Envestnet Yodlee Vice Chairman 000 0000
J. Gibson Watson Envestnet Vice Chairman 000 0000
Judson Bergman Envestnet Co-Founder, Director, Chairman and Chief Executive Officer 000 0000

3 Former Board Members

You’re viewing 3 of 6 board members. Get the full list »