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Envestnet

Envestnet?uq=x1rNslWr
1999 FOUNDED
PUBLIC STATUS
1K-5K EMPLOYEES
ENV STOCK SYMBOL
18 INVESTMENTS
$52.14 SHARE PRICE (As of Friday Closing)
Description

Provider of managed account investment services intended to wealth management and financial wellness advice. The company's services include offering separately managed accounts, mutual funds and alternative investments through its sub-managers, enabling independent investment advisory firms to get customized advice.

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
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Envestnet Stock Performance

52 wk Range Market Cap Prev. Close EPS Average Volume Shares
$49.50 - $63.80 $2.44B $53.28 $0.52 292K 45.7M

Envestnet Financials Summary

In Thousands,
USD
TTM
30-Sep-2018
FY 2017
31-Dec-2017
FY 2016
31-Dec-2016
FY 2015
31-Dec-2015
Enterprise Value 3,084,688 2,418,859 1,758,250 1,194,004
Revenue 785,145 683,679 578,164 420,919
EBITDA 75,565 68,102 31,619 40,237
Net Income 23,177 (3,280) (55,567) 4,436
Total Assets 1,183,015 862,052 872,401 876,249
Total Debt 456,081 240,158 290,910 290,817
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 Investments & Acquisitions (18)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
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
000000000 000000 19-Nov-2015 000000000000000000 00000 Financial Software 000000 0000000
Castle Rock Innovations 30-Aug-2015 Merger/Acquisition Financial Software
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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
00000 000000000 Consulting Services (B2B) NC 0000
000000 0000 000000 Financial Software Chicago, IL 0000
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Envestnet Executive Team (32)

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

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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 »