Envestnet Overview

  • Founded
  • 1999

Founded
  • Status
  • Public

  • Employees
  • 4,375

Employees
  • Stock Symbol
  • ENV

Stock Symbol
  • Investments
  • 29

  • Share Price
  • $59.94

  • (As of Tuesday 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
Other Financial Services
Stock Exchange
NYS
Primary Office
  • 35 East Wacker Drive
  • Suite 2400
  • Chicago, IL 60601
  • United States
+1 (866) 000-0000

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Envestnet Stock Performance

(As of Tuesday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$59.94 $59.88 $49.08 - $85.99 $3.31B 55.2M 499K -$0.54

Envestnet Financials Summary

In Thousands,
USD
TTM 30-Jun-2022 FY 2021 31-Dec-2021 FY 2020 31-Dec-2020 FY 2019 31-Dec-2019
EV 3,518,194 4,911,823 4,922,878 4,250,763
Revenue 1,262,889 1,186,517 998,230 900,127
EBITDA 86,722 147,220 131,816 77,851
Net Income (30,513) 13,296 (3,110) (16,782)
Total Assets 2,187,400 2,241,182 2,144,290 1,801,884
Total Debt 972,814 965,781 882,334 667,694
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
4,375 As of 2021
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Douglas, United Kingdom
000 As of 0000
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00000 0000000000
Milwaukee, WI
000 As of 0000
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Envestnet Competitors (40)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Hansard Global Corporate Backed or Acquired Douglas, United Kingdom 000 00000000
0000000 00000000 0 Formerly PE-Backed Milwaukee, WI 000 00000 0000 00000
0000000 0000 00000 Private Equity-Backed Cincinnati, OH 000 000.00 000000000 000.00
000000 0. 00000 & Corporate Backed or Acquired Saint Louis, MO 00000 00000 000000000000 00000
000000 0000000000 Corporate Backed or Acquired New York, NY 00 000000&0
You’re viewing 5 of 40 competitors. Get the full list »

Envestnet Executive Team (45)

Name Title Board Seat Contact Info
William Crager Chief Executive Officer & Founder
Stuart DePina President
Peter D'Arrigo Chief Financial Officer, Finance
Richard Aneser Chief Strategy Officer
Robert Coppola Chief Technology Officer
You’re viewing 5 of 45 executive team members. Get the full list »

Envestnet Board Members (13)

Name Representing Role Since
Gayle Crowell Self Board Member 000 0000
Gregory Smith Self Board Member 000 0000
James Fox Envestnet Chairman & Board Member 000 0000
Luis Aguilar Envestnet Board Member 000 0000
Ross Chapin Envestnet Board Member 000 0000
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Envestnet Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 (29)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000000 06-Jul-2022 0000000000 Financial Software 0000000 0
000000000.000 01-Jun-2022 0000000000 Other Financial Services 000000 00
0000000000 13-May-2022 0000000000 Business/Productivity Software 0000000 0
00000000 06-Apr-2022 00000 0000 0000 Financial Software
YieldX 14-Oct-2021 Early Stage VC 0000 Financial Software
You’re viewing 5 of 29 investments and acquisitions. Get the full list »

Envestnet Subsidiaries (12)

Company Name Industry Location Founded
Folio Dynamics Holdings IT Consulting and Outsourcing Chicago, IL 2018
0000000000 Business/Productivity Software Austin, TX 0000
0000000 0000000 & Financial Software Larkspur, CA 0000
0000 00000 Asset Management Boston, MA 0000
00000 000000000000 Financial Software Boston, MA 0000
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Envestnet Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 000000000 24-Feb-2015 000000000000000000 00.000 Completed
  • 000000000
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