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Technology - Software - Application - NYSE - US
$ 62.94
-0.0318 %
$ 3.48 B
Market Cap
-13.17
P/E
1. INTRINSIC VALUE

Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. It also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services.[ Read More ]

The intrinsic value of one ENV stock under the base case scenario is HIDDEN Compared to the current market price of 62.9 USD, Envestnet, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ENV

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FINANCIALS
1.25 B REVENUE
0.47%
-204 M OPERATING INCOME
-209.71%
-239 M NET INCOME
-179.27%
155 M OPERATING CASH FLOW
32.32%
-154 M INVESTING CASH FLOW
38.65%
-72.7 M FINANCING CASH FLOW
42.75%
340 M REVENUE
-2.27%
7.01 M OPERATING INCOME
-48.58%
-3.64 M NET INCOME
95.41%
95.4 M OPERATING CASH FLOW
7.01%
-20.6 M INVESTING CASH FLOW
43.33%
-3.33 M FINANCING CASH FLOW
-9.20%
Balance Sheet Decomposition Envestnet, Inc.
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Current Assets 264 M
Cash & Short-Term Investments 91.4 M
Receivables 121 M
Other Current Assets 51.5 M
Non-Current Assets 1.61 B
Long-Term Investments 56.3 M
PP&E 117 M
Other Non-Current Assets 1.44 B
Current Liabilities 293 M
Accounts Payable 35.7 M
Short-Term Debt 25.8 M
Other Current Liabilities 231 M
Non-Current Liabilities 1.01 B
Long-Term Debt 977 M
Other Non-Current Liabilities 32.8 M
EFFICIENCY
Earnings Waterfall Envestnet, Inc.
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Revenue 1.25 B
Cost Of Revenue 918 M
Gross Profit 328 M
Operating Expenses 1.41 B
Operating Income -204 M
Other Expenses 34.2 M
Net Income -239 M
RATIOS
26.31% GROSS MARGIN
26.31%
-16.42% OPERATING MARGIN
-16.42%
-19.17% NET MARGIN
-19.17%
-42.01% ROE
-42.01%
-12.72% ROA
-12.72%
-14.80% ROIC
-14.80%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Envestnet, Inc.
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Net Income -239 M
Depreciation & Amortization 130 M
Capital Expenditures -130 M
Stock-Based Compensation 71 M
Change in Working Capital -12.2 M
Others 175 M
Free Cash Flow 24.6 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Envestnet, Inc.
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Wall Street analysts predict an average 1-year price target for ENV of $65.2 , with forecasts ranging from a low of $59 to a high of $79 .
ENV Lowest Price Target Wall Street Target
59 USD -6.26%
ENV Average Price Target Wall Street Target
65.2 USD 3.58%
ENV Highest Price Target Wall Street Target
79 USD 25.52%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
3.12 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Envestnet, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
39.8 K USD 1
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
1.71 M USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
7 months ago
Mar 25, 2024
Sell 39.8 K USD
Majoros Matthew
Principal Accounting Officer
- 700
56.92 USD
8 months ago
Mar 15, 2024
Bought 88.5 K USD
Wolfe Lauren Taylor
Director
+ 1670
52.99 USD
8 months ago
Mar 07, 2024
Bought 1.15 M USD
Wolfe Lauren Taylor
Director
+ 21761
52.62 USD
8 months ago
Mar 06, 2024
Bought 481 K USD
Wolfe Lauren Taylor
Director
+ 9401
51.19 USD
1 year ago
Jun 29, 2023
Sell 40.2 K USD
Cooper Barry D.
SVP, Head of Accounting Mgmt.
- 690
58.19 USD
1 year ago
Jun 21, 2023
Bought 109 K USD
Turner Barbara
Director
+ 2000
54.39 USD
1 year ago
Jun 12, 2023
Sell 389 K USD
Crager William
Chief Executive Officer
- 7250
53.68 USD
1 year ago
May 19, 2023
Sell 219 K USD
Majoros Matthew
Principal Accounting Officer
- 4000
54.74 USD
1 year ago
Mar 30, 2023
Sell 30.2 K USD
Cooper Barry D.
SVP, Head of Accounting Mgmt.
- 530
56.93 USD
1 year ago
Mar 30, 2023
Sell 500 K USD
O'Brien Shelly
Chief Legal Officer
- 8800
56.84 USD
2 years ago
Nov 14, 2022
Sell 300 K USD
O'Brien Shelly
Chief Legal Officer
- 5358
56 USD
2 years ago
Aug 22, 2022
Sell 16.4 K USD
Cooper Barry D.
SVP, Head of Accounting Mgmt.
- 290
56.45 USD
2 years ago
Jun 29, 2022
Bought 49.5 K USD
Crager William
Chief Executive Officer
+ 920
53.79 USD
2 years ago
Jun 28, 2022
Sell 10.8 K USD
Majoros Matthew
Principal Accounting Officer
- 200
53.79 USD
2 years ago
Mar 25, 2022
Sell 50 K USD
Cooper Barry D.
SVP, Head of Accounting Mgmt.
- 678
73.73 USD
2 years ago
Mar 21, 2022
Sell 30.1 K USD
Majoros Matthew
Principal Accounting Officer
- 400
75.33 USD
2 years ago
Dec 27, 2021
Sell 1.35 M USD
DePina Stuart
President
- 16422
81.94 USD
3 years ago
Sep 01, 2021
Sell 27.9 K USD
Cooper Barry D.
SVP, Head of Accounting Mgmt.
- 350
79.71 USD
3 years ago
Dec 16, 2020
Sell 1.47 M USD
Crager William
Chief Executive Officer
- 17836
82.17 USD
3 years ago
Dec 16, 2020
Sell 594 K USD
Crager William
Chief Executive Officer
- 7164
82.85 USD
4 years ago
Oct 26, 2020
Sell 456 K USD
O'Brien Shelly
Chief Legal Officer
- 5500
82.99 USD
4 years ago
Oct 23, 2020
Sell 211 K USD
Arora Anil
Director
- 2500
84.54 USD
4 years ago
Oct 21, 2020
Sell 586 K USD
Thomas Brandon
Chief Investment Officer
- 7200
81.37 USD
4 years ago
Oct 21, 2020
Sell 439 K USD
Thomas Brandon
Chief Investment Officer
- 5391
81.37 USD
4 years ago
Oct 21, 2020
Sell 427 K USD
Thomas Brandon
Chief Investment Officer
- 5246
81.35 USD
4 years ago
Oct 21, 2020
Sell 358 K USD
Thomas Brandon
Chief Investment Officer
- 4400
81.37 USD
4 years ago
Oct 21, 2020
Sell 266 K USD
Thomas Brandon
Chief Investment Officer
- 3274
81.38 USD
4 years ago
Oct 21, 2020
Sell 140 K USD
Thomas Brandon
Chief Investment Officer
- 1700
82.11 USD
4 years ago
Oct 21, 2020
Sell 132 K USD
Thomas Brandon
Chief Investment Officer
- 1609
81.99 USD
4 years ago
Oct 21, 2020
Sell 140 K USD
Thomas Brandon
Chief Investment Officer
- 1701
82.04 USD
4 years ago
Oct 21, 2020
Sell 152 K USD
Thomas Brandon
Chief Investment Officer
- 1864
81.42 USD
4 years ago
Oct 21, 2020
Sell 98.6 K USD
Thomas Brandon
Chief Investment Officer
- 1200
82.2 USD
4 years ago
Oct 21, 2020
Sell 101 K USD
Thomas Brandon
Chief Investment Officer
- 1226
82.12 USD
4 years ago
Oct 21, 2020
Sell 121 K USD
Thomas Brandon
Chief Investment Officer
- 1490
81.47 USD
4 years ago
Oct 21, 2020
Sell 49.4 K USD
Thomas Brandon
Chief Investment Officer
- 600
82.41 USD
4 years ago
Oct 21, 2020
Sell 58 K USD
Thomas Brandon
Chief Investment Officer
- 700
82.9 USD
4 years ago
Oct 21, 2020
Sell 49.8 K USD
Thomas Brandon
Chief Investment Officer
- 600
82.92 USD
4 years ago
Oct 21, 2020
Sell 24.9 K USD
Thomas Brandon
Chief Investment Officer
- 300
82.93 USD
4 years ago
Oct 21, 2020
Sell 16.5 K USD
Thomas Brandon
Chief Investment Officer
- 200
82.73 USD
4 years ago
Oct 21, 2020
Sell 1.12 M USD
DePina Stuart
President
- 13742
81.39 USD
4 years ago
Oct 21, 2020
Sell 296 K USD
DePina Stuart
President
- 3600
82.12 USD
4 years ago
Oct 21, 2020
Sell 166 K USD
DePina Stuart
President
- 2000
82.89 USD
4 years ago
Oct 21, 2020
Sell 133 K USD
Arora Anil
Director
- 1632
81.42 USD
4 years ago
Oct 21, 2020
Sell 63.3 K USD
Arora Anil
Director
- 770
82.25 USD
4 years ago
Oct 21, 2020
Sell 8.14 K USD
Arora Anil
Director
- 98
83.09 USD
4 years ago
Jun 29, 2020
Sell 313 K USD
Mayer Joshua
Chief Operating Officer
- 4418
70.87 USD
4 years ago
Jun 08, 2020
Sell 11.4 K USD
Mayer Joshua
Chief Operating Officer
- 150
76.08 USD
4 years ago
Jun 03, 2020
Sell 157 K USD
Thomas Brandon
Chief Investment Officer
- 2080
75.41 USD
4 years ago
Jun 03, 2020
Sell 98 K USD
Thomas Brandon
Chief Investment Officer
- 1287
76.11 USD
4 years ago
Jun 01, 2020
Sell 781 K USD
Thomas Brandon
Chief Investment Officer
- 10535
74.12 USD
4 years ago
May 28, 2020
Sell 974 K USD
Thomas Brandon
Chief Investment Officer
- 13098
74.38 USD
4 years ago
May 28, 2020
Sell 149 K USD
Mayer Joshua
Chief Operating Officer
- 2017
74.04 USD
4 years ago
Apr 13, 2020
Sell 344 K USD
Crager William
Chief Executive Officer*
- 6194
55.54 USD
4 years ago
Apr 13, 2020
Sell 162 K USD
Crager William
Chief Executive Officer*
- 2900
55.96 USD
4 years ago
May 12, 2020
Sell 309 K USD
Crager William
Chief Executive Officer*
- 4792
64.49 USD
4 years ago
May 12, 2020
Sell 275 K USD
Crager William
Chief Executive Officer*
- 4200
65.36 USD
4 years ago
May 12, 2020
Sell 6.62 K USD
Crager William
Chief Executive Officer*
- 100
66.17 USD
4 years ago
May 08, 2020
Sell 9.95 K USD
Mayer Joshua
Chief Operating Officer
- 150
66.36 USD
4 years ago
Apr 13, 2020
Sell 344 K USD
Crager William
CEO*
- 6194
55.54 USD
4 years ago
Apr 13, 2020
Sell 162 K USD
Crager William
CEO*
- 2900
55.96 USD
4 years ago
Apr 08, 2020
Sell 7.62 K USD
Mayer Joshua
Chief Operating Officer
- 150
50.78 USD
4 years ago
Mar 12, 2020
Sell 83.3 K USD
Crager William
Interim CEO*
- 1600
52.08 USD
4 years ago
Mar 12, 2020
Sell 63.5 K USD
Crager William
Interim CEO*
- 1195
53.16 USD
4 years ago
Mar 12, 2020
Sell 89.5 K USD
Crager William
Interim CEO*
- 1656
54.04 USD
4 years ago
Mar 12, 2020
Sell 102 K USD
Crager William
Interim CEO*
- 1838
55.46 USD
4 years ago
Mar 12, 2020
Sell 45.3 K USD
Crager William
Interim CEO*
- 805
56.22 USD
4 years ago
Mar 12, 2020
Sell 57.6 K USD
Crager William
Interim CEO*
- 1000
57.58 USD
4 years ago
Mar 12, 2020
Sell 58.6 K USD
Crager William
Interim CEO*
- 1000
58.6 USD
4 years ago
Mar 09, 2020
Sell 9.85 K USD
Mayer Joshua
Chief Operating Officer
- 150
65.67 USD
4 years ago
Feb 12, 2020
Sell 280 K USD
Crager William
Interim CEO*
- 3400
82.39 USD
4 years ago
Feb 12, 2020
Sell 476 K USD
Crager William
Interim CEO*
- 5694
83.54 USD
4 years ago
Feb 10, 2020
Sell 12.3 K USD
Mayer Joshua
Chief Operating Officer
- 150
81.95 USD
4 years ago
Jan 27, 2020
Sell 337 K USD
Grinis Scott D
Chief Technology Officer
- 4700
71.67 USD
4 years ago
Jan 27, 2020
Sell 743 K USD
Grinis Scott D
Chief Technology Officer
- 10300
72.16 USD
4 years ago
Jan 22, 2020
Sell 214 K USD
D'Arrigo Peter
Chief Financial Officer
- 3000
71.28 USD
4 years ago
Jan 21, 2020
Sell 410 K USD
Grinis Scott D
Chief Technology Officer
- 5815
70.52 USD
4 years ago
Jan 21, 2020
Sell 1.73 M USD
Grinis Scott D
Chief Technology Officer
- 24185
71.45 USD
4 years ago
Jan 15, 2020
Sell 371 K USD
D'Arrigo Peter
Chief Financial Officer
- 5000
74.25 USD
4 years ago
Jan 13, 2020
Sell 648 K USD
Crager William
Interim CEO*
- 8804
73.6 USD
4 years ago
Jan 13, 2020
Sell 21.5 K USD
Crager William
Interim CEO*
- 290
73.98 USD
4 years ago
Jan 13, 2020
Sell 2.15 M USD
Grinis Scott D
Chief Technology Officer
- 29199
73.61 USD
4 years ago
Jan 13, 2020
Sell 59.3 K USD
Grinis Scott D
Chief Technology Officer
- 801
74.02 USD
4 years ago
Jan 13, 2020
Sell 329 K USD
O'Brien Shelly
Chief Legal Officer
- 4500
73.11 USD
4 years ago
Jan 08, 2020
Sell 10.9 K USD
Mayer Joshua
Chief Operating Officer
- 150
72.67 USD
4 years ago
Jan 08, 2020
Sell 363 K USD
D'Arrigo Peter
Chief Financial Officer
- 5000
72.67 USD
4 years ago
Jan 06, 2020
Sell 470 K USD
Grinis Scott D
Chief Technology Officer
- 6597
71.28 USD
4 years ago
Jan 06, 2020
Sell 1.69 M USD
Grinis Scott D
Chief Technology Officer
- 23403
72.07 USD
4 years ago
Jan 02, 2020
Sell 350 K USD
D'Arrigo Peter
Chief Financial Officer
- 5000
70 USD
4 years ago
Dec 26, 2019
Sell 568 K USD
D'Arrigo Peter
Chief Financial Officer
- 8000
71.02 USD
4 years ago
Dec 23, 2019
Sell 1.07 M USD
Grinis Scott D
Chief Technology Officer
- 15000
71.39 USD
4 years ago
Dec 18, 2019
Sell 704 K USD
D'Arrigo Peter
Chief Financial Officer
- 10000
70.45 USD
4 years ago
Dec 16, 2019
Sell 99 K USD
Majoros Matthew
Principal Accounting Officer
- 1400
70.72 USD
4 years ago
Dec 12, 2019
Sell 564 K USD
Crager William
Interim CEO*
- 7894
71.45 USD
4 years ago
Dec 12, 2019
Sell 86.7 K USD
Crager William
Interim CEO*
- 1200
72.24 USD
4 years ago
Dec 11, 2019
Sell 720 K USD
D'Arrigo Peter
Chief Financial Officer
- 10000
72.05 USD
4 years ago
Dec 09, 2019
Sell 10.8 K USD
Mayer Joshua
Chief Operating Officer
- 150
72.04 USD
4 years ago
Dec 04, 2019
Sell 703 K USD
D'Arrigo Peter
Chief Financial Officer
- 10000
70.34 USD
4 years ago
Dec 04, 2019
Sell 727 K USD
Grinis Scott D
Chief Technology Officer
- 10195
71.33 USD
4 years ago
Dec 04, 2019
Sell 571 K USD
Grinis Scott D
Chief Technology Officer
- 8000
71.34 USD
4 years ago
Nov 27, 2019
Sell 706 K USD
Grinis Scott D
Chief Technology Officer
- 10000
70.55 USD
4 years ago
Nov 27, 2019
Sell 350 K USD
D'Arrigo Peter
Chief Financial Officer
- 5000
70 USD
4 years ago
Nov 27, 2019
Sell 348 K USD
D'Arrigo Peter
Chief Financial Officer
- 5000
69.56 USD
4 years ago
Nov 26, 2019
Sell 1.19 M USD
Grinis Scott D
Chief Technology Officer
- 17410
68.45 USD
4 years ago
Nov 20, 2019
Sell 324 K USD
D'Arrigo Peter
Chief Financial Officer
- 5000
64.84 USD
4 years ago
Nov 19, 2019
Sell 974 K USD
Grinis Scott D
Chief Technology Officer
- 15000
64.93 USD
4 years ago
Nov 20, 2019
Sell 715 K USD
Grinis Scott D
Chief Technology Officer
- 11000
64.99 USD
5 years ago
Nov 13, 2019
Sell 321 K USD
D'Arrigo Peter
Chief Financial Officer
- 5000
64.25 USD
5 years ago
Nov 12, 2019
Sell 588 K USD
Crager William
Interim CEO*
- 9094
64.61 USD
5 years ago
Nov 08, 2019
Sell 9.57 K USD
Mayer Joshua
Chief Operating Officer
- 150
63.81 USD
5 years ago
Nov 08, 2019
Sell 290 K USD
Arora Anil
Director
- 4476
64.9 USD
5 years ago
Nov 06, 2019
Sell 314 K USD
D'Arrigo Peter
Chief Financial Officer
- 5000
62.81 USD
5 years ago
Oct 30, 2019
Sell 312 K USD
D'Arrigo Peter
Chief Financial Officer
- 5000
62.5 USD
5 years ago
Oct 14, 2019
Sell 541 K USD
Crager William
Interim CEO*
- 9094
59.45 USD
5 years ago
Oct 08, 2019
Sell 8.46 K USD
Mayer Joshua
Chief Operating Officer
- 150
56.37 USD
5 years ago
Sep 12, 2019
Sell 3.86 M USD
Crager William
President*
- 67608
57.11 USD
5 years ago
Sep 12, 2019
Sell 298 K USD
Crager William
President*
- 5142
57.87 USD
5 years ago
Aug 16, 2019
Sell 386 K USD
Mayer Joshua
Chief Operating Officer
- 6881
56.15 USD
5 years ago
Aug 12, 2019
Sell 172 K USD
Crager William
President*
- 3000
57.26 USD
5 years ago
Aug 12, 2019
Sell 870 K USD
Crager William
President*
- 14923
58.28 USD
5 years ago
Aug 12, 2019
Sell 34 K USD
Crager William
President*
- 577
58.87 USD
5 years ago
Aug 02, 2019
Sell 34.9 K USD
Mayer Joshua
Chief Operating Officer
- 500
69.82 USD
5 years ago
Aug 01, 2019
Sell 5.78 K USD
Arora Anil
Director
- 82
70.52 USD
5 years ago
Aug 01, 2019
Sell 17.4 K USD
Arora Anil
Director
- 243
71.58 USD
5 years ago
Jul 30, 2019
Sell 1.06 M USD
Bergman Judson
Chief Executive Officer
- 15000
70.85 USD
5 years ago
Jul 23, 2019
Sell 1.07 M USD
Bergman Judson
Chief Executive Officer
- 15000
71.43 USD
5 years ago
Jul 16, 2019
Sell 546 K USD
Bergman Judson
Chief Executive Officer
- 7500
72.81 USD
5 years ago
Jul 16, 2019
Sell 541 K USD
Bergman Judson
Chief Executive Officer
- 7500
72.1 USD
5 years ago
Jul 10, 2019
Sell 526 K USD
Bergman Judson
Chief Executive Officer
- 7500
70.16 USD
5 years ago
Jul 09, 2019
Sell 521 K USD
Bergman Judson
Chief Executive Officer
- 7500
69.46 USD
5 years ago
Jul 05, 2019
Sell 34.9 K USD
Mayer Joshua
Chief Operating Officer
- 500
69.86 USD
5 years ago
Jul 03, 2019
Sell 525 K USD
Bergman Judson
Chief Executive Officer
- 7500
70 USD
5 years ago
Jul 02, 2019
Sell 514 K USD
Bergman Judson
Chief Executive Officer
- 7500
68.5 USD
5 years ago
Jul 01, 2019
Sell 341 K USD
Arora Anil
Director
- 4989
68.32 USD
5 years ago
Jul 01, 2019
Sell 26 K USD
Arora Anil
Director
- 376
69.13 USD
5 years ago
Jun 28, 2019
Sell 684 K USD
Grinis Scott D
Chief Technology Officer
- 10000
68.4 USD
5 years ago
Jun 27, 2019
Sell 64.8 K USD
Thomas Brandon
Chief Investment Officer
- 961
67.46 USD
5 years ago
Jun 25, 2019
Sell 509 K USD
Bergman Judson
Chief Executive Officer
- 7500
67.86 USD
5 years ago
Jun 18, 2019
Sell 1.05 M USD
Bergman Judson
Chief Executive Officer
- 15000
69.91 USD
5 years ago
Jun 17, 2019
Sell 221 K USD
Roame Charles
Director
- 3165
69.8 USD
5 years ago
Jun 05, 2019
Sell 136 K USD
CHAPIN ROSS K
Director
- 1987
68.4 USD
5 years ago
Jun 03, 2019
Sell 151 K USD
Arora Anil
Director
- 2261
66.79 USD
7. News
Envestnet's Shares Barely Move After Q3 Earnings Beat, Revenues Lag ENV's top line in the third quarter of 2024 benefits from improved segmental performance. zacks.com - 2 days ago
Here's What Key Metrics Tell Us About Envestnet (ENV) Q3 Earnings Although the revenue and EPS for Envestnet (ENV) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 1 week ago
Envestnet (ENV) Q3 Earnings Top Estimates Envestnet (ENV) came out with quarterly earnings of $0.70 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.56 per share a year ago. zacks.com - 1 week ago
Envestnet Launches Customizable Options Strategy, Helping Investors Harvest the Volatility Risk Premium and Mitigate the Risk of Concentrated Stock Positions New Options Strategy Quantitative Portfolio (QP) is the Latest Solution to Emerge from Envestnet Affiliate QRG's Systematic Approach to Investment Management Advisors can Offer a Personalized Solution for Mitigating the Risk of a Concentrated Stock Holding, While Offsetting Capital Gains, Over Multiple Years BERWYN, Pa. , Oct. 28, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated technology, data intelligence and wealth solutions—and also one of the largest direct index separately managed account providers—has launched an Options Strategy Quantitative Portfolio (QP) to address the market volatility, tax risk, and liquidity risk associated with concentrated stock positions, and to help advisors and their clients unwind these positions. prnewswire.com - 2 weeks ago
Envestnet to Release Third Quarter 2024 Results on November 7, 2024 BERWYN, Pa.--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence and wealth solutions, today announced that the Company will release its third quarter 2024 financial results on Thursday, November 7, 2024 after market close. Due to the pending transaction with Bain Capital, the Company will not be providing guidance for the fourth quarter and will not host a conference call or webcast to review the third quarter 2024 financial results. About Env. businesswire.com - 4 weeks ago
ENVESTNET ACCELERATES PRODUCT ENHANCEMENTS AND BUILDS OUT DISTRIBUTION CAPABILITIES TO DRIVE ADVISOR GROWTH IN HIGH-NET-WORTH MARKET SEGMENT BERWYN, Pa. , Oct. 10, 2024 /PRNewswire/ -- Attracting and retaining high-net-worth (HNW) investors as lifelong clients is a critical focus for many financial advisors, yet the path to successfully engaging this lucrative client segment remains complex. prnewswire.com - 1 month ago
Here's Why You Should Retain ENV Stock in Your Portfolio for Now Consistent growth in recurring revenues, and improving efficiency and competitiveness are benefiting Envestnet's performance. zacks.com - 1 month ago
Envestnet, Inc. Faces FinancialApps's $100 Million Trade Secret Misappropriation Claims in Delaware Jury Trial Kasowitz Benson Torres Is Acting As Lead Counsel For FinancialApps NEW YORK , Sept. 27, 2024 /PRNewswire/ -- Financial technology pioneer FinancialApps's $100 million lawsuit for trade secret misappropriation, tortious interference, and unfair competition against wealth management company Envestnet ($ENV) – whose acquisition by Bain Capital in a $4.5 billion deal was approved by shareholders earlier this week – is now headed to a jury trial in Delaware Federal Court. prnewswire.com - 1 month ago
Envestnet Stockholders Approve Acquisition by Bain Capital BERWYN, Pa. , Sept. 24, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) ("Envestnet," or the "Company"), a leading provider of integrated technology, data intelligence, and wealth solutions, today announced that, at a special meeting (the "Special Meeting"), the Company's stockholders approved the pending acquisition of the Company by affiliates of vehicles managed or advised by Bain Capital (the "Merger"). prnewswire.com - 1 month ago
Kairos Pharma Enters Agreement with PreCheck Health Services to Develop Biomarkers to Identify Patients Responsive to ENV105 to Target Cancer Drug Resistance in Prostate and Lung Cancer Patients LOS ANGELES, Sept. 24, 2024 (GLOBE NEWSWIRE) -- Kairos Pharma Ltd. (NYSE American: KAPA), a clinical-stage biopharmaceutical company, announces a groundbreaking collaboration with PreCheck Health Services Inc., a CLIA-certified and CAP-accredited clinical laboratory specializing in genetic sequencing. The partnership focuses on the development of companion biomarkers for Kairos Pharma's cancer therapy, ENV105, which targets prostate and lung cancers. This strategic agreement aims to advance the precision of patient screening and therapy monitoring for Kairos Pharma's Phase 1 and Phase 2 clinical trials, with the aim of advancing cancer treatment by identifying patients who will benefit most from ENV105. globenewswire.com - 1 month ago
Envestnet Wins Five 2024 'Wealthies' Awards, Including Advisor Choice Award & Best Unified (All-in-One) System BERWYN, Pa. , Sept. 23, 2024 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, has been recognized as an industry leader at the 2024 WealthManagement.com Industry Awards (the "Wealthies"). prnewswire.com - 1 month ago
Johnson Fistel, LLP Investigates Envestnet Deal Terms and for Potential Violations of Fiduciary Duties on Behalf of Shareholders SAN DIEGO, Sept. 16, 2024 (GLOBE NEWSWIRE) -- Johnson Fistel, LLP , a leading stockholder rights law firm, announced today that it has initiated an investigation into the board members of Envestnet, Inc. (NYSE: ENV) concerning potential breaches of fiduciary duties related to the proposed sale of the Company to private equity firm Bain Capital. globenewswire.com - 2 months ago
8. Profile Summary

Envestnet, Inc. ENV

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COUNTRY US
INDUSTRY Software - Application
MARKET CAP $ 3.48 B
Dividend Yield 0.00%
Description Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. It also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.
Contact 35 East Wacker Drive, Chicago, IL, 60601 https://www.envestnet.com
IPO Date July 29, 2010
Employees 3069
Officers Mr. James Lawrence Fox Interim Chief Executive Officer & Chairman Mr. William C. Crager Co-Founder & Strategic Advisor Mr. Joshua B. Warren Chief Financial Officer Ms. Shelly S O'Brien J.D. Chief Legal Officer, General Counsel & Corporate Secretary Ms. Dana Marie D'Auria C.F.A. Co-Chief Investment Officer & Group President of Envestnet Solutions Grace Wagner Director of Investor Relations Ms. Sharon Rosenthal Chief Human Resources Officer Mr. Matthew J. Majoros Senior Vice President of Financial Reporting Mr. Andrew Stavaridis Chief Relationship Officer & Group Head of Wealth Solutions Distribution Ms. Molly Weiss Group President of Wealth Management Platform