Envestnet Inc - Company Profile
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Envestnet Inc (Envestnet) provides financial and wealth management technology and services. The company provides unified wealth management software and services empowering financial advisors and institutions. Envestnet also offers data analytics, data intelligence, data aggregation and cloud-based innovation solutions to digital financial and technology innovators and financial institutions. Its brands include Envestnet Enterprise, Envestnet PMC (Portfolio Management Consultants), Envestnet MoneyGuide, Envestnet Tamarac and Envestnet Retirement Solutions. The company offers its services to financial advisors, investors and financial service providers. It operates in the US, Australia, the UK, India and Canada. Envestnet is headquartered in Chicago, Illinois, the US.
Headquarters
United States of America
Address
1000 Chesterbrook Boulevard, Suite 250, Berwyn, Pennsylvania, 19312
Website
www.envestnet.com
Telephone
1 312 8272800
No of Employees
3,100
Industry
Financial Services
Ticker Symbol & Exchange
ENV (NYSE)
Revenue (2022)
$1.2B
0.5%
(2022 vs 2021)
EPS
XYZ
Net Income (2022)
XYZ
-194.9%
(2022 vs 2021)
Market Cap*
$3.4B
Net Profit Margin (2022)
XYZ
-193.6%
(2022 vs 2021)
* As of and is in US$
Envestnet Inc premium industry data and analytics
Products and Services
| Services | Brands |
|---|---|
| Data Aggregation | Envestnet Retirement Solutions |
| Data Analytics | Envestnet Yodlee |
| Cloud Services | Envestnet MoneyGuide |
| XYZ | XYZ |
| XYZ | XYZ |
| XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2024 | Contracts/Agreements | In March, the company expanded its partnership with Independent Financial Group to support its network of more than 600 independent financial professionals with increased access to its ecosystem of wealth management solutions. |
| 2024 | Contracts/Agreements | In March, Envestnet | Yodlee entered into a partnership with Ocrolus to insert Ocrolus technologies into the Envestnet | Yodlee platform. |
| 2023 | Plans/Strategy | In November, the company and the retirement groups within Morningstar Investment Management announced their plans to launch a managed accounts service for Individual Retirement Accounts powered by IRALOGIX. |
Competitor Comparison
| Key Parameters | Envestnet Inc | Fiserv Inc | Intuit Inc | AssetMark, Inc. | Orion Advisor Services, LLC |
|---|---|---|---|---|---|
| Headquarters | United States of America | United States of America | United States of America | United States of America | United States of America |
| City | Berwyn | Milwaukee | Mountain View | Concord | Omaha |
| State/Province | Pennsylvania | Wisconsin | California | California | Nebraska |
| No. of Employees | 3,100 | 42,000 | 18,200 | - | - |
| Entity Type | Public | Public | Public | Private | Private |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| James Fox | Chief Executive Officer - Interim; Chairman | Executive Board | 2024 | - |
| Peter D'Arrigo | Chief Financial Officer | Senior Management | 2008 | 55 |
| Joshua Mayer | Chief Operating Officer | Senior Management | 2014 | - |
| Rich Aneser | Chief Strategy Officer | Senior Management | - | - |
| Robert Coppola | Chief Technology Officer | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
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