Envestnet Inc

Overview

Envestnet Inc (Envestnet) is engaged in providing financial and wealth management technology and services. The company provides unified wealth management software and services empowering financial advisors and institutions. Envestnet is also involved in providing 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 caters its services to financial advisors, investors and financial service providers. It operates in the US, Australia, India and Canada. Envestnet is headquartered in Chicago, Illinois, the US.
Key Stats
Address
35 E Wacker Dr Ste 2400, CHICAGO, Illinois
Headquarters

United States of America

Contact

1 312 8272800

No of Employees

4,250

Industry

Financial Services

Ticker Symbol & Exchange​

ENV [NYSE]

Revenue (2020)

$998 m

10.9% (2020 vs 2019)
Net Income (2020)

$-3 m

82.1% (2020 vs 2019)
Net Profit Margin

-0 %

83.3% (2020 vs 2019)
Market Cap *

$4,221 m

EPS *

$-0.1

  *Note: Ratios based on the share price as of 8-September-2021, in absolute numbers and US$.

Peer Comparison

Key Parameters Envestnet IncFiserv IncIntuit IncSS&C Technologies Holdings Inc.
Key Information
Headquarters United States of America United States of America United States of America United States of America
Headquarter City CHICAGO BROOKFIELD MOUNTAIN VIEW WINDSOR
Headquarter State/Province Illinois Wisconsin California Connecticut
No. of Employees 4,250 44,000 10,600 24,600
Entity Type Public Public Public Public

Products & Services

Envestnet offers financial and wealth management services. The key services of the company include the following:

Services
  • Financial Consultancy Services
  • Data Aggregation
  • Data Analytics
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Brands
  • Envestnet Yodlee
  • Envestnet PMC
  • Envestnet MoneyGuide
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Employees

Name Position Board Since Age Biography
Farouk Ferchichi Chief Data Analytics Officer Senior Management 2021 - Mr. Farouk Ferchichi serves as Chief Data Analytics Officer at the company since 2021. Prior to this, he served as...
Mary Ellen Dugan Chief Marketing Officer Senior Management 2021 - Ms. Mary Ellen Dugan serves as Chief Marketing Officer at the company since 2021. Prior to this, she served as...
James Fox Chairman Executive Board 2020 69 Mr. James Fox serves as the Chairman at Envestnet, Inc since March 2020. Previously, he served as the Non-Executive Chairman...
Stuart DePina President Senior Management 2020 60 Mr. Stuart DePina serves as the President at Envestnet, Inc since March 2020. Previously, he served as the Chief Executive...
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History

Year Event Description
2021 Contracts/Agreements In March, the company along with FIDx entered into a partnership with Great American Life…
2021 Contracts/Agreements In June, the company entered into a partnership with Richardson Wealth Ltd to provide a…
2021 Contracts/Agreements In April, the company collaborated with Dynasty Financial Partners to introduce an outsourced CFO capability…
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Locations


Tamarac, Inc.

Address

811 First Avenue, Suite 340, Seattle
United States of America

Telephone

1 866 525 8811

Website

www.tamaracinc.com
Harvest Savings & Wealth Technologies Inc.

Address

Number 302, 101 Lucas Valley Rd, San Rafel
United States of America

Telephone

1 415 3666583

Website

www.trizic.com
Prima Capital Holding, Inc.

Address

600 Seventeenth Street, Suite 2300, South Denver
United States of America

Telephone

1 888 301 2007

Website

www.primacapital.com
Yodlee, Inc.

Address

Suite 100, 999 Baker Way, San Mateo
United States of America

Telephone

1 650 9803600

Website

www.yodlee.com
Klein Decisions, Inc.

Address

68 T.W. Alexander Drive, Research Triangle Park
United States of America

Telephone

1 919 233 6767

Envestnet Asset Management, Inc.

Address

35 East Wacker Drive, 24th Floor, Chicago
United States of America

Telephone

1 866 9248912

Website

www.envestnet.com

Deals

Number of Deals
Deal Value (US$ m)

Latest Deals

Announced Date Headline Deal Type Acquirers / Investors / Surviving Entity Issuer / partner / Target
08 Apr 2021 Envestnet Acquires Harvest Savings & Wealth Technologies (Trizic) Acquisition Envestnet Inc Harvest Savings & Wealth Technologies Inc.
16 Mar 2021 Envestnet Acquires Technology from Apprise Labs Asset Transaction Envestnet Inc Apprise Labs
17 Aug 2020 Envestnet Prices USD450 Million in Public Offering of 0.75% Convertible Notes Due 2025 Debt Offering Envestnet Inc
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Jobs Overview

22

Active Jobs

0

Posted

1

Closed

Job Trends

Latest Jobs

Job title Company Country
Cloud Infrastructure Operations Intern Envestnet Inc United States
Data Analyst Intern Envestnet Inc United States
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