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Envestnet

Envestnet

Advisors

106.97 K

Q1, 2022

Revenue

$1.2 B

FY, 2021

Market Capitalization

$2.7 B

2022-09-19

Envestnet Summary

Company summary

Overview
Envestnet is a company providing wealth management technology and services to investment advisors. It develops Envestnet Tamarac, a solution for integrated portfolio rebalancing, performance reporting, and customer relationship management. The company also offers Envestnet MoneyGuide financial planning solutions, the Envestnet Yodlee data aggregation and analytics platform, Envestnet PMC (Portfolio Management Consultants), Envestnet Retirement Solutions, and other products.
Type
Public
Founded
1999
HQ
Berwyn, PA, US | view all locations
Website
https://www.envestnet.com/
Cybersecurity rating
ESG rating
out of 100 | View all ESG data
Sectors

Key people

  • Bill Crager

    Bill Crager, Co-Founder, Chief Executive Officer and Director

  • Stuart Depina
  • Pete D'Arrigo

    Pete D'Arrigo, Chief Financial Officer

  • Josh Mayer

    Josh Mayer, Chief Operating Officer

Operating MetricsView all

Advisors

107K

Q1, 2022

Platform Accounts

17.8M
29.1%

Q1, 2022

Platform Assets

$5.5T
14.5%

Q1, 2022

LocationsView all

12 locations detected

  • Berwyn, PA HQ

    United States

    1000 Chesterbrook Blvd, Suite 250

  • Denver, CO

    United States

    1801 California St

  • Powhatan, VA

    United States

    1588 Oakbridge Terrace

  • Raleigh, NC

    United States

    621 Hillsborough St

  • San Mateo, CA

    United States

    999 Baker Way #100

  • Sparks, MD

    United States

    53 Loveton Circle, Ste #201

and 6 others

Envestnet Financials

Summary financials

Revenue (Q2, 2022)
$192.0M
Gross profit (Q2, 2022)
$79.7M
Cash (Q2, 2022)
$338.1M
Enterprise value
$3.3B

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