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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
Key people
Stuart Depina, President
Pete D'Arrigo, Chief Financial Officer
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
Envestnet Financials
Summary financials
- Revenue (Q2, 2022)
- $192.0M
- Gross profit (Q2, 2022)
- $79.7M
- Cash (Q2, 2022)
- $338.1M
- Enterprise value
- $3.3B
