Investor Relations

Empowering Clients with Innovative Technology

Envestnet provides intelligent systems to the nation’s largest banks and registered investment advisers. Our innovative technology and services allow clients to achieve improved financial outcomes and make financial wellness attainable.

Upcoming Event

Envestnet Elevate 2024

Latest Financial Results

$1.245B

Total revenues remained consistent at $1.2 billion for the years ended December 31, 2023 and 2022.

$1.245B

Adjusted revenues* remained consistent at $1.2 billion for the years ended December 31, 2023 and 2022.

16%

Adjusted EBITDA* increased 16% to $250.9 million for the year ended December 31, 2023 from $215.4 million for the year ended December 31, 2022.

$2.12

Adjusted Net Income per Diluted Share for the year ended December 31, 2023 increased 14% to $2.12 from $1.86 in the year ended December 31, 2022.

Source: 10-K 2023

For complete information regarding our financials, see our periodic filings

Latest Annual Filing

For Fiscal Year Ending Dec 31, 2023

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Empowering Financial Advisors with Innovative Technology

Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by industry-leading service and support. Serving the wealth management industry for 25 years with more than $5.8 trillion in platform assets—more than 108,000 advisors, 16 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs -- thousands of companies, depend on Envestnet technology and services to help drive business growth and productivity, and better outcomes for their clients.  Data as of 12/31/2023. 

Envestnet, Inc. at a Glance

38M+

Paid subscribers

$5.8T+

Total Platform Assets

108K+

Advisors

As of December 31, 2023 • 10-K Q4 2023

IR Contacts

Company

Envestnet, Inc.
1000 Chesterbrook Blvd #250
Berwyn, PA 19312

Investor Relations

1000 Chesterbrook Blvd #250
Berwyn, PA 19312
T: 312-827-3940
investor.relations@envestnet.com

Transfer Agent

American Stock Transfer & Trust Company, LLC.