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.

Latest Financial Results

$345.9M

Total revenue increased 9% to $345.9 million for the third quarter of 2024 from $316.8 million for the third quarter of 2023.

$80.5M

Adjusted EBITDA* increased 23% to $80.5 million for the third quarter of 2024 from $65.3 million for the third quarter of 2023.

$0.70

Adjusted Net Income per Diluted Share increased 25% to $0.70 for the third quarter of 2024 from $0.56 for the third quarter of 2023.

Source: Q3 2024 Earnings Release

For complete information regarding our financials, see our periodic filings

* Non-GAAP Financial Measures. View full reconciliation.

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

44M+

Paid Subscribers

$6.2T+

Total Platform Assets

110K+

Advisors

As of June 30, 2024 • 10-Q Q2 2024

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.