Latest Financial Results

Aug 4, 2022 • 4:05 PM EDT

Q2 2022 Quarterly Results

Quarter Ended Jun 30, 2022

$318.9M

Total revenues increased 10% to $318.9 million for the second quarter of 2022 from $288.7 million for the second quarter of 2021.

10%

Adjusted revenues* for the second quarter of 2022 increased 10% to $318.9 million from $288.8 million for the prior year period.

-20%

Adjusted EBITDA* for the second quarter of 2022 decreased 20% to $57.1 million from $71.1 million for the prior year period.

$0.49

Adjusted net income per diluted share for the second quarter of 2022 decreased 27% to $0.49 from $0.67 in the second quarter of 2021.

For complete information regarding our financials, see our periodic filings

Latest Financial Results

$318.9M

Total revenues increased 10% to $318.9 million for the second quarter of 2022 from $288.7 million for the second quarter of 2021.

10%

Adjusted revenues* for the second quarter of 2022 increased 10% to $318.9 million from $288.8 million for the prior year period.

-20%

Adjusted EBITDA* for the second quarter of 2022 decreased 20% to $57.1 million from $71.1 million for the prior year period.

$0.49

Adjusted net income per diluted share for the second quarter of 2022 decreased 27% to $0.49 from $0.67 in the second quarter of 2021.

Source: 10-Q Q2 2022

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, 2021

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Empowering Financial Advisors with Innovative Technology

Envestnet, Inc. is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 103,000 advisors and more than 4,900 companies including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage the Envestnet platform to grow their business and client relationships.

Envestnet, Inc. at a Glance

36M+

Paid subscribers

~$5T

Total Platform Assets

~105K

Advisors

As of June 30, 2022 • 10-Q Q2 2022

Revenue Breakdown
For the First 6 months of Fiscal Year 2022

Revenue by Type

Source: 10-Q for the quarter ended Jun 30, 2022

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.