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

$1.239B

Total revenues increased 4% to $1.239 billion for the year ended December 31, 2022 from $1.186 billion for the year ended December 31, 2021.

$1.24B

Adjusted revenues* for the year ended December 31, 2022 increased 4% to $1.24 billion from $1.19 billion for the prior year period.

-16%

Adjusted EBITDA* for the year ended December 31, 2022 decreased 16% to $220.1 million from $261.7 million for the prior year period.

$1.86

Adjusted Net Income per Diluted Share for the year ended December 31, 2022 decreased 23% to $1.86 from $2.42 in the year ended December 31, 2021.

Source: 10-K 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, 2022

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Empowering Financial Advisors with Innovative Technology

Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions and intelligence. By establishing the connections between people’s daily financial decisions and long-term financial goals, Envestnet empowers them to make better sense of their finances and live an Intelligent Financial Life™. With $5T in platform assets – approximately 106,000 advisors, 16 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs, and thousands of companies, depend on Envestnet technology and services to help drive better outcomes for their businesses and for their clients.

Envestnet, Inc. at a Glance

37M+

Paid subscribers

~$4.4T

Total Platform Assets

~106K

Advisors

As of December 31, 2022 • 10-K Q4 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.