Investor Relations

Q2 2021 Earnings Conference Call

August 5, 2021 - 5:00 pm EST

Latest Financial Results

$275.1M

Total revenues increased12% to $275.1 million for the first quarter of 2021 from $246.5 million for the first quarter of 2020.

11%

Adjusted revenues* for the first quarter of 2021 increased 11% to $275.2 million from $247.0 million for the prior year period.

25%

Adjusted EBITDA* for the first quarter of 2021 increased 25% to $68.3 million from $54.6 million for the prior year period.

$0.57

Adjusted net income per diluted share* for the first quarter of 2021 increased 12% to $0.64 from $0.57 in the first quarter of 2020.

Source: 10-Q Q1 2021

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, 2020

Sign Up For Email Alerts

Receive updates straight into your inbox

Sign up today

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

35M+

Paid subscribers

$4.8T+

Total Platform Assets

17K+

Data Sources

106K+

Advisors

As of Mar. 31, 2021 • 10-Q Q1 2021

Revenue Breakdown
For the First 3 months of Fiscal Year 2021

Revenue by Type

Source: 10-Q for the quarter ended Mar 31, 2021

IR Contacts

Company

Envestnet, Inc.
35 East Wacker Drive
Suite 2400
Chicago, IL 60601

Investor Relations

35 East Wacker Drive
Suite 2400
Chicago, IL 60601
T: 312-827-3940
investor.relations@envestnet.com

Transfer Agent

American Stock Transfer & Trust Company, LLC.