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

$321.4M

Total revenues increased 17% to $321.4 million for the first quarter of 2022 from $275.1 million for the first quarter of 2021.

17%

Adjusted revenues* for the first quarter of 2022 increased 17% to $321.4 million from $275.2 million for the prior year period.

(18%)

Adjusted EBITDA* for the first quarter of 2022 decreased 18% to $55.7 million from $68.3 million for the prior year period.

$0.47

Adjusted net income per diluted share* for the first quarter of 2022 decreased 27% to $0.47 from $0.64 in the first quarter of 2021.

Source: 10-Q Q1 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

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

31M+

Paid subscribers

~$5.5T

Total Platform Assets

~107K

Advisors

As of March 31, 2022 • 10-Q Q1 2022

Revenue Breakdown
For the First 3 months of Fiscal Year 2022

Revenue by Type

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