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

$303.1M

Total revenues  increased 20% to $303.1 million for the third quarter of 2021 from $252.6 million for the third quarter of 2020.

20%

Adjusted revenues* for the third quarter of 2021 increased 20% to $303.1 million from $252.7 million for the prior year period.

2%

Adjusted EBITDA* for the third quarter of 2021 decreased 2% to $66.2 million from $67.6 million for the prior year period.

$0.61

Adjusted net income per diluted share* for the third quarter of 2021 decreased 15% to $0.61 from $0.72 in the third quarter of 2020.

Source: 10-Q Q3 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

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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

30M+

Paid subscribers

$5.4T+

Total Platform Assets

17K+

Data Sources

~108K

Advisors

As of September 30, 2021 • 10-Q Q3 2021

Revenue Breakdown
For the First 9 months of Fiscal Year 2021

Revenue by Type

Source: 10-Q for the quarter ended Sep 30, 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.