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


Total revenues were $316.8 million for the third quarter of 2023.


Adjusted revenue* for the third quarter of 2023 was $316.8 million.


Adjusted EBITDA* for the third quarter of 2023 was $67.2 million.


Adjusted net income per diluted share for the third quarter of 2023 was $0.56.

Source: 10-Q Q3 2023

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 more than $5T in platform assets – more than 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


Paid subscribers


Total Platform Assets



As of September 30, 2023 • 10-Q Q3 2023

IR Contacts


Envestnet, Inc.
1000 Chesterbrook Blvd #250
Berwyn, PA 19312

Investor Relations

1000 Chesterbrook Blvd #250
Berwyn, PA 19312
T: 312-827-3940

Transfer Agent

American Stock Transfer & Trust Company, LLC.