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

$252.6M

Total revenues increased 7% to $252.6 million for the third quarter of 2020 from $236.1 million for the third quarter of 2019.

6%

Adjusted revenues* for the third quarter of 2020 increased 6% to $252.7 million from $239.3 million for the prior year period.

24%

Adjusted EBITDA* for the third quarter of 2020 increased 24% to $67.6 million from $54.5 million for the prior year period.

$0.72

Adjusted net income per diluted share* for the third quarter of 2020 increased 20% to $0.72 from $0.60 in the third quarter of 2019.

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, 2019

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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

33M+

Paid subscribers

$4.1T+

Total Platform Assets

17K+

Data Sources

105K+

Advisors

As of Sep. 30, 2020 • 10-Q Q3 2020

Revenue Breakdown
For the First 9 months of Fiscal Year 2021

Revenue by Type
Revenue by Segment

Source: 10-Q for the quarter ended Sep 30, 2020

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.