Quarterly report pursuant to Section 13 or 15(d)

Business Acquisitions (Details)

v3.5.0.2
Business Acquisitions (Details)
$ / shares in Units, $ in Thousands
3 Months Ended 5 Months Ended 6 Months Ended 7 Months Ended 10 Months Ended 12 Months Ended
Feb. 01, 2016
USD ($)
Nov. 19, 2015
USD ($)
item
$ / shares
shares
Sep. 01, 2015
USD ($)
Aug. 30, 2015
USD ($)
Jun. 30, 2016
USD ($)
shares
Jun. 30, 2015
USD ($)
$ / shares
Jun. 30, 2016
USD ($)
shares
Jun. 30, 2016
USD ($)
shares
Jun. 30, 2015
USD ($)
$ / shares
Jun. 30, 2016
USD ($)
shares
Jun. 30, 2016
USD ($)
shares
Dec. 31, 2015
USD ($)
Consideration transferred in acquisition                        
Envestnet common stock per acquiree share (in shares) | shares   0.1889                    
Acquisition of businesses, net of cash acquired               $ 18,394 $ 21,712      
Share-based compensation         $ 6,703 $ 3,330   18,318 6,749      
Estimated fair values of the assets acquired and liabilities assumed                        
Goodwill         $ 423,450   $ 423,450 $ 423,450   $ 423,450 $ 423,450 $ 421,273
Intangible assets                        
Maximum number of stock options and restricted stock available for future issuance | shares         1,576,730   1,576,730 1,576,730   1,576,730 1,576,730  
Fair market value adjustment on contingent consideration               $ 489 (1,902)      
Contingent consideration from a business acquisition         $ 1,929   $ 1,929 1,929   $ 1,929 $ 1,929  
Pro forma financial information                        
Accretion on contingent consideration               120 651      
Acquired intangible asset amortization         12,195 3,560   24,121 6,693      
Revenues           129,427     251,765      
Net loss           $ (7,295)     $ (14,108)      
Basic (in dollars per share) | $ / shares           $ (0.17)     $ (0.34)      
Diluted (in dollars per share) | $ / shares           $ (0.17)     $ (0.34)      
FinaConnect, Inc.                        
Acquisitions                        
Upfront cash consideration paid $ 6,425                      
Multiplier for contingent consideration based on acquiree's incremental revenue 4                      
Contingent consideration period 2 years                      
Contingent consideration, maximum $ 3,500                      
Consideration transferred in acquisition                        
Cash consideration 6,425                      
Contingent consideration liability 1,929                      
Working capital adjustment 269                      
Cash acquired (1)                      
Total 8,622                      
Estimated fair values of the assets acquired and liabilities assumed                        
Total tangible assets acquired 136       283   283 283   283 283  
Total liabilities assumed (556)       (473)   (473) (473)   (473) (473)  
Identifiable intangible assets 5,425       5,425   5,425 5,425   5,425 5,425  
Goodwill 3,617       3,387   3,387 3,387   3,387 3,387  
Total net assets acquired 8,622       8,622   8,622 8,622   8,622 8,622  
Measurement period adjustments, total tangible assets acquired             147          
Measurement period adjustments, total liabilities assumed             83          
Measurement period adjustments, goodwill             (230)          
Intangible assets                        
Intangible assets acquired, Amount 5,425                      
Contingent consideration, maximum $ 3,500                      
Contingent consideration period 2 years                      
FinaConnect, Inc. | Customer lists                        
Intangible assets                        
Intangible assets acquired, Amount $ 4,300                      
Intangible assets acquired, Weighted Average Useful Life In Years 12 years                      
FinaConnect, Inc. | Proprietary technologies                        
Intangible assets                        
Intangible assets acquired, Amount $ 800                      
Intangible assets acquired, Weighted Average Useful Life In Years 5 years                      
FinaConnect, Inc. | Trade names and domains                        
Intangible assets                        
Intangible assets acquired, Amount $ 325                      
Intangible assets acquired, Weighted Average Useful Life In Years 2 years                      
Castle Rock Innovations, Inc.                        
Consideration transferred in acquisition                        
Cash consideration       $ 6,190                
Contingent consideration liability       1,500       1,500        
Cash acquired       (320)                
Total       7,370                
Contingent consideration undiscounted       1,600                
Acquisition related costs         41              
Estimated fair values of the assets acquired and liabilities assumed                        
Total tangible assets acquired       255 143   143 143   143 143  
Total liabilities assumed       (1,305) (1,305)   (1,305) (1,305)   (1,305) (1,305)  
Identifiable intangible assets       3,400 3,400   3,400 3,400   3,400 3,400  
Goodwill       5,020 5,132   5,132 5,132   5,132 5,132  
Total net assets acquired       7,370 7,370   7,370 7,370   7,370 7,370  
Measurement period adjustments, total tangible assets acquired                     (112)  
Measurement period adjustments, goodwill                     112  
Intangible assets                        
Intangible assets acquired, Amount       3,400                
Fair market value adjustment on contingent consideration         0     200        
Castle Rock Innovations, Inc. | Customer lists                        
Intangible assets                        
Intangible assets acquired, Amount       $ 2,500                
Intangible assets acquired, Weighted Average Useful Life In Years       12 years                
Castle Rock Innovations, Inc. | Proprietary technologies                        
Intangible assets                        
Intangible assets acquired, Amount       $ 800                
Intangible assets acquired, Weighted Average Useful Life In Years       5 years                
Castle Rock Innovations, Inc. | Trade names and domains                        
Intangible assets                        
Intangible assets acquired, Amount       $ 100                
Intangible assets acquired, Weighted Average Useful Life In Years       4 years                
Yodlee, Inc                        
Consideration transferred in acquisition                        
Cash consideration   $ 375,658                    
Stock consideration   186,522                    
Purchase consideration liability                       10,061
Attribution of the fair market value of replacement award   4,318                    
Cash acquired   (63,234)                    
Total   $ 503,264                    
Promissory note                       $ 10,061
Equity value issued (in dollars per share) | $ / shares   $ 17.49                    
Cash value issued (in dollars per share) | $ / shares   $ 11.51                    
Number of full trading days on which weighted average of sales price per share is determined   10 days                    
Acquisition of businesses, net of cash acquired   $ 375,658                    
Consideration issued (in shares) | shares   5,974,000                    
Exercised statutory appraisal rights (in shares) | shares   577,829                    
Granted (in shares) | shares   1,052,000                    
Acquisition related costs         309     1,574        
Estimated fair values of the assets acquired and liabilities assumed                        
Total tangible assets acquired   $ 33,815     36,614   36,614 36,614   36,614 36,614  
Total liabilities assumed   (55,240)     (55,077)   (55,077) (55,077)   (55,077) (55,077)  
Identifiable intangible assets   237,000     237,000   237,000 237,000   237,000 237,000  
Goodwill   286,049     284,727   284,727 284,727   284,727 284,727  
Total net assets acquired   501,624     503,264   $ 503,264 503,264   503,264 $ 503,264  
Measurement period adjustments, total tangible assets acquired                   2,799    
Measurement period adjustments, total liabilities assumed                   163    
Measurement period adjustments, goodwill                   (1,322)    
Measurement period adjustments, Total net assets acquired                   $ 1,640    
Intangible assets                        
Intangible assets acquired, Amount   237,000                    
Pro forma financial information                        
Revenue since acquisition         30,992     59,623        
Net income (loss) since acquisition         (11,165)     (25,023)        
Acquired intangible asset amortization         $ 8,570     17,141        
Yodlee, Inc | Replacement Awards                        
Consideration transferred in acquisition                        
Stock consideration   32,836                    
Attribution of the fair market value of replacement award   4,318                    
Unrecognized compensation expense related to unvested restricted stock   $ 28,518                    
Unrecognized compensation expense weighted-average recognition period   43 months                    
Yodlee, Inc | Customer lists                        
Intangible assets                        
Intangible assets acquired, Amount   $ 178,000                    
Intangible assets acquired, Weighted Average Useful Life In Years   12 years                    
Yodlee, Inc | Backlog                        
Intangible assets                        
Intangible assets acquired, Amount   $ 11,000                    
Intangible assets acquired, Weighted Average Useful Life In Years   4 years                    
Yodlee, Inc | Proprietary technologies                        
Intangible assets                        
Intangible assets acquired, Amount   $ 35,000                    
Intangible assets acquired, Weighted Average Useful Life In Years   5 years                    
Yodlee, Inc | Trade names and domains                        
Intangible assets                        
Intangible assets acquired, Amount   $ 13,000                    
Intangible assets acquired, Weighted Average Useful Life In Years   6 years                    
Yodlee, Inc | Minimum                        
Consideration transferred in acquisition                        
Number of paid subscribers | item   22,000,000                    
Number of serviced financial institutions | item   1,000                    
Number of data sources | item   15,000                    
Number of patents awarded | item   78                    
Castle Rock Parties                        
Consideration transferred in acquisition                        
Acquisition related costs               $ 85        
Castle Rock Parties | ERS                        
Consideration transferred in acquisition                        
Noncontrolling owner's ownership (as a percent)     6.50%                  
Issuance of redeemable units in ERS     $ 900                  
Period to repurchase issued units in the subscription agreement     36 months                  
One | Castle Rock Innovations, Inc.                        
Consideration transferred in acquisition                        
Annual revenue target for contingent consideration (as a percent)       40.00%                
Revenue target for contingent consideration adjustment       $ 100                
Discount rate (as a percent)       2.70%                
Intangible assets                        
Annual contingent consideration payment amount       $ 714                
Two | Castle Rock Innovations, Inc.                        
Consideration transferred in acquisition                        
Annual revenue target for contingent consideration (as a percent)       35.00%                
Revenue target for contingent consideration adjustment       $ 100                
Discount rate (as a percent)       3.00%                
Intangible assets                        
Annual contingent consideration payment amount       $ 603                
Three | Castle Rock Innovations, Inc.                        
Consideration transferred in acquisition                        
Annual revenue target for contingent consideration (as a percent)       30.00%                
Revenue target for contingent consideration adjustment       $ 100                
Discount rate (as a percent)       3.30%                
Intangible assets                        
Annual contingent consideration payment amount       $ 275