Envestnet, Inc. Annual report pursuant to Section 13 and 15(d)

Annual report pursuant to Section 13 and 15(d)

Business Acquisitions (Yodlee) (Details)

Business Acquisitions (Yodlee) (Details) $ / shares in Units, $ in Thousands											3 Months Ended	6 Months Ended	12 Months Ended
	Oct. 03, 2016 USD ($)	Feb. 01, 2016 USD ($)	Nov. 19, 2015 USD ($) item shares	Nov. 17, 2015 USD ($) $ / shares shares	Aug. 30, 2015 USD ($)	May 06, 2015 USD ($)	Feb. 24, 2015 USD ($)	Oct. 01, 2014 USD ($)	Jul. 09, 2014 USD ($)	Jul. 01, 2014 USD ($)	Dec. 31, 2014 USD ($)	Dec. 31, 2014 USD ($)	Dec. 31, 2016 USD ($)	Dec. 31, 2015 USD ($) $ / shares	Dec. 31, 2014 USD ($)	Sep. 01, 2015 $ / shares
Business acquisitions
Acquisition of businesses, net of cash acquired													$ 31,613	$ 328,305	$ 59,570
Consideration transferred in acquisition
Attribution of the fair market value of replacement awards														4,318
Estimated fair values of the assets acquired and liabilities assumed
Goodwill											$ 104,976	$ 104,976	431,936	421,273	104,976
Acquisition related costs													3,343	9,792	2,430
Intangible assets
Intangible assets acquired, Amount						$ 9,800
Pro forma financial information
Acquired intangible asset amortization													45,515	17,636	10,642
Accretion on contingent consideration													150	888	1,472
Revenues														517,891
Net income (loss)														$ (54,915)
Basic (in dollars per share) \| $ / shares														$ (1.27)
Diluted (in dollars per share) \| $ / shares														$ (1.27)
Customer lists
Intangible assets
Intangible assets acquired, Amount						$ 8,300
Intangible assets acquired, Useful Life In Years						12 years
Proprietary technology
Intangible assets
Intangible assets acquired, Amount						$ 1,000
Intangible assets acquired, Useful Life In Years						4 years
Trade names and domains
Intangible assets
Intangible assets acquired, Amount						$ 500
Intangible assets acquired, Useful Life In Years						5 years
Yodlee, Inc
Business acquisitions
Number of patents awarded \| item			78
Cash value issued (in dollars per share) \| $ / shares				$ 11.51
Envestnet common stock per acquiree share (in shares) \| shares				0.1889
Number of full trading days prior to closing date of merger, on which weighted average of sales price per share is determined				10 days
Equity value issued (in dollars per share) \| $ / shares				$ 17.49
Acquisition of businesses, net of cash acquired				$ 375,658
Consideration issued (in shares) \| shares			5,974,000	5,974,000
Exercised statutory appraisal rights (in shares) \| shares				577,829
Consideration transferred in acquisition
Cash consideration			$ 375,658
Stock consideration			186,522
Attribution of the fair market value of replacement awards			4,318
Cash acquired			(63,234)
Total			503,264
Contingent consideration liability														$ 10,061
Estimated fair values of the assets acquired and liabilities assumed
Total liabilities assumed			(59,313)
Identifiable intangible assets			244,000
Goodwill			282,429
Total net assets acquired			503,264
Purchase accounting adjustment													(3,620)
Intangible assets
Intangible assets acquired, Amount			$ 244,000
Pro forma financial information
Revenue since acquisition														14,081
Net income (loss) since acquisition														(5,963)
Acquired intangible asset amortization														3,953
Business acquisition costs													2,186	6,624
Yodlee, Inc \| Replacement Awards
Consideration transferred in acquisition
Granted (in shares) \| shares			1,052,000
Yodlee, Inc \| Customer lists
Intangible assets
Intangible assets acquired, Amount			$ 177
Intangible assets acquired, Useful Life In Years			15 years
Yodlee, Inc \| Backlog
Intangible assets
Intangible assets acquired, Amount			$ 11
Intangible assets acquired, Useful Life In Years			4 years
Yodlee, Inc \| Proprietary technology
Intangible assets
Intangible assets acquired, Amount			$ 35
Intangible assets acquired, Useful Life In Years			5 years
Yodlee, Inc \| Trade names and domains
Intangible assets
Intangible assets acquired, Amount			$ 21
Intangible assets acquired, Useful Life In Years			7 years
Yodlee, Inc \| Minimum
Business acquisitions
Number of paid subscribers \| item			22,000,000
Number of serviced financial institutions \| item			1,000
Number of data sources \| item			15,000
FinaConnect, Inc.
Consideration transferred in acquisition
Cash consideration		$ 6,425
Cash acquired		(1)
Total		8,622
Contingent consideration liability		1,929											2,286
Estimated fair values of the assets acquired and liabilities assumed
Total tangible assets acquired		430
Total liabilities assumed		(400)
Identifiable intangible assets		3,800
Goodwill		4,792
Total net assets acquired		8,622
Acquisition related costs													116
Intangible assets
Intangible assets acquired, Amount		3,800
FinaConnect, Inc. \| Customer lists
Intangible assets
Intangible assets acquired, Amount		$ 2,800
Intangible assets acquired, Useful Life In Years		12 years
FinaConnect, Inc. \| Proprietary technology
Intangible assets
Intangible assets acquired, Amount		$ 900
Intangible assets acquired, Useful Life In Years		5 years
FinaConnect, Inc. \| Trade names and domains
Intangible assets
Intangible assets acquired, Amount		$ 100
Intangible assets acquired, Useful Life In Years		2 years
Wheelhouse Analytics, LLC
Consideration transferred in acquisition
Cash consideration	$ 13,299
Cash acquired	(80)
Total	16,798
Contingent consideration liability	2,582
Estimated fair values of the assets acquired and liabilities assumed
Total tangible assets acquired	399
Total liabilities assumed	(1,459)
Identifiable intangible assets	7,300
Goodwill	10,558
Total net assets acquired	16,798
Acquisition related costs													383
Intangible assets
Intangible assets acquired, Amount	7,300
Pro forma financial information
Revenue since acquisition													557
Net income (loss) since acquisition													799
Acquired intangible asset amortization													240
Wheelhouse Analytics, LLC \| Customer lists
Intangible assets
Intangible assets acquired, Amount	$ 4,100
Intangible assets acquired, Useful Life In Years	12 years
Wheelhouse Analytics, LLC \| Proprietary technology
Intangible assets
Intangible assets acquired, Amount	$ 3,000
Intangible assets acquired, Useful Life In Years	5 years
Wheelhouse Analytics, LLC \| Trade names and domains
Intangible assets
Intangible assets acquired, Amount	$ 200
Intangible assets acquired, Useful Life In Years	5 years
Castle Rock Innovations, Inc.
Consideration transferred in acquisition
Cash consideration					$ 6,190
Cash acquired					(320)
Total					7,370
Contingent consideration liability					1,500
Estimated fair values of the assets acquired and liabilities assumed
Total tangible assets acquired					255
Total liabilities assumed					(1,366)
Identifiable intangible assets					3,900
Goodwill					4,581
Total net assets acquired					7,370
Purchase accounting adjustment													(388)
Intangible assets
Intangible assets acquired, Amount					3,900
Pro forma financial information
Revenue since acquisition														1,011
Net income (loss) since acquisition														109
Acquired intangible asset amortization														178
Business acquisition costs													110	170
Castle Rock Innovations, Inc. \| Customer lists
Intangible assets
Intangible assets acquired, Amount					$ 3,000
Intangible assets acquired, Useful Life In Years					12 years
Castle Rock Innovations, Inc. \| Proprietary technology
Intangible assets
Intangible assets acquired, Amount					$ 800
Intangible assets acquired, Useful Life In Years					5 years
Castle Rock Innovations, Inc. \| Trade names and domains
Intangible assets
Intangible assets acquired, Amount					$ 100
Intangible assets acquired, Useful Life In Years					4 years
Placemark
Consideration transferred in acquisition
Cash consideration								$ 66,000
Cash acquired								(8,419)
Total								58,282
Estimated fair values of the assets acquired and liabilities assumed
Total tangible assets acquired								4,323
Total liabilities assumed								(3,118)
Identifiable intangible assets								30,000
Goodwill								27,077
Total net assets acquired								58,282
Purchase accounting adjustment														280
Intangible assets
Intangible assets acquired, Amount								30,000
Pro forma financial information
Revenue since acquisition											6,157
Net income (loss) since acquisition											209
Acquired intangible asset amortization											1,254
Placemark \| Customer lists
Intangible assets
Intangible assets acquired, Amount								$ 24,000
Intangible assets acquired, Useful Life In Years								11 years
Placemark \| Proprietary technology
Intangible assets
Intangible assets acquired, Amount								$ 5,000
Intangible assets acquired, Useful Life In Years								5 years
Placemark \| Trade names and domains
Intangible assets
Intangible assets acquired, Amount								$ 1,000
Intangible assets acquired, Useful Life In Years								5 years
Upside Holdings, Inc.
Consideration transferred in acquisition
Cash consideration							$ 2,040
Cash acquired							(14)
Total							2,641
Estimated fair values of the assets acquired and liabilities assumed
Total tangible assets acquired							88
Total liabilities assumed							(404)
Identifiable intangible assets							1,450
Goodwill							1,507
Total net assets acquired							2,641
Pro forma financial information
Business acquisition costs														230
Upside Holdings, Inc. \| Proprietary technology
Intangible assets
Intangible assets acquired, Amount							$ 1,450
Intangible assets acquired, Useful Life In Years							4 years
Finance Logix
Consideration transferred in acquisition
Cash consideration						$ 20,595
Stock consideration						8,930
Cash acquired						(909)
Total						31,616
Estimated fair values of the assets acquired and liabilities assumed
Total tangible assets acquired						952
Total liabilities assumed						(2,628)
Identifiable intangible assets						9,800
Goodwill						23,492
Total net assets acquired						$ 31,616
Pro forma financial information
Revenue since acquisition														1,892
Net income (loss) since acquisition														(999)
Acquired intangible asset amortization														974
Business acquisition costs													548	465
Klein
Consideration transferred in acquisition
Contingent consideration liability														2,160
Intangible assets
Intangible assets acquired, Amount										$ 2,900
Pro forma financial information
Revenue since acquisition												468
Net income (loss) since acquisition												(926)
Acquired intangible asset amortization												286
Accretion on contingent consideration												75		117
Klein \| Customer lists
Intangible assets
Intangible assets acquired, Amount										$ 2,200
Intangible assets acquired, Useful Life In Years										10 years
Klein \| Proprietary technology
Intangible assets
Intangible assets acquired, Amount										$ 700
Intangible assets acquired, Useful Life In Years										3 years
Klein \| ERS
Consideration transferred in acquisition
Cash consideration										$ 1,288
Total										5,588
Contingent consideration liability										2,800
Level 3 \| Castle Rock Innovations, Inc.
Consideration transferred in acquisition
Contingent consideration liability					$ 1,500
Envestnet
Estimated fair values of the assets acquired and liabilities assumed
Goodwill											$ 104,976	$ 104,976	163,751	135,224	$ 104,976
Envestnet \| Yodlee, Inc
Estimated fair values of the assets acquired and liabilities assumed
Purchase accounting adjustment			$ 24,613										24,613
Envestnet \| Castle Rock Innovations, Inc.
Estimated fair values of the assets acquired and liabilities assumed
Purchase accounting adjustment													$ (388)
Envestnet \| Placemark
Estimated fair values of the assets acquired and liabilities assumed
Purchase accounting adjustment														$ 280
ERS \| Castle Rock Innovations, Inc.
Business acquisitions
Equity value issued (in dollars per share) \| $ / shares																$ 6.5
ERS \| Klein
Consideration transferred in acquisition
Total									$ 1,500
Estimated fair values of the assets acquired and liabilities assumed
Total tangible assets acquired										53
Total liabilities assumed										(396)
Identifiable intangible assets										2,900
Goodwill										3,031
Total net assets acquired										$ 5,588