Annual report pursuant to Section 13 and 15(d)

Segment Information (Details)

v3.8.0.1
Segment Information (Details)
$ in Thousands
3 Months Ended 12 Months Ended
Dec. 31, 2017
USD ($)
Sep. 30, 2017
USD ($)
Jun. 30, 2017
USD ($)
Mar. 31, 2017
USD ($)
Dec. 31, 2016
USD ($)
Sep. 30, 2016
USD ($)
Jun. 30, 2016
USD ($)
Mar. 31, 2016
USD ($)
Dec. 31, 2017
USD ($)
customer
Dec. 31, 2016
USD ($)
customer
Dec. 31, 2015
USD ($)
customer
Segment Information                      
Assets under management or administration                 $ 410,016 $ 352,498 $ 333,684
Subscription and licensing                 245,867 198,125 75,280
Professional services and other                 27,796 27,541 11,955
Revenues $ 182,862 $ 175,614 $ 167,417 $ 157,786 $ 155,480 $ 149,155 $ 141,708 $ 131,821 $ 683,679 $ 578,164 $ 420,919
Fidelity revenue as a percentage of Envestnet segment revenue                 22.00% 19.00% 18.00%
Income (loss) from operations 12,683 4,348 2,743 (3,354) (3,063) (1,291) (6,330) (12,760) $ 16,420 $ (23,444) $ 18,992
Operating expenses                 (667,259) (601,608) (401,927)
Interest expense, net                 (16,146) (16,563) (9,933)
Other expense, net                 (1,963) (483) (71)
Income (loss) before income tax provision                 (1,689) (40,490) 8,988
Income tax provision                 1,591 15,077 4,552
Net income (loss)                 (3,280) (55,567) 4,436
Net income (loss) attributable to Envestnet, Inc 17,645 $ (1,320) $ (6,470) $ (13,135) (32,574) $ (4,057) $ (7,943) $ (10,993) (3,280) (55,567) 4,436
Assets 862,052       872,401       862,052 872,401  
Depreciation and amortization                 62,820 63,999 27,962
Capital expenditures                 27,569 22,576 14,716
Operating Segments                      
Segment Information                      
Income (loss) from operations                 55,993 3,131 40,294
Segment Reconciling                      
Segment Information                      
Operating expenses                 (39,573) (26,575) (21,302)
Intersegment Eliminations                      
Segment Information                      
Revenues                 0    
Envestnet                      
Segment Information                      
Assets under management or administration                 410,016 352,498 333,684
Subscription and licensing                 106,048 84,340 63,719
Professional services and other                 11,841 10,794 9,435
Revenues                 527,905 447,632 406,838
Assets 353,048       341,602       353,048 341,602  
Depreciation and amortization                 26,223 24,784 23,369
Capital expenditures                 22,434 17,120 13,682
Envestnet | Operating Segments                      
Segment Information                      
Income (loss) from operations                 75,449 41,678 43,278
Envestnet | Yodlee                      
Segment Information                      
Subscription and licensing                 139,819 113,785 11,561
Professional services and other                 15,955 16,747 2,520
Revenues                 155,774 130,532 14,081
Assets $ 509,004       $ 530,799       509,004 530,799  
Depreciation and amortization                 36,597 39,215 4,593
Capital expenditures                 5,135 5,456 1,034
Envestnet | Yodlee | Operating Segments                      
Segment Information                      
Income (loss) from operations                 $ 19,456 $ 38,547 $ 2,984
Revenues | Customer concentration risk | Fidelity                      
Segment Information                      
Number of customers accounted for as major customer | customer                 1 1 1
Fidelity revenue as a percentage of Envestnet segment revenue                 17.00% 15.00% 18.00%