Annual report pursuant to Section 13 and 15(d)

Segment Information (Details)

v3.10.0.1
Segment Information (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Dec. 31, 2018
Sep. 30, 2018
Jun. 30, 2018
Mar. 31, 2018
Dec. 31, 2017
Sep. 30, 2017
Jun. 30, 2017
Mar. 31, 2017
Dec. 31, 2018
Dec. 31, 2017
Dec. 31, 2016
Segment Information                      
Total revenues $ 210,080 $ 203,156 $ 201,116 $ 198,011 $ 182,862 $ 175,614 $ 167,417 $ 157,786 $ 812,363 $ 683,679 $ 578,164
Income (loss) from operations 11,503 3,395 5 (738) 12,683 4,348 2,743 (3,354) 14,165 16,420 (23,444)
Operating expenses                 (798,198) (667,259) (601,608)
Interest expense, net                 (22,840) (16,146) (16,563)
Other expense, net                 (487) (1,963) (483)
Loss before income tax provision (benefit)                 (9,162) (1,689) (40,490)
Income tax provision                 (13,172) 1,591 15,077
Net income (loss)                 4,010 (3,280) (55,567)
Add: Net loss attributable to non-controlling interest                 1,745 0 0
Net income (loss) attributable to Envestnet, Inc. 223 $ 2,954 $ (5,526) $ 8,104 17,645 $ (1,320) $ (6,470) $ (13,135) 5,755 (3,280) (55,567)
Assets 1,313,747       862,052       1,313,747 862,052  
Depreciation and amortization                 77,626 62,820 63,999
Capital expenditures                 44,592 27,569 22,576
Operating Segments                      
Segment Information                      
Income (loss) from operations                 65,478 55,993 3,131
Segment Reconciling                      
Segment Information                      
Operating expenses                 (51,313) (39,573) (26,575)
Envestnet                      
Segment Information                      
Total revenues                 632,605 527,905 447,632
Assets 810,971       353,048       810,971 353,048  
Depreciation and amortization                 45,139 26,223 24,784
Capital expenditures                 36,406 22,434 17,120
Envestnet | Operating Segments                      
Segment Information                      
Income (loss) from operations                 75,491 75,449 41,678
Envestnet - Yodlee                      
Segment Information                      
Total revenues                 179,758 155,774 130,532
Assets $ 502,776       $ 509,004       502,776 509,004  
Depreciation and amortization                 32,487 36,597 39,215
Capital expenditures                 8,186 5,135 5,456
Envestnet - Yodlee | Operating Segments                      
Segment Information                      
Income (loss) from operations                 $ (10,013) $ (19,456) $ (38,547)
Revenues | Customer concentration risk | Fidelity                      
Segment Information                      
Fidelity revenue as a percentage of Envestnet segment revenue                 17.00% 17.00% 15.00%
Revenues | Envestnet | Customer concentration risk | Fidelity                      
Segment Information                      
Fidelity revenue as a percentage of Envestnet segment revenue                 21.00% 22.00% 19.00%
Asset-based                      
Segment Information                      
Total revenues                 $ 481,233 $ 410,016 $ 352,498
Asset-based | Envestnet                      
Segment Information                      
Total revenues                 481,233 410,016 352,498
Asset-based | Envestnet - Yodlee                      
Segment Information                      
Total revenues                 0 0 0
Subscription-based                      
Segment Information                      
Total revenues                 295,467 245,867 198,125
Subscription-based | Envestnet                      
Segment Information                      
Total revenues                 138,372 106,048 84,340
Subscription-based | Envestnet - Yodlee                      
Segment Information                      
Total revenues                 157,095 139,819 113,785
Recurring Revenue                      
Segment Information                      
Total revenues                 776,700 655,883 550,623
Recurring Revenue | Envestnet                      
Segment Information                      
Total revenues                 619,605 516,064 436,838
Recurring Revenue | Envestnet - Yodlee                      
Segment Information                      
Total revenues                 157,095 139,819 113,785
Professional services and other revenues                      
Segment Information                      
Total revenues                 35,663 27,796 27,541
Professional services and other revenues | Envestnet                      
Segment Information                      
Total revenues                 13,000 11,841 10,794
Professional services and other revenues | Envestnet - Yodlee                      
Segment Information                      
Total revenues                 $ 22,663 $ 15,955 $ 16,747