Quarterly report pursuant to Section 13 or 15(d)

Revenue and Direct Expense - Disaggregation (Details)

v3.23.1
Revenue and Direct Expense - Disaggregation (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2023
Mar. 31, 2022
Revenue:    
Total revenue $ 298,707 $ 321,363
UNITED STATES    
Revenue:    
Total revenue 293,214 316,729
International    
Revenue:    
Total revenue 5,493 4,634
Total recurring revenue    
Revenue:    
Total revenue 294,011 317,451
Asset-based    
Revenue:    
Total revenue 176,932 202,717
Subscription-based    
Revenue:    
Total revenue 117,079 114,734
Professional services and other revenue    
Revenue:    
Total revenue 4,696 3,912
Envestnet Wealth Solutions    
Revenue:    
Total revenue 256,660 273,568
Envestnet Wealth Solutions | Total recurring revenue    
Revenue:    
Total revenue 253,417 271,254
Envestnet Wealth Solutions | Asset-based    
Revenue:    
Total revenue 176,932 202,717
Envestnet Wealth Solutions | Subscription-based    
Revenue:    
Total revenue 76,485 68,537
Envestnet Wealth Solutions | Professional services and other revenue    
Revenue:    
Total revenue 3,243 2,314
Envestnet Data & Analytics    
Revenue:    
Total revenue 42,047 47,795
Envestnet Data & Analytics | Total recurring revenue    
Revenue:    
Total revenue 40,594 46,197
Envestnet Data & Analytics | Asset-based    
Revenue:    
Total revenue 0 0
Envestnet Data & Analytics | Subscription-based    
Revenue:    
Total revenue 40,594 46,197
Envestnet Data & Analytics | Professional services and other revenue    
Revenue:    
Total revenue $ 1,453 $ 1,598