Quarterly report pursuant to Section 13 or 15(d)

Revenue and Direct Expense - Disaggregation (Details)

v3.23.2
Revenue and Direct Expense - Disaggregation (Details) - USD ($)
$ in Thousands
 3 Months Ended 6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Revenue:        
Total revenue $ 312,434 $ 318,852 $ 611,141 $ 640,215
UNITED STATES        
Revenue:        
Total revenue 306,946 314,271 600,160 631,000
International        
Revenue:        
Total revenue 5,488 4,581 10,981 9,215
Total recurring revenue        
Revenue:        
Total revenue 300,721 310,092 594,732 627,543
Asset-based        
Revenue:        
Total revenue 185,762 191,972 362,694 394,689
Subscription-based        
Revenue:        
Total revenue 114,959 118,120 232,038 232,854
Professional services and other revenue        
Revenue:        
Total revenue 11,713 8,760 16,409 12,672
Envestnet Wealth Solutions        
Revenue:        
Total revenue 271,581 272,000 528,241 545,568
Envestnet Wealth Solutions | Total recurring revenue        
Revenue:        
Total revenue 261,271 265,540 514,688 536,794
Envestnet Wealth Solutions | Asset-based        
Revenue:        
Total revenue 185,762 191,972 362,694 394,689
Envestnet Wealth Solutions | Subscription-based        
Revenue:        
Total revenue 75,509 73,568 151,994 142,105
Envestnet Wealth Solutions | Professional services and other revenue        
Revenue:        
Total revenue 10,310 6,460 13,553 8,774
Envestnet Data & Analytics        
Revenue:        
Total revenue 40,853 46,852 82,900 94,647
Envestnet Data & Analytics | Total recurring revenue        
Revenue:        
Total revenue 39,450 44,552 80,044 90,749
Envestnet Data & Analytics | Asset-based        
Revenue:        
Total revenue 0 0 0 0
Envestnet Data & Analytics | Subscription-based        
Revenue:        
Total revenue 39,450 44,552 80,044 90,749
Envestnet Data & Analytics | Professional services and other revenue        
Revenue:        
Total revenue $ 1,403 $ 2,300 $ 2,856 $ 3,898