Quarterly report pursuant to Section 13 or 15(d)

Revenue and Direct Expense - Disaggregation (Details)

v3.24.2.u1
Revenue and Direct Expense - Disaggregation (Details) - USD ($)
$ in Thousands
 3 Months Ended 6 Months Ended
Jun. 30, 2024
Jun. 30, 2023
Jun. 30, 2024
Jun. 30, 2023
Revenue:        
Total revenue $ 348,273 $ 312,434 $ 673,223 $ 611,141
United States        
Revenue:        
Total revenue 342,749 306,946 662,320 600,160
International        
Revenue:        
Total revenue 5,524 5,488 10,903 10,981
Total recurring revenue        
Revenue:        
Total revenue 337,473 300,721 657,551 594,732
Asset-based        
Revenue:        
Total revenue 219,485 185,762 422,101 362,694
Subscription-based        
Revenue:        
Total revenue 117,988 114,959 235,450 232,038
Professional services and other revenue        
Revenue:        
Total revenue 10,800 11,713 15,672 16,409
Envestnet Wealth Solutions        
Revenue:        
Total revenue 312,108 275,824 601,918 536,473
Envestnet Wealth Solutions | Total recurring revenue        
Revenue:        
Total revenue 304,219 265,506 591,003 522,908
Envestnet Wealth Solutions | Asset-based        
Revenue:        
Total revenue 219,485 185,762 422,101 362,694
Envestnet Wealth Solutions | Subscription-based        
Revenue:        
Total revenue 84,734 79,744 168,902 160,214
Envestnet Wealth Solutions | Professional services and other revenue        
Revenue:        
Total revenue 7,889 10,318 10,915 13,565
Envestnet Data & Analytics        
Revenue:        
Total revenue 36,165 36,610 71,305 74,668
Envestnet Data & Analytics | Total recurring revenue        
Revenue:        
Total revenue 33,254 35,215 66,548 71,824
Envestnet Data & Analytics | Asset-based        
Revenue:        
Total revenue 0 0 0 0
Envestnet Data & Analytics | Subscription-based        
Revenue:        
Total revenue 33,254 35,215 66,548 71,824
Envestnet Data & Analytics | Professional services and other revenue        
Revenue:        
Total revenue $ 2,911 $ 1,395 $ 4,757 $ 2,844