Quarterly report pursuant to Section 13 or 15(d)

Revenue and Direct Expense - Disaggregation (Details)

v3.24.3
Revenue and Direct Expense - Disaggregation (Details) - USD ($)
$ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2024
Sep. 30, 2023
Sep. 30, 2024
Sep. 30, 2023
Revenue:        
Total revenue $ 345,949 $ 316,847 $ 1,019,172 $ 927,988
United States        
Revenue:        
Total revenue 339,415 311,045 1,001,735 911,205
International        
Revenue:        
Total revenue 6,534 5,802 17,437 16,783
Total recurring revenue        
Revenue:        
Total revenue 340,382 308,840 997,933 903,572
Asset-based        
Revenue:        
Total revenue 224,980 193,901 647,081 556,595
Subscription-based        
Revenue:        
Total revenue 115,402 114,939 350,852 346,977
Professional services and other revenue        
Revenue:        
Total revenue 5,567 8,007 21,239 24,416
Envestnet Wealth Solutions        
Revenue:        
Total revenue 311,523 279,243 913,441 815,716
Envestnet Wealth Solutions | Total recurring revenue        
Revenue:        
Total revenue 307,697 274,901 898,700 797,809
Envestnet Wealth Solutions | Asset-based        
Revenue:        
Total revenue 224,980 193,901 647,081 556,595
Envestnet Wealth Solutions | Subscription-based        
Revenue:        
Total revenue 82,717 81,000 251,619 241,214
Envestnet Wealth Solutions | Professional services and other revenue        
Revenue:        
Total revenue 3,826 4,342 14,741 17,907
Envestnet Data & Analytics        
Revenue:        
Total revenue 34,426 37,604 105,731 112,272
Envestnet Data & Analytics | Total recurring revenue        
Revenue:        
Total revenue 32,685 33,939 99,233 105,763
Envestnet Data & Analytics | Asset-based        
Revenue:        
Total revenue 0 0 0 0
Envestnet Data & Analytics | Subscription-based        
Revenue:        
Total revenue 32,685 33,939 99,233 105,763
Envestnet Data & Analytics | Professional services and other revenue        
Revenue:        
Total revenue $ 1,741 $ 3,665 $ 6,498 $ 6,509