Quarterly report pursuant to Section 13 or 15(d)

Business Acquisitions (Details)

v3.5.0.2
Business Acquisitions (Details)
$ / shares in Units, $ in Thousands
3 Months Ended 5 Months Ended 7 Months Ended 9 Months Ended 10 Months Ended 12 Months Ended
Feb. 01, 2016
USD ($)
Nov. 19, 2015
USD ($)
item
$ / shares
shares
Sep. 01, 2015
USD ($)
Aug. 30, 2015
USD ($)
Sep. 30, 2016
USD ($)
shares
Sep. 30, 2015
USD ($)
$ / shares
Jun. 30, 2016
USD ($)
Jun. 30, 2016
USD ($)
Sep. 30, 2016
USD ($)
shares
Sep. 30, 2015
USD ($)
$ / shares
Jun. 30, 2016
USD ($)
Dec. 31, 2015
USD ($)
Consideration transferred in acquisition                        
Issuance of redeemable units in ERS                   $ 900    
Envestnet common stock per acquiree share (in shares) | shares   0.1889                    
Acquisition of businesses, net of cash acquired                 $ 18,394 27,332    
Share-based compensation         $ 7,554 $ 3,408     25,872 10,157    
Estimated fair values of the assets acquired and liabilities assumed                        
Goodwill         $ 422,565       $ 422,565     $ 421,273
Intangible assets                        
Maximum number of stock options and restricted stock available for future issuance | shares         1,311,693       1,311,693      
Fair market value adjustment on contingent consideration                 $ 838 (3,791)    
Contingent consideration issued in a business acquisition         $ 1,929 2,363     1,929 2,363    
Pro forma financial information                        
Accretion on contingent consideration                 143 794    
Acquired intangible asset amortization         12,035 3,508     36,156 10,201    
Revenues           132,389       384,154    
Net loss           $ (6,505)       $ (21,587)    
Basic (in dollars per share) | $ / shares           $ (0.15)       $ (0.51)    
Diluted (in dollars per share) | $ / shares           $ (0.15)       $ (0.51)    
FinaConnect, Inc.                        
Acquisitions                        
Upfront cash consideration paid $ 6,425                      
Multiplier for contingent consideration based on acquiree's incremental revenue 4                      
Contingent consideration period 2 years                      
Contingent consideration, maximum $ 3,500                      
Consideration transferred in acquisition                        
Cash consideration 6,425                      
Contingent consideration liability 1,929                      
Working capital adjustment 269                      
Cash acquired (1)                      
Total 8,622                      
Estimated fair values of the assets acquired and liabilities assumed                        
Total tangible assets acquired 136       283       283      
Total liabilities assumed (556)       (473)       (473)      
Identifiable intangible assets 5,425       5,425       5,425      
Goodwill 3,617       3,387       3,387      
Total net assets acquired 8,622       8,622       8,622      
Measurement period adjustments, total tangible assets acquired             $ 147          
Measurement period adjustments, total liabilities assumed             83          
Measurement period adjustments, goodwill             $ (230)          
Intangible assets                        
Intangible assets acquired, Amount 5,425                      
Contingent consideration, maximum $ 3,500                      
Contingent consideration period 2 years                      
FinaConnect, Inc. | Customer lists                        
Intangible assets                        
Intangible assets acquired, Amount $ 4,300                      
Intangible assets acquired, Useful Life In Years 12 years                      
FinaConnect, Inc. | Proprietary technologies                        
Intangible assets                        
Intangible assets acquired, Amount $ 800                      
Intangible assets acquired, Useful Life In Years 5 years                      
FinaConnect, Inc. | Trade names and domains                        
Intangible assets                        
Intangible assets acquired, Amount $ 325                      
Intangible assets acquired, Useful Life In Years 2 years                      
Castle Rock Innovations, Inc.                        
Consideration transferred in acquisition                        
Cash consideration       $ 6,190                
Contingent consideration liability       1,500                
Cash acquired       (320)                
Total       7,370                
Acquisition related costs         25              
Estimated fair values of the assets acquired and liabilities assumed                        
Total tangible assets acquired       255 143       143      
Total liabilities assumed       (1,305) (1,305)       (1,305)      
Identifiable intangible assets       3,400 3,900       3,900      
Goodwill       5,020 4,632       4,632      
Total net assets acquired       7,370 7,370       7,370      
Measurement period adjustments, total tangible assets acquired                     $ (112)  
Measurement period adjustments, identifiable intangible assets                     500  
Measurement period adjustments, goodwill                     $ (388)  
Intangible assets                        
Intangible assets acquired, Amount       3,900                
Castle Rock Innovations, Inc. | Customer lists                        
Intangible assets                        
Intangible assets acquired, Amount       $ 3,000                
Intangible assets acquired, Useful Life In Years       12 years                
Castle Rock Innovations, Inc. | Proprietary technologies                        
Intangible assets                        
Intangible assets acquired, Amount       $ 800                
Intangible assets acquired, Useful Life In Years       5 years                
Castle Rock Innovations, Inc. | Trade names and domains                        
Intangible assets                        
Intangible assets acquired, Amount       $ 100                
Intangible assets acquired, Useful Life In Years       4 years                
Yodlee, Inc                        
Consideration transferred in acquisition                        
Cash consideration   $ 375,658                    
Stock consideration   186,522                    
Purchase consideration liability                       10,061
Attribution of the fair market value of replacement award   4,318                    
Cash acquired   (63,234)                    
Total   $ 503,264                    
Promissory note                       $ 10,061
Equity value issued (in dollars per share) | $ / shares   $ 17.49                    
Cash value issued (in dollars per share) | $ / shares   $ 11.51                    
Number of full trading days on which weighted average of sales price per share is determined   10 days                    
Acquisition of businesses, net of cash acquired   $ 375,658                    
Consideration issued (in shares) | shares   5,974,000                    
Exercised statutory appraisal rights (in shares) | shares   577,829                    
Granted (in shares) | shares   1,052,000                    
Acquisition related costs         214       1,788      
Estimated fair values of the assets acquired and liabilities assumed                        
Total tangible assets acquired   $ 33,815     36,614       36,614      
Total liabilities assumed   (55,240)     (55,240)       (55,240)      
Identifiable intangible assets   237,000     237,000       237,000      
Goodwill   286,049     284,890       284,890      
Total net assets acquired   501,624     503,264       503,264      
Measurement period adjustments, total tangible assets acquired               $ 2,799        
Measurement period adjustments, goodwill               (1,159)        
Measurement period adjustments, Total net assets acquired               $ 1,640        
Intangible assets                        
Intangible assets acquired, Amount   237,000                    
Pro forma financial information                        
Revenue since acquisition         34,644       94,267      
Net income (loss) since acquisition         (8,416)       (33,728)      
Acquired intangible asset amortization         $ 8,571       25,712      
Yodlee, Inc | Replacement Awards                        
Consideration transferred in acquisition                        
Stock consideration   32,836                    
Attribution of the fair market value of replacement award   4,318                    
Unrecognized compensation expense related to unvested restricted stock   $ 28,518                    
Unrecognized compensation expense weighted-average recognition period   43 months                    
Yodlee, Inc | Customer lists                        
Intangible assets                        
Intangible assets acquired, Amount   $ 178,000                    
Intangible assets acquired, Useful Life In Years   12 years                    
Yodlee, Inc | Backlog                        
Intangible assets                        
Intangible assets acquired, Amount   $ 11,000                    
Intangible assets acquired, Useful Life In Years   4 years                    
Yodlee, Inc | Proprietary technologies                        
Intangible assets                        
Intangible assets acquired, Amount   $ 35,000                    
Intangible assets acquired, Useful Life In Years   5 years                    
Yodlee, Inc | Trade names and domains                        
Intangible assets                        
Intangible assets acquired, Amount   $ 13,000                    
Intangible assets acquired, Useful Life In Years   6 years                    
Yodlee, Inc | Minimum                        
Consideration transferred in acquisition                        
Number of paid subscribers | item   22,000,000                    
Number of serviced financial institutions | item   1,000                    
Number of data sources | item   15,500                    
Number of patents awarded | item   78                    
Castle Rock Parties                        
Consideration transferred in acquisition                        
Acquisition related costs                 $ 110      
Castle Rock Parties | ERS                        
Consideration transferred in acquisition                        
Noncontrolling owner's ownership (as a percent)     6.50%                  
Issuance of redeemable units in ERS     $ 900                  
Period to repurchase issued units in the subscription agreement     36 months                  
One | Castle Rock Innovations, Inc.                        
Consideration transferred in acquisition                        
Annual revenue target for contingent consideration (as a percent)       40.00%                
Revenue target for contingent consideration adjustment       $ 100                
Two | Castle Rock Innovations, Inc.                        
Consideration transferred in acquisition                        
Annual revenue target for contingent consideration (as a percent)       35.00%                
Revenue target for contingent consideration adjustment       $ 100                
Three | Castle Rock Innovations, Inc.                        
Consideration transferred in acquisition                        
Annual revenue target for contingent consideration (as a percent)       30.00%                
Revenue target for contingent consideration adjustment       $ 100