Quarterly report pursuant to Section 13 or 15(d)

Accrued Expenses and Other Liabilities - Restructuring and Related Costs (Details)

v3.23.3
Accrued Expenses and Other Liabilities - Restructuring and Related Costs (Details) - USD ($)
$ in Thousands
 3 Months Ended 9 Months Ended 12 Months Ended
Dec. 31, 2023
Sep. 30, 2023
Sep. 30, 2023
Dec. 31, 2024
Restructuring Reserve [Roll Forward]        
Beginning balance $ 13,443   $ 15,368  
Severance expense   $ 11,500 25,904  
Cash payments     (27,829)  
Ending balance   13,443 13,443  
Forecast        
Restructuring Reserve [Roll Forward]        
Cash payments (10,100)     $ (2,700)
Operating Segments | Envestnet Wealth Solutions        
Restructuring Reserve [Roll Forward]        
Beginning balance 7,690   11,929  
Severance expense     9,931  
Cash payments     (14,170)  
Ending balance   7,690 7,690  
Operating Segments | Envestnet Data & Analytics        
Restructuring Reserve [Roll Forward]        
Beginning balance 5,753   3,439  
Severance expense     11,849  
Cash payments     (9,535)  
Ending balance   5,753 5,753  
Nonsegment        
Restructuring Reserve [Roll Forward]        
Beginning balance $ 0   0  
Severance expense     4,124  
Cash payments     (4,124)  
Ending balance   $ 0 $ 0