Quarterly report pursuant to Section 13 or 15(d)

Revenue and Direct Expense - Disaggregation (Details)

v3.23.3
Revenue and Direct Expense - Disaggregation (Details) - USD ($)
$ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2023
Sep. 30, 2022
Sep. 30, 2023
Sep. 30, 2022
Revenue:        
Total revenue $ 316,847 $ 306,695 $ 927,988 $ 946,910
United States        
Revenue:        
Total revenue 311,045 300,465 911,205 931,465
International        
Revenue:        
Total revenue 5,802 6,230 16,783 15,445
Total recurring revenue        
Revenue:        
Total revenue 308,840 300,878 903,572 928,421
Asset-based        
Revenue:        
Total revenue 193,901 177,131 556,595 571,820
Subscription-based        
Revenue:        
Total revenue 114,939 123,747 346,977 356,601
Professional services and other revenue        
Revenue:        
Total revenue 8,007 5,817 24,416 18,489
Envestnet Wealth Solutions        
Revenue:        
Total revenue 275,027 257,335 803,268 802,903
Envestnet Wealth Solutions | Total recurring revenue        
Revenue:        
Total revenue 270,714 253,106 785,402 789,900
Envestnet Wealth Solutions | Asset-based        
Revenue:        
Total revenue 193,901 177,131 556,595 571,820
Envestnet Wealth Solutions | Subscription-based        
Revenue:        
Total revenue 76,813 75,975 228,807 218,080
Envestnet Wealth Solutions | Professional services and other revenue        
Revenue:        
Total revenue 4,313 4,229 17,866 13,003
Envestnet Data & Analytics        
Revenue:        
Total revenue 41,820 49,360 124,720 144,007
Envestnet Data & Analytics | Total recurring revenue        
Revenue:        
Total revenue 38,126 47,772 118,170 138,521
Envestnet Data & Analytics | Asset-based        
Revenue:        
Total revenue 0 0 0 0
Envestnet Data & Analytics | Subscription-based        
Revenue:        
Total revenue 38,126 47,772 118,170 138,521
Envestnet Data & Analytics | Professional services and other revenue        
Revenue:        
Total revenue $ 3,694 $ 1,588 $ 6,550 $ 5,486