Quarterly report pursuant to Section 13 or 15(d)

Revenue and Direct Expense - Disaggregation (Details)

v3.24.1.u1
Revenue and Direct Expense - Disaggregation (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2024
Mar. 31, 2023
Revenue:    
Total revenue $ 324,950 $ 298,707
United States    
Revenue:    
Total revenue 319,571 293,214
International    
Revenue:    
Total revenue 5,379 5,493
Total recurring revenue    
Revenue:    
Total revenue 320,078 294,011
Asset-based    
Revenue:    
Total revenue 202,616 176,932
Subscription-based    
Revenue:    
Total revenue 117,462 117,079
Professional services and other revenue    
Revenue:    
Total revenue 4,872 4,696
Envestnet Wealth Solutions    
Revenue:    
Total revenue 289,810 260,649
Envestnet Wealth Solutions | Total recurring revenue    
Revenue:    
Total revenue 286,784 257,402
Envestnet Wealth Solutions | Asset-based    
Revenue:    
Total revenue 202,616 176,932
Envestnet Wealth Solutions | Subscription-based    
Revenue:    
Total revenue 84,168 80,470
Envestnet Wealth Solutions | Professional services and other revenue    
Revenue:    
Total revenue 3,026 3,247
Envestnet Data & Analytics    
Revenue:    
Total revenue 35,140 38,058
Envestnet Data & Analytics | Total recurring revenue    
Revenue:    
Total revenue 33,294 36,609
Envestnet Data & Analytics | Asset-based    
Revenue:    
Total revenue 0 0
Envestnet Data & Analytics | Subscription-based    
Revenue:    
Total revenue 33,294 36,609
Envestnet Data & Analytics | Professional services and other revenue    
Revenue:    
Total revenue $ 1,846 $ 1,449