Stock ENV ENVESTNET, INC.
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Company Envestnet, Inc.

Equities

ENV

US29404K1060

Software

Market Closed - Nyse
Other stock markets
 01:30:02 04/05/2024 am IST 		5-day change 1st Jan Change
62.96 USD -0.68% Intraday chart for Envestnet, Inc. +1.30% +27.14%
17/04 Global markets live: LVMH, ASML, Rio Tinto, Eli Lilly, Tesla... Our Logo
17/04 The market is pinning its hopes on earnings reports Our Logo

Business Summary

Envestnet, Inc. is a provider of intelligent systems for wealth management and financial wellness. Its segments include Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software, services and solutions to empower financial advisors and institutions to enable them to deliver holistic advice to their clients. Envestnet Wealth Solutions offers products and services, including Envestnet Enterprise; Envestnet Wealth Analytics; Envestnet Tamarac; Envestnet MoneyGuide; Envestnet Workplace Solutions; Envestnet PMC, or Portfolio Management Consultants, and Envestnet Billing Solutions (Redi2). Envestnet Data & Analytics segment offers data aggregation, analytics and digital experiences platforms. Envestnet Data & Analytics provides clients and their account holders with data connectivity via open application programming interface, data enrichment, artificial intelligence-based analytics and digital experiences.

Number of employees: 3,085

Sales per Business

USD in Million2022Weight2023Weight Delta
Envestnet Wealth Solutions
87.9 %
1,050 84.7 % 1,095 87.9 % +4.28%
Envestnet Data & Analytics
12.1 %
190 15.3 % 151 12.1 % -20.57%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
98.2 %
1,218 98.3 % 1,223 98.2 % +0.41%
International
1.8 %
22 1.7 % 22 1.8 % +3.92%

Managers

Managers TitleAgeSince
James Winfield Lumberg FOU
 Founder 58 01/99/01
Brandon Rockwell Thomas FOU
 Founder 60 01/99/01
James Fox CEO
 Chief Executive Officer 72 04/15/04
Joshua Warren DFI
 Director of Finance/CFO - 15/11
Debra DeVoe CMP
 Compliance Officer - -
Robert Coppola CTO
 Chief Tech/Sci/R&D Officer 53 30/21/30
Joshua David Mayer COO
 Chief Operating Officer 50 01/04/01
Dana Marie D'Auria CIO
 Chief Investment Officer - 29/20/29
Brian Stuart Shipman IRC
 Investor Relations Contact - 01/21/01
Neel Ray PRN
 Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
James Fox CEO
 Chief Executive Officer 72 04/15/04
Gayle Crowell BRD
 Director/Board Member 73 29/16/29
Wendy Lane BRD
 Director/Board Member 72 27/23/27
Gregory Smith BRD
 Director/Board Member 60 04/15/04
Barbara Turner BRD
 Director/Board Member - 22/23/22
Valerie Mosley BRD
 Director/Board Member 64 25/18/25
Luis Aguilar BRD
 Director/Board Member 70 29/16/29
Lauren Wolfe
- -

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 71,376,717 54,376,441 ( 76.18 %) 16,356,139 ( 22.92 %) 76.18 %

Shareholders

NameEquities%Valuation
BlackRock Advisors LLC
13.77 %
7,544,446 13.77 % 437 M $
Vanguard Fiduciary Trust Co.
10.98 %
6,015,454 10.98 % 348 M $
Impactive Capital LP
7.645 %
4,188,871 7.645 % 243 M $
Impactive Capital LP
7.576 %
4,151,033 7.576 % 240 M $
Eaton Vance Management
6.002 %
3,288,558 6.002 % 190 M $
Janus Henderson Investors US LLC
4.367 %
2,392,457 4.367 % 139 M $
JPMorgan Investment Management, Inc.
4.194 %
2,297,894 4.194 % 133 M $
Van Berkom & Associates, Inc.
3.973 %
2,176,818 3.973 % 126 M $
STATE STREET CORPORATION
3.508 %
1,922,158 3.508 % 111 M $
HSBC Bank Plc
3.331 %
1,824,997 3.331 % 106 M $

Company contact information

Envestnet, Inc.

1000 Chesterbrook Boulevard Suite 250

60601, Berwyn

+312 827 2800

http://www.envestnet.com
address Envestnet, Inc.(ENV)

Group companies

NameCategory and Sector
YODLEE INC
Data Processing Services

Sector

Technology
Software & IT Services
Software & IT Services
Software
Enterprise Software

Sales per Business

Sales per region

Ratings for Envestnet, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
10
Last Close Price
62.96 USD
Average target price
61.13 USD
Spread / Average Target
-2.90%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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