Information Technology [ 2/12 ] | Software [ 5/74 ]
NYSE | Common Stock
Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally.
It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics.
The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry.
This segment also provides Envestnet | Workplace Solutions which offers a suite of services for advisor-sold retirement plans; Envestnet | PMC that offer research and consulting services to assist advisors in creating investment solutions, and portfolio overlay and tax optimization services; and Envestnet | Billing Solutions which provides revenue management and hosted fee-billing solutions.
The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, analytics, and digital experiences platform that provides clients and their account holders with data connectivity via open APIs, data enrichment, AI-based analytics, and digital experiences.
It serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, financial technology innovators, financial advisory firms, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers.
The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania.
As of November 25, 2024, Envestnet, Inc. was taken private.
Reported date | EPSChange YoY | EstimateSurprise |
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Nov 7, 24 | 0.70 Increased by +25.00% | 0.69 Increased by +1.45% |
Aug 9, 24 | 0.55 Increased by +19.57% | 0.62 Decreased by -11.29% |
May 7, 24 | 0.60 Increased by +30.43% | 0.55 Increased by +9.09% |
Feb 22, 24 | 0.65 Increased by +44.44% | 0.53 Increased by +22.64% |
Nov 8, 23 | 0.56 Increased by +24.44% | 0.54 Increased by +3.70% |
Aug 3, 23 | 0.46 Decreased by -6.12% | 0.46 |
May 4, 23 | 0.46 Decreased by -2.13% | 0.44 Increased by +4.55% |
Feb 23, 23 | 0.45 Decreased by -10.00% | 0.44 Increased by +2.27% |
Fiscal ending date | RevenueChange YoY | IncomeChange YoY | ProfitChange YoY |
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Sep 30, 24 | 345.95 M Increased by +9.18% | -1.66 M Decreased by -123.42% | Decreased by -0.48% Decreased by -121.45% |
Jun 30, 24 | 348.27 M Increased by +11.47% | -79.20 M Decreased by -269.82% | Decreased by -22.74% Decreased by -231.77% |
Mar 31, 24 | 324.95 M Increased by +8.79% | 2.51 M Increased by +106.10% | Increased by +0.77% Increased by +105.60% |
Dec 31, 23 | 317.63 M Increased by +8.45% | -183.17 B Decreased by -483.95 K% | Decreased by -57.67 K% Decreased by -446.22 K% |
Sep 30, 23 | 316.85 M Increased by +3.31% | 7.09 M Increased by +181.85% | Increased by +2.24% Increased by +179.23% |
Jun 30, 23 | 312.43 M Decreased by -2.01% | -21.42 M Increased by +11.75% | Decreased by -6.85% Increased by +9.94% |
Mar 31, 23 | 298.71 M Decreased by -7.05% | -41.23 M Decreased by -180.31% | Decreased by -13.80% Decreased by -201.57% |
Dec 31, 22 | 292.87 M Decreased by -8.37% | -37.84 M Decreased by -640.67% | Decreased by -12.92% Decreased by -708.32% |