Envestnet, Inc. (ENV)
| Market Cap | 3.49B |
| Revenue (ttm) | 1.34B +9.5% |
| Net Income | -261.52M |
| EPS | -4.76 |
| Shares Out | 55.35M |
| PE Ratio | n/a |
| Forward PE | 21.55 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 5,144,807 |
| Open | 63.14 |
| Previous Close | 63.09 |
| Day's Range | 63.13 - 63.16 |
| 52-Week Range | 36.43 - 73.04 |
| Beta | 1.25 |
| Analysts | n/a |
| Price Target | n/a |
| Earnings Date | Nov 7, 2024 |
About ENV
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 | Ta... [Read more]
Financial Performance
In 2023, Envestnet's revenue was $1.25 billion, an increase of 0.47% compared to the previous year's $1.24 billion. Losses were -$238.72 million, 194.9% more than in 2022.
Financial StatementsNews
NewEdge Capital Group Expands Envestnet Partnership to Incorporate Structured Note Strategies Within Unified Managed Accounts
NEW YORK--(BUSINESS WIRE)--NewEdge Capital Group, LLC, announced today that Structured Note Strategies offered by NewEdge Investment Strategies on Envestnet's platform can now be managed alongside oth...
Forum Investment Group Selected for Envestnet UMA Platform Interval Fund Lineup, Featuring Forum Real Estate Income Fund (FORAX)
DENVER--(BUSINESS WIRE)--Forum Investment Group (“Forum”) today announced that its Forum Real Estate Income Fund (FORAX) has been selected for inclusion on Envestnet's Unified Managed Account (UMA) pl...
iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts
Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework NEW YORK and BERWYN, Pa., April 15, 2026 /PRNewsw...
Envestnet Launching Manager Models with Interval Funds Available from BlackRock & Franklin Templeton
Envestnet Expands Access to Institutional-Quality Alternatives, Without Added Operational Complexities, for Advisors Serving HNW & UHNW Clients Models from Fidelity Investments and State Street Target...
CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced expanded strategic partnerships with Envestnet, Orion, and Vestmark—thr...
Open Banking Solutions Market Surges to $11.7 billion by 2028 - Dominated by Plaid (US), Envestnet (US), Tink (Sweden)
Delray Beach, FL, Aug. 22, 2025 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the Open Banking Solutions Market size is expected to grow from USD 5.5 billion in 2023 to USD 11.7 billion by 2028...
Envestnet to Sell Open Finance Subsidiary Yodlee to STG
Wealth technology provider Envestnet plans to sell its open finance and data analytics subsidiary, Yodlee, to private equity firm STG. The transaction is expected to close in the third quarter, subjec...
OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors
NEW YORK--(BUSINESS WIRE)--OneVest, a cutting-edge financial technology company, has announced a new partnership with Envestnet, a leader in transforming the delivery of financial advice through its e...
NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms
STAMFORD, Conn.--(BUSINESS WIRE)--NewEdge Wealth, LLC, a registered investment advisor specializing in serving ultra high net worth families, family offices and institutional clients, announced today ...
Flex Set to Join S&P MidCap 400; Azenta and Concentra Group Holdings to Join S&P SmallCap 600
NEW YORK , Nov. 19, 2024 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600: Flex Ltd (NASD: FLEX) will replace Azenta Inc. (NASD: AZTA) i...
DPL teams up with Envestnet for data integration
LOUISVILLE, Ky.--(BUSINESS WIRE)--DPL Financial Partners today announced its live data integration with advisor technology provider Envestnet.
Envestnet Reports Third Quarter 2024 Financial Results
BERWYN, Pa.--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and nine mon...
Envestnet Launches Customizable Options Strategy, Helping Investors Harvest the Volatility Risk Premium and Mitigate the Risk of Concentrated Stock Positions
New Options Strategy Quantitative Portfolio (QP) is the Latest Solution to Emerge from Envestnet Affiliate QRG's Systematic Approach to Investment Management Advisors can Offer a Personalized Solution...
Envestnet to Release Third Quarter 2024 Results on November 7, 2024
BERWYN, Pa.--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence and wealth solutions, today announced that the Company will release its third quarte...
ENVESTNET ACCELERATES PRODUCT ENHANCEMENTS AND BUILDS OUT DISTRIBUTION CAPABILITIES TO DRIVE ADVISOR GROWTH IN HIGH-NET-WORTH MARKET SEGMENT
BERWYN, Pa. , Oct. 10, 2024 /PRNewswire/ -- Attracting and retaining high-net-worth (HNW) investors as lifelong clients is a critical focus for many financial advisors, yet the path to successfully en...
Franklin Templeton Expands Partnership with Envestnet to Deliver Canvas Custom Indexing Platform
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton Expands Partnership with Envestnet to Deliver Canvas Custom Indexing Platform.
Envestnet, Inc. Faces FinancialApps's $100 Million Trade Secret Misappropriation Claims in Delaware Jury Trial
Kasowitz Benson Torres Is Acting As Lead Counsel For FinancialApps NEW YORK , Sept. 27, 2024 /PRNewswire/ -- Financial technology pioneer FinancialApps's $100 million lawsuit for trade secret misappro...
Envestnet Stockholders Approve Acquisition by Bain Capital
BERWYN, Pa. , Sept. 24, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) ("Envestnet," or the "Company"), a leading provider of integrated technology, data intelligence, and wealth solutions, today an...
Envestnet Wins Five 2024 'Wealthies' Awards, Including Advisor Choice Award & Best Unified (All-in-One) System
BERWYN, Pa. , Sept. 23, 2024 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, has been recognized as an industry leader at t...
Johnson Fistel, LLP Investigates Envestnet Deal Terms and for Potential Violations of Fiduciary Duties on Behalf of Shareholders
SAN DIEGO, Sept. 16, 2024 (GLOBE NEWSWIRE) -- Johnson Fistel, LLP , a leading stockholder rights law firm, announced today that it has initiated an investigation into the board members of Envestnet, I...
ENVESTNET UNVEILS NEW TECHNOLOGY FOR RIAS AT FUTURE PROOF 2024
New Envestnet RIA Capabilities include Enhanced Fixed-Income Trading tool, Unified Managed Accounts Integration, and New Client Portal Envestnet Co-CIO and Solutions Group President Dana D'Auria Takes...
ENVESTNET INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Envestnet, Inc. - ENV
NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Envestnet, Inc. ...
Envestnet Tops 2024 'Wealthies' Finalists List With Seven Nominations
Recognition Spans 'All-In-One' Platforms, Innovation, Direct Indexing, Retirement, and Annuities Showcasing Envestnet's Comprehensive Solutions and Integrations BERWYN, Pa. , Aug. 27, 2024 /PRNewswire...
Is Envestnet's $63.15 Per Share Sale Price Fair? Johnson Fistel, LLP Investigates Deal Terms
SAN DIEGO, Aug. 19, 2024 (GLOBE NEWSWIRE) -- Johnson Fistel, LLP , a leading stockholder rights law firm, announced today that it has initiated an investigation into the board members of Envestnet, In...
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates K and ENV on Behalf of Shareholders
NEW YORK, Aug. 15, 2024 (GLOBE NEWSWIRE) -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breac...