ENV

Investor Moves

Name	Value	Action	Change	Price	Last Price
Jefferies GroupInvestor $-2.6M ExitQ4 2024 $3M -- $63.14
Ken GriffinCitadel Advisors $-9.4M ExitQ4 2024 $9M -- $63.14
Paul Tudor Jones IITudor Investment $-1.9M ExitQ4 2024 $2M -- $63.14
Ron BaronBaron Capital $-1.1M ExitQ4 2024 $1M -- $63.14
Jim SimonsRenaissance Technologies $-12.2M ExitQ4 2024 $12M -- $63.14
Mario GabelliGAMCO Investors $-551.1K ExitQ4 2024 $551k -- $63.14

News

prnewswire.comiCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accountsprnewswire.comApr 15

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About Envestnet, Inc.

Envestnet, Inc., through its various subsidiaries, offers a comprehensive range of wealth management software and related services to clients both within the United States and internationally. The company operates primarily across two key divisions: Envestnet Wealth Solutions and Envestnet Data & Analytics. Its core offerings include: Envestnet | Enterprise: A holistic, open-architecture platform for wealth management that integrates data aggregation, reporting functionalities, advanced analytics, and digital advisory tools. Envestnet | Tamarac: Specialized software providing capabilities for portfolio trading, rebalancing, accounting, performance reporting, and client relationship management. Envestnet | MoneyGuide: Solutions focused on goals-based financial planning, specifically designed for the financial services industry. Additionally, Envestnet furnishes: Envestnet | Retirement Solutions: A full suite of services supporting advisor-managed retirement plans. Envestnet | Portfolio Management Consultants (PMC): This division delivers research and expert consulting to empower advisors in crafting investment solutions for their clients, alongside specialized services for portfolio overlay and tax optimization. Underpinning many of these services is a robust data aggregation and intelligence platform, which utilizes cloud-based innovations to support digital financial services. Envestnet, Inc. was established in 1999 and is headquartered in Chicago, Illinois.

CEO: James Lawrence Fox
IPO Date: Jul 29, 2010

Market Data

High: $63.14
Low: $63.14
Volume: 0
52W High: $63.14
52W Low: $63.14

Valuation

Market Cap: $3.5B
Enterprise Value: $4.4B

Financials

Free Cash Flow: $24.6M
Revenue: $1.2B
Net Income: -$238.7M
Cash: $91.4M
Debt: $990.4M

Events

EarningsNov 7

EPS est. 0.68 · actual 0.7