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Last €27.17 EUR
Change Today -1.07 / -3.80%
Volume 0.0
As of 3:00 AM 10/13/15 All times are local (Market data is delayed by at least 15 minutes).

envestnet inc (30E) Snapshot

Previous Close
Day High
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52 Week High
03/20/15 - €52.51
52 Week Low
08/26/15 - €25.13
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Average Volume 10 Days
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envestnet inc (30E) Details

Envestnet, Inc., together with its subsidiaries, provides wealth management software and services to independent financial advisors and financial institutions in the United States and internationally. Its wealth management software unifies the applications and services advisors use to manage their practice and advise their clients, including financial planning; capital markets assumptions; asset allocation guidance; research and due diligence on investment managers and funds; portfolio management, trading, and rebalancing; multi-custodial and aggregated performance reporting; and billing calculation and administration. The company also offers Envestnet | PMC investment solutions and products that include managed account and multi-manager portfolios, mutual fund portfolios, and exchange traded fund (ETF) portfolios; Prima Premium Research comprising research and due diligence on investment managers, mutual funds, ETFs, and liquid alternatives funds; and consulting services. In addition, it provides Envestnet | Tamarac, a portfolio accounting, rebalancing, trading, performance reporting, and client relationship management software primarily for high-end registered investment advisors (RIAs); and Vantage Reporting Solution, a software that aggregates and manages investment data, provides performance reporting and benchmarking, and gives advisors a view of clients’ various investments. Further, the company offers Envestnet | WMS, which provides financial institutions access to an integrated wealth platform that enables to construct and manage portfolio solutions across an account life cycle, primarily in the area of unified managed account trading; and Envestnet | Placemark that develops unified managed account programs and other portfolio management outsourcing solutions. The company sells its products and services to the individual financial advisors of broker dealers and RIAs. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.

1,257 Employees
Last Reported Date: 03/2/15
Founded in 1999

envestnet inc (30E) Top Compensated Officers

Founder, Chairman and Chief Executive Officer
Total Annual Compensation: $850.0K
Total Annual Compensation: $444.5K
Co-Founder and Chief Investment Officer
Total Annual Compensation: $344.2K
Chief Financial Officer
Total Annual Compensation: $580.0K
Chief Operating Officer
Total Annual Compensation: $422.5K
Compensation as of Fiscal Year 2014.

envestnet inc (30E) Key Developments

Washington Trust Wealth Management Selects Envestnet, Inc.'s Advisor Xi for Weston Portfolio Management Platform

Washington Trust Wealth Management division Weston Financial Group, Inc. announced that it has selected Envestnet, Inc.'s Advisor Xi as its new platform for managing client accounts. Advisor Xi is a web-based solution for independent financial advisors that unifies portfolio management, performance reporting, trading, rebalancing, and billing with a branded client portal and an enterprise-level client relationship management (CRM) system. To date, more than 800 RIA firms managing in excess of USD 500 billion in client assets are leveraging Advisor Xi's three custodian-agnostic components.

Envestnet, Inc., Yodlee, Inc. - M&A Call

To discuss the proposed acquisition between Envestnet, Inc. and Yodlee and to discuss the size and nature of additional product offerings and addressable markets that the business combination enables in the longer-term and to discuss shorter term metrics, including expected 2016 fourth quarter exit run rates for Yodlee’s revenue and EBITDA, inclusive of synergies

Envestnet, Inc. Completes First Phase of Finance Logix Integration

Envestnet, Inc. successfully executed the first stage of integration between its ENV 2 platform and Finance Logix's financial planning software. Financial advisors using Envestnet and Finance Logix can now leverage the two systems to seamlessly create more holistic wealth management plans and, ultimately, generate more meaningful engagement with clients. An automatic authentication process between ENV 2 (Envestnet's platform) and Finance Logix has already been rolled out in the initial stage of the integration. Client accounts and financial plans in Finance Logix are subsequently updated with data imported from Envestnet on a nightly basis, enabling daily updates of financial plan scenarios. The nightly data updates allow advisors and clients to track account and financial plan progress—and understand the context of any changes—in real time.


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Industry Average

Valuation 30E Industry Range
Price/Earnings 97.5x
Price/Sales 3.0x
Price/Book 4.9x
Price/Cash Flow 35.1x
TEV/Sales 2.1x

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