Envestnet

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through the following segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software and services to empower financial advisors and institutions. The Envestnet Data & Analytics segment provides data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg, William C. Crager, and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

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Earnings data Q4 2024

Envestnet reports robust Q4 results, eyes margin expansion in 2023

Envestnet showcased resilience in Q4 2022 with strong financial performance and strategic investments driving growth.
The company's focus on modernization, efficiency, and high-margin services positions it well for future profitability.
Challenges in research business and managing costs are acknowledged, with opportunities in data business and revenue growth strategies.
Envestnet's outlook for 2023 includes margin expansion and continued progress towards long-term financial targets.

Envestnet reports strong Q1 results, eyes growth through partnerships and AI

Envestnet's Q1 performance reflects strength in organic asset growth and market positioning. Challenges in the data business and onboarding delays require strategic focus. Opportunities lie in partnerships, AI utilization, and adapting to industry shifts for continued growth.

Envestnet reports solid Q2 earnings, eyes margin expansion opportunities

Envestnet's Q2 2023 performance reflects strong financials, growth in assets under management, and a focus on expense management.
The company's strategic strengths lie in its integrated ecosystem investments, higher-margin solutions, and partnerships driving revenue growth.
While facing challenges in certain business segments, Envestnet is leveraging opportunities for margin expansion, cross-selling, and new revenue streams.

Envestnet delivers solid Q3 results, eyes growth through partnerships

Envestnet's Q3 performance reflects financial strength and strategic focus on client engagement and revenue diversification. Challenges include managing fee rate dynamics and revenue mix shifts. Opportunities exist in subscription revenue growth and expanding client relationships.

Envestnet exceeds Q4 expectations, poised for growth in 2024

Envestnet's strong financial performance in Q4 2023 and full year positions the company well for continued growth in 2024.
Challenges in the data and analytics segment are being addressed through revenue stabilization efforts and new product launches.
Opportunities lie in deepening client relationships, industry leadership, and strategic partnerships for sustained growth.

Envestnet reports strong Q1 earnings, focuses on growth strategies

Envestnet's Q1 2024 earnings call showcased robust financials, strategic positioning for growth, and a focus on client and shareholder value.
The company's strengths lie in its leading Wealth Management platform, commitment to financial discipline, and innovative pricing strategies.
Challenges include reorienting the Data and Analytics business and managing fee rates amidst AUM growth, while opportunities exist in client engagement and revenue expansion.

Envestnet reports robust Q2 earnings, eyes growth amid pending acquisition

Envestnet delivered strong financial performance in Q2 2024, driven by revenue growth and increased adviser count.
The pending acquisition by Bain Capital and solid free cash flow generation position the company for future growth.
Challenges include managing expenses and addressing noncash items impacting financial results.
Opportunities lie in potential synergies from the acquisition, expanding adviser base, and leveraging data capabilities for innovation.

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Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through Envestnet Wealth Solutions and Envestnet Data and Analytics segments. The Envestnet Wealth Solutions segment provides unified wealth management software and services to empower financial advisors and institutions. The Envestnet Data and Analytics segment is involved in data aggregation and a data analytics platform powering dynamic, cloud-based innovation for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg, William C. Crager, and Brandon Rockwell Thomas in 1999 and is headquartered in Berwyn, PA.

CHICAGO, July 22, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Dani Fava has joined the firm as Head of Strategic Development.

Envestnet Welcomes WealthTech Veteran Dani Fava as Head of Strategic Development

CHICAGO, July 21, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that Hornor, Townsend & Kent, LLC (HTK), a broker-dealer and registered investment adviser (RIA), has launched the Envestnet Insurance Exchange, a platform delivering access to reputable insurance carriers and.

HTK Launches the Envestnet Insurance Exchange

Envestnet (ENV) is reaping the benefits of its focus on digital engagement, data and strategic partnerships to quickly and efficiently meet customer expectations.

Reasons to Invest in Envestnet Stock Amid Coronavirus Woes

CHICAGO, July 15, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has rolled out a new resource, The Advisor's Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic's far-reaching impact on the wealth management industry—and the steps financial advisors can take to...

Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic

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DURANGO, Colo.--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV) and Swan Global Investments (“Swan”), a specialized asset management firm with a 20-year track record at the forefront of hedged equity solutions, have partnered to make Swan’s suite of investment products available to thousands of financial advisors and their clients. The Swan Defined Risk Strategy, launched in 1997, is a time-tested approach that has helped investors navigate and capitalize on past bear markets. Their partnership wi

Swan Global Investments to Offer Advisors Hedged Equity Strategies Through Envestnet Platform

CHICAGO, June 25, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 2020 Asset Manager and Strategist of the Year Awards during the digital presentation of the Envestnet Advisor Summit On-Demand (https://envadvisorsummit.com/)....

Award-Winning Asset Managers, Strategists & Essential Advisors Recognized During Envestnet Advisor Summit On-Demand

CHICAGO, June 25, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announced today the release of its 2020 Envestnet Advisor Summit On-Demand, a digital multimedia resource center with over 50 engaging videos and content covering how advisors and enterprises can help clients achieve...

Envestnet Launches 2020 Advisor Summit On-Demand

BERWYN, Pa., June 9, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announces that TruChoice Financial Group, LLC (TruChoice), a provider of insurance solutions for a network of investment advisors, registered representatives, and insurance professionals, has launched the Envestnet...

FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange

Envestnet (ENV) reported earnings 30 days ago. What's next for the stock?

Envestnet (ENV) Up 20.9% Since Last Earnings Report: Can It Continue?

Envestnet (ENV) is focusing on digital engagement, data, and strategic partnerships to quickly and efficiently meet customer expectations.

Reasons to Retain Envestnet (ENV) Stock Amid Coronavirus Woes

Centralized Application Produces Data-Driven, Relevant Information Based on Clients' Specific Needs CHICAGO, May 26, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client's household...

'Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Envestnet's (ENV) first- quarter 2020 earnings and revenues increase year over year.

Envestnet's (ENV) Q1 Earnings Beat Estimates, Improve Y/Y

Envestnet, Inc. (ENV) CEO Bill Crager on Q1 2020 Results - Earnings Call Transcript

Envestnet's (ENV) partnership with Charles Schwab will improve consumer experience with enhanced security and site reliability.

Envestnet (ENV) Signs API Agreement With Charles Schwab

These appointments seem to be part of Envestnet's (ENV) efforts to enhance employee skills and improve offerings.

Envestnet Picks CEO, President, Board Chairman & Vice Chairman

Envestnet (ENV) Down 42% Since Last Earnings Report: Can It Rebound?

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Envestnet's (ENV) fourth-quarter 2019 revenues reflect benefit from PortfolioCenter and PIE tech acquisitions.

Envestnet's (ENV) Q4 Earnings Beat Estimates, Improve Y/Y

Does Envestnet (ENV) have what it takes to be a top stock pick for momentum investors? Let's find out.

Envestnet (ENV) Is Up 6.57% in One Week: What You Should Know

Envestnet, Inc. (ENV) CEO Bill Crager on Q4 2019 Results - Earnings Call Transcript

Envestnet (ENV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Envestnet (ENV) Earnings Expected to Grow: Should You Buy?

Envestnet (ENV) possesses solid growth attributes, which could help it handily outperform the market.

Here is Why Growth Investors Should Buy Envestnet (ENV) Now

The wealth management star may be up for sale.

Why Envestnet Stock Rose 13% in January

Envestnet (ENV) is well positioned to outperform the market, as it exhibits above-average growth in financials.

News for Envestnet Stock (ENV)