Envestnet Inc  

(Public, NYSE:ENV)   Watch this stock  
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+0.26 (1.31%)
Real-time:   3:50PM EST
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Currency in USD
Range 19.41 - 20.50
52 week 19.30 - 58.21
Open 19.45
Vol / Avg. 267,791.00/410,541.00
Mkt cap 684.45M
P/E 61.61
Div/yield     -
EPS 0.33
Shares 35.88M
Beta 1.37
Inst. own 114%
Feb 24, 2016
Q4 2015 Envestnet Inc Earnings Release (Estimated) - 4:00PM EST - Add to calendar
Jan 12, 2016
Envestnet Inc at ICR Conference
More events from DailyFinance »    

Key stats and ratios

Q3 (Sep '15) 2014
Net profit margin 3.19% 4.01%
Operating margin 8.06% 6.09%
EBITD margin - 12.42%
Return on average assets 2.69% 4.23%
Return on average equity 5.42% 8.08%
Employees 1,257 -
CDP Score - -


35 E Wacker Dr Ste 2400
United States - Map
+1-312-8272800 (Phone)
+1-312-8272801 (Fax)

Website links

External links

Analyst Estimates - MarketWatch
SEC Filings - EDGAR Online
Major Holders - MSN Money


Envestnet, Inc. (Envestnet) provides wealth management software and services to financial advisors and institutions. The Company works with Independent Registered Investment Advisors and advisors associated with financial institutions. The Company's technology platform services include risk assessment and selection of investment strategies and solutions, asset allocation models, research and due diligence, portfolio construction, proposal generation and paperwork preparation, model management and account rebalancing, account monitoring, customized fee billing, overlay services covering asset allocation, tax management and socially responsible investing, aggregated multi-custodian performance reporting and communication tools, as well as access to a wide range of leading third-party asset custodians. The product and services of the Company include: Envestnet's wealth management software, Envestnet PMC, Envestnet Tamarac, Vantage Reporting Solution, Envestnet WMS and Envestnet Placemark.

Officers and directors

Judson T. Bergman Chairman of the Board
Age: 58
Bio & Compensation  - Reuters
William C. Crager President
Age: 50
Bio & Compensation  - Reuters
Anil Arora Chief Executive Officer, Vice Chairman of the Board
Age: 54
Bio & Compensation  - Reuters
Pete H. D'Arrigo Chief Financial Officer
Age: 48
Bio & Compensation  - Reuters
Joshua David Mayer Chief Operating Officer
Age: 41
Bio & Compensation  - Reuters
Scott Grinis Chief Technology Officer
Age: 53
Bio & Compensation  - Reuters
Brandon R. Thomas Chief Investment Officer
Age: 51
Bio & Compensation  - Reuters
Victor L. Bonilla Vice President - Strategic Relationships
Bio & Compensation  - Reuters
Shelly O'Brien Chief Legal Officer, General Counsel, Corporate Secretary
Age: 49
Bio & Compensation  - Reuters
Yves Sisteron Lead Independent Director
Age: 60
Bio & Compensation  - Reuters