Recently Released!!!
Date Published: May 2012
Comprehensive Power Point Deck: 410 Slides
Summary Power Point Deck: 87 Slides
Envestnet was founded in 1999 by Jud Bergman, Jim Lumberg, & Brandon Thomas. The firm is based in Chicago, IL. Envestnet has seven offices, 539 employees, 1,000 institutional clients, 19,596 financial advisor clients, 929,000 client accounts, $140 billion assets under administration & management, $37.7 billion gross sales, $20.5 billion gross sales from existing business, $17.2 billion conversions, $9.0 billion redemptions, $123.0 million gross revenues, $80.3 million gross profits, $11.4 million operating income, $22.0 million adjusted operating income, $27.4 million adjusted EBITDA, $7.6 million net profits, & $13.8 million adjusted net profits. The company is led by its CEO Jud Bergman and is a public company trading on the New York Stock Exchange under the symbol ENV. Its web sites can be found at www.envestnet.com, www.envestnetadvisor.com, www.oberonft.com, www.tamaracinc.com, www.pmcadvisor.com, www.investpmc.com, www.fundquest.com, www.primacapital.com, www.myfiduciaryopportunity.com, & www.thefiduciaryopportunity.com.
Envestnet's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Acquisitions Phase
- Business Growth Phase
- Initial Public Offering Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, financial advisor clients, client accounts, assets under administration & management, total sales, gross sales, conversions, redemptions, net flows, gross revenues, direct expenses, net revenues, operating expenses, operating income, adjusted operating income, adjusted EBITDA, net profits, & adjusted net profits.
Its profile includes detailed outlines of its core businesses:
- Advisor Suite
- Envestnet PMC
- Licensing
And its profile concludes with the highlights of its organizational structure & ownership.
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