Envestnet:
A Leading Wealth Management Technology & Investment Management Platform

Recently Released!!!
Date Published: June 26, 2017
Summary Power Point Deck: 32 Slides

Reference Power Point Deck: 587 Slides

Envestnet was founded by Jud Bergman, Jim Lumberg, & Brandon Thomas in 1999. The firm is based in Chicago, IL. Envestnet has fourteen offices, 2,665 employees, $578.2 million gross revenues, $242.8 million adjusted revenues, $80.3 million gross profits, $21.0 million earnings before interest, taxes, depreciation, & amortization, $78.0 million adjusted EBITDA, $11.4 million operating income, $22.0 million adjusted operating income, -$40.5 million pre-tax income, -$55.6 million net profits, & $19.3 million adjusted net profits. The company is led by its CEO Jud Bergman, Vice Chairman Anil Arora, President Bill Crager, & Chief Operating Officer Josh Mayer. Envestnet 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.investpmc.com, www.primacapital.com, www.tamaracinc.com, www.yodlee.com, & www.yodleemoneycenter.com.

Envestnet's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Core Acquisitions & Key Alliances Phase
  • Initial Public Offering Phase
  • Business Expansion Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, gross revenues, adjusted revenues, gross profits, gross profit margin, operating expenses, adjusted operating expenses, EBITDA, adjusted EBITDA, adjusted EBITDA margin, EBIT, EBIT margin, operating income, operating income margin, adjusted operating income, adjusted operating income margin, non-operating income, pre-tax income, pre-tax income margin, income taxes, tax rate, net profits, net profit margin, adjusted net profits, adjusted net profit margin, & cash flows.
Its profile includes detailed outlines of its core businesses, including:
  • Envestnet Enterprise
    • Advisor Suite
    • Envestnet PMC
    • Licensing
  • Envestnet Yodlee
And its profile concludes with the highlights of its organizational structure & ownership.

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Disclosure:
Tiburon's Managing Partner is a member of Envestnet's board of directors.


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