Envestnet:
A Leading Wealth Management Technology & Investment Management Platform

Recently Released!!!
Date Published: October 12, 2018
Summary PowerPoint Deck: 64 Slides

Reference PowerPoint Deck: 739 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, $579.4 million adjusted revenues, $99.4 million adjusted EBITDA, & $43.6 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, adjusted operating income margin, non-operating income, EBITDA, adjusted EBITDA, & adjusted net profit margin.

Its profile includes detailed outlines of its core services, 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 Strategic Advisors is an investor in Envestnet and Tiburon's Managin Partner is a member of Envestnet's board of directors.

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