Date Published: August 2, 2017
Summary Power Point Deck: 83 Slides
Reference Power Point Deck: 599 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 businesses, including:
- Envestnet Enterprise
- Advisor Suite
- Envestnet PMC
- Envestnet Yodlee
And its profile concludes with the highlights of its organizational structure & ownership.