Date Published: November 8, 2016
Summary Power Point Deck: 24 Slides
Reference Power Point Deck: 601 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, 1,500 institutional clients, 49,000 financial advisor clients, 3.6 million accounts, $880.0 billion assets under administration & management, $456.0 million gross revenues, $80.3 million gross profits, $21.0 million earnings before taxes interest, taxes, depreciation, & amortization, $38.6 million adjusted EBITDA, $11.4 million operating income, $22.0 million adjusted operating income, $10.6 million pre-tax income, $14.0 million net profits, & $10.4 million adjusted net profits. The company is led by its CEO Jud Bergman, Vice Chairman Anil Arora, President Bill Crager, & Chief Operating Officer John 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, institutional clients, financial advisor clients, clients, accounts, accounts per financial advisor client, gross new accounts, net new accounts, average account size, assets under administration & management, gross sales from existing business, conversions, remdemptions, net flows, gross revenues, gross revenues per financial advisor, return on assets, adjusted revenues, cost of revenues, direct expenses, gross profits, gross profit margin, operating expenses, adjusted operating expenses, adjusted operating expenses per account, earnings before interest & taxes, earnings before interest & taxes margin, EBITDA, adjusted EBITDA, operating income, operating income margin, adjusted operating income, adjusted operating income margin, non-operating income, pre-tax income, 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:
- Advisor Suite
- Envestnet PMC
- Envestnet Yodlee
And its profile concludes with the highlights of its organizational structure & ownership.