A Leading Wealth Management Technology & Investment Management Platform

Recently Released!!!
Date Published: October 24, 2017
Summary Power Point Deck: 62 Slides

Reference Power Point Deck: 731 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
    • Licensing
  • Envestnet Yodlee
And its profile concludes with the highlights of its organizational structure & ownership.

Public Access

Please click on the Table of Contents icon below to see more details of this research.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.
Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

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

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.