Envestnet:
A Leading Wealth Management Technology & Investment Management Platform
Recently Released!!!
Date Published: May 24, 2024
Summary PowerPoint Deck: 132 Slides
Reference PowerPoint Deck: 670 Slides
Envestnet was founded by Jud Bergman, Jim Lumberg, & Brandon Thomas in 1999. The firm is based in Berwyn, PA. Envestnet has six offices, 3,100 employees, $1.2 billion adjusted revenues, $1.5 billion operating expenses, -$205 million operating income, $250.9 million adjusted earnings before interest, taxes, depreciation, & amortization (EBITDA), -$233.0 million pre-tax income, and $140.2 million adjusted net profits. The firm is led by its Interim CEO Jim Fox. 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.tamaracinc.com, www.moneyguidepro.com, & www.yodlee.com.
Envestnet's reference PowerPoint deck below includes a synopsis of its history, including its key phases:
Its profile includes detailed outlines of its core businesses, including:
Date Published: May 24, 2024
Summary PowerPoint Deck: 132 Slides
Reference PowerPoint Deck: 670 Slides
Envestnet was founded by Jud Bergman, Jim Lumberg, & Brandon Thomas in 1999. The firm is based in Berwyn, PA. Envestnet has six offices, 3,100 employees, $1.2 billion adjusted revenues, $1.5 billion operating expenses, -$205 million operating income, $250.9 million adjusted earnings before interest, taxes, depreciation, & amortization (EBITDA), -$233.0 million pre-tax income, and $140.2 million adjusted net profits. The firm is led by its Interim CEO Jim Fox. 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.tamaracinc.com, www.moneyguidepro.com, & www.yodlee.com.
Envestnet's reference PowerPoint deck below includes a synopsis of its history, including its key phases:
- Initial Acquisitions & Key Alliances Phase
- Initial Public Offering (IPO) Phase
- Business Expansion Phase
- Post Jud Bergman Phase
Its profile includes detailed outlines of its core businesses, including:
- Envestnet Wealth Solutions
- Advisor Suite
- Envestnet PMC
- Licensing
- Licensing
- Envestnet Tamarac
- PIETech
- Envestnet Data & Analytics
- Yodlee
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
