Last $45.93 USD
Change Today -0.20 / -0.43%
Volume 38.8K
ENV On Other Exchanges
New York
As of 1:08 PM 07/22/14 All times are local (Market data is delayed by at least 15 minutes).

envestnet inc (ENV) Snapshot

Previous Close
Day High
Day Low
52 Week High
06/27/14 - $50.38
52 Week Low
07/30/13 - $24.58
Market Cap
Average Volume 10 Days
Shares Outstanding
Dividend Yield
Current Stock Chart for ENVESTNET INC (ENV)

envestnet inc (ENV) Related Bloomberg News

View More Bloomberg News

envestnet inc (ENV) Related Businessweek News

No Related Businessweek News Found

envestnet inc (ENV) Details

Envestnet, Inc., together with its subsidiaries, provides wealth management software and services to independent financial advisors and financial institutions in the United States and internationally. Its wealth management software unifies the applications and services advisors use to manage their practice and advise their clients, including financial planning; capital markets assumptions; asset allocation guidance; research and due diligence on investment managers and funds; portfolio management, trading, and rebalancing; multi-custodial and aggregated performance reporting; and billing calculation and administration. The company also offers Envestnet | PMC investment solutions and products that include managed account and multi-manager portfolios, mutual fund portfolios, and exchange traded fund (ETF) portfolios; Prima Premium Research comprising research and due diligence on investment managers, mutual funds, ETFs, and liquid alternatives funds; and consulting services. In addition, it provides Envestnet | Tamarac, a portfolio accounting, rebalancing, trading, performance reporting, and client relationship management software principally for high-end registered investment advisors; and Vantage Reporting Solution, a software that aggregates and manages investment data, provides performance reporting and benchmarking, and gives advisors a view of clients’ various investments. Further, the company offers Envestnet | WMS, which provides financial institutions access to an integrated wealth platform that enables to construct and manage portfolio solutions across an account life cycle, primarily in the area of unified managed account trading. The company sells its products and services to the individual financial advisors of broker dealers and registered investment advisor firms. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.

948 Employees
Last Reported Date: 03/17/14
Founded in 1999

envestnet inc (ENV) Top Compensated Officers

Founder, Chairman and Chief Executive Officer
Total Annual Compensation: $674.6K
Total Annual Compensation: $415.0K
Co-Founder and Chief Investment Officer
Total Annual Compensation: $344.2K
Chief Financial Officer
Total Annual Compensation: $437.5K
Chief Technology Officer
Total Annual Compensation: $330.0K
Compensation as of Fiscal Year 2013.

envestnet inc (ENV) Key Developments

Envestnet, Inc. Enters into a Credit Agreement with a Group of Banks

On June 19, 2014, Envestnet, Inc. and certain of its subsidiaries entered into a credit agreement with a group of banks for which Bank of Montreal is acting as administrative agent, pursuant to which the Banks agreed to provide an unsecured revolving credit facility of $70 million with a sublimit for the issuance of letters of credit of $5 million. Subject to certain conditions, Envestnet has the right to increase the facility by up to $25 million. The Credit Agreement is scheduled to terminate on June 19, 2017. Borrowings under the Credit Agreement will be guaranteed by substantially all of Envestnet's U.S. subsidiaries. Proceeds under the Credit Agreement may be used to finance capital expenditures, to finance working capital, to finance permitted acquisitions, for general corporate purposes and to fund certain fees and expenses associated with the closing of the Credit Agreement.

Envestnet, Inc. Presents at Sandler O'Neill Global Exchange & Brokerage Conference, Jun-04-2014 08:00 AM

Envestnet, Inc. Presents at Sandler O'Neill Global Exchange & Brokerage Conference, Jun-04-2014 08:00 AM. Venue: Le Parker Meridien, New York, New York, United States. Speakers: Judson Taft Bergman, Founder, Chairman and Chief Executive Officer.

Envestnet, Inc. Presents at William Blair & Company's 34th Annual Growth Stock Conference, Jun-10-2014 12:50 PM

Envestnet, Inc. Presents at William Blair & Company's 34th Annual Growth Stock Conference, Jun-10-2014 12:50 PM. Venue: Four Seasons Hotel, 120 East Delaware Place, Chicago, Illinois, United States.


Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup
Recently Viewed
ENV:US $45.93 USD -0.20

ENV Competitors

Market data is delayed at least 15 minutes.

Company Last Change
Advent Software Inc $32.34 USD +0.85
Broadridge Financial Solutions Inc $40.90 USD +0.27
DST Systems Inc $92.28 USD +0.83
Morningstar Inc $69.05 USD +0.77
SEI Investments Co $32.64 USD +0.53
View Industry Companies

Industry Analysis


Industry Average

Valuation ENV Industry Range
Price/Earnings 100.0x
Price/Sales 5.7x
Price/Book 10.2x
Price/Cash Flow 68.4x
TEV/Sales 5.5x

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact ENVESTNET INC, please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at