Last $35.91 USD
Change Today +0.32 / 0.90%
Volume 172.5K
ENV On Other Exchanges
Symbol
Exchange
New York
Frankfurt
As of 8:04 PM 04/17/14 All times are local (Market data is delayed by at least 15 minutes).

envestnet inc (ENV) Snapshot

Open
$35.44
Previous Close
$35.59
Day High
$36.52
Day Low
$35.28
52 Week High
01/17/14 - $48.54
52 Week Low
05/1/13 - $17.40
Market Cap
1.2B
Average Volume 10 Days
293.4K
EPS TTM
$0.20
Shares Outstanding
34.1M
EX-Date
--
P/E TM
176.2x
Dividend
--
Dividend Yield
--
Current Stock Chart for ENVESTNET INC (ENV)

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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
President
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 | Tamarac Rolls Out Advisor CRM(R) - Redesigned User Interface Furthers Integration

Envestnet | Tamarac, a division of Envestnet, Inc. has released the new version of its integrated client relationship management (CRM) application, with a completely redesigned user interface and new integrations throughout the Advisor Xi(R) platform. Known as Advisor CRM(R) 2014, the greatly enhanced client management application serves as the central integration point for the various components of the custodian-agnostic Advisor Xi product suite. Advisor CRM is built on the Microsoft Dynamics(R) CRM platform and can enable smoother navigation and mobility across desktops, Android phones, iPhones and iPads for registered investment advisors (RIAs). Advisor CRM 2014's features include: Advisor CRM 2014 has built in a contextual link integration that allows users to enter and update client account data accessible through Envestnet | Tamarac's portfolio management tools, Advisor Rebalancing(R) and Advisor View(TM); Additional integrations include Skype, enabling advisors to call clients and prospects from Advisor CRM and instantly notate records of their conversations; to provide additional flexibility, the new version of Advisor CRM includes a mobile application that connects advisors to their client accounts and critical financial account data, and allows them to make updates and send messages, from any location; Advisor CRM 2014 introduces a streamlined navigation that allows advisors to quickly create new account records from any screen in Advisor CRM and auto-save what they have done every 15 seconds through its auto-save component, vastly improving data accuracy while decreasing the amount of clicks during navigation; the scrolling dashboard tiles complement those offered in Microsoft Windows 8, providing a clean and efficient experience with a reduction in pop-up windows for easier navigation; Personalized communications include "My Wall," a social media message board where users can post activity assignments and reminders, as well as account notes and updates to be viewed by colleagues on other teams.

Envestnet, Inc. Presents at Tiburon CEO Summit XXVI, Apr-08-2014

Envestnet, Inc. Presents at Tiburon CEO Summit XXVI, Apr-08-2014 . Venue: Ritz-Carlton Hotel, New York, New York, United States. Speakers: Jud Bergman, CFO.

Envestnet, Inc. Names Joshua David Mayer as Chief Operating Officer

The board of directors of Envestnet, Inc. named Joshua David Mayer as the company’s chief operating officer. Mr. Mayer served as the company’s executive vice president and director of operations since January 2011. Mr. Mayer is responsible for all activities related to the operations of the company’s technology platform as well as for the company’s human resources, facilities management, and the project management, implementation and conversion teams. From 2004 to January 2011, Mr. Mayer served as the company’s senior vice president, head of operations.

 

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Industry Analysis

ENV

Industry Average

Valuation ENV Industry Range
Price/Earnings 100.0x
Price/Sales 5.0x
Price/Book 8.2x
Price/Cash Flow 64.4x
TEV/Sales 4.8x
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