Business description: Envestnet, Inc.
Number of employees: 3,085
Sales by Activity: Envestnet, Inc.
| Fiscal Period: December | 2019 (USD) | 2020 (USD) | 2021 (USD) | 2022 (USD) | 2023 (USD) |
|---|---|---|---|---|---|
Envestnet Wealth Solutions | 709M | 806M | 991M | 1.05B | 1.09B |
Envestnet Data& Analytics | 191M | 192M | 195M | 190M | 151M |
Geographical breakdown of sales: Envestnet, Inc.
| Fiscal Period: December | 2019 (USD) | 2020 (USD) | 2021 (USD) | 2022 (USD) | 2023 (USD) |
|---|---|---|---|---|---|
United States | 871M | 977M | 1.17B | 1.22B | 1.22B |
International | 28.67M | 21.18M | 20.27M | 21.53M | 22.37M |
Executive Committee: Envestnet, Inc.
| Manager | Title | Age | Since |
|---|---|---|---|
Christopher Todd
CEO | Chief Executive Officer | 56 | 21/01/2025 |
| Chief Investment Officer | 62 | - | |
John Hofmann
DFI | Director of Finance/CFO | 51 | 01/09/2025 |
| Chief Tech/Sci/R&D Officer | - | 01/10/2025 | |
Katie Evans
COO | Chief Operating Officer | - | - |
Composition of the Board of Directors: Envestnet, Inc.
| Director | Title | Age | Since |
|---|---|---|---|
James Fox
CHM | Chairman | 74 | 30/03/2020 |
Christopher Todd
BRD | Director/Board Member | 56 | - |
Philip Loughlin
BRD | Director/Board Member | 58 | - |
Company details: Envestnet, Inc.
Group companies: Envestnet, Inc.
| Name | Category and Sector |
|---|---|
Internet Software/Services
| |
Internet Software/Services
|
Enterprise Software
| Change | 5-day change | 1-year change | 3-year change | Capi.($) | ||
|---|---|---|---|---|---|---|
 | -1.52% | -15.29% | -9.44% | +55.46% | 529B | |
| -0.39% | -13.96% | -46.80% | +12.34% | 188B | |
| -2.01% | -11.29% | -50.49% | -8.71% | 106B | |
| -1.74% | -0.49% | -39.99% | +7.25% | 46.28B | |
| +3.87% | +0.72% | -68.06% | +336.84% | 42.24B | |
| -1.00% | +3.53% | -34.01% | +47.15% | 27.49B | |
| +0.16% | -0.12% | -42.15% | +6.17% | 14.31B | |
| +0.16% | -8.07% | -31.16% | -2.34% | 11.66B | |
| +1.32% | -6.80% | -36.31% | -6.53% | 9.7B | |
| Average | -0.26% | -8.03% | -39.82% | +49.74% | 108.41B | |
| Weighted average by Cap. | -1.00% | -16.67% | -26.80% | +47.78% |
Trader
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Investor
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Global
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Quality
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ESG MSCI
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