Envestnet

Envestnet

Provides integrated portfolio, practice management and reporting solutions to financial advisors and institutions.

HQ location
Chicago, United States
Website
envestnet.com
Launch date
Employees
1001-5000 people
Enterprise value
$4.0b
Share price
$63.14 ENV
Recent deals
https://twitter.com/envintelhttps://www.facebook.com/envestnethttps://www.linkedin.com/company/envestnet/https://apps.apple.com/app/id522849900https://play.google.com/store/apps/details?id=com.envestnet.envisioniq
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loading funding rounds…
Upfront Ventures
Upfront Ventures(exited)
Edgewater Private Equity Fund
Edgewater Private Equity Fund(exited)
Keystone Capital
Keystone Capital(exited)
Foundation Capital
Foundation Capital(exited)
BlackRock
BlackRock(exited)
WP Global
WP Global(exited)
TCV
TCV(exited)
Impactive Capital
Impactive Capital(exited)
Bain Capital
Bain Capital(exited)

Financials

Estimates*

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Revenues, earnings & profits over time
USD2020202120222023202420252026
Revenues0000000000000000000000000000
% growth11 %19 %4 %-11 %13 %10 %
EBITDA0000000000000000000000000000
% EBITDA margin13 %13 %5 %9 %23 %23 %27 %
Profit0000000000000000000000000000
% profit margin-1 %(7 %)(19 %)(3 %)5 %6 %
EV0000000000000000000000000000
EV / revenue00.0x00.0x00.0x00.0x00.0x00.0x00.0x
EV / EBITDA00.0x00.0x00.0x00.0x00.0x00.0x00.0x
R&D budget0000000000000000000000000000

Source: Company filings or news article, Equity research estimates

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Tech stack

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Investments analysisEdit
By Country
United States 25Canada 1France 1
By Industry
Fintech 21Enterprise Software 4Security 3Energy 1Real Estate 1Marketing 1
By Round
ACQUISITION 14GRANT 3GROWTH EQUITY VC 2SEED 2SERIES A 2NOT SET 1EARLY VC 1POST IPO EQUITY 1SERIES B 1

Investments by Envestnet

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Placemark Investments
Placemark Investments
ACQUISITION by Envestnet Jul 2014
TXN
TXN
ACQUISITION by Envestnet Aug 2019
Tamarac
Tamarac
ACQUISITION by Envestnet Feb 2012
Castle Rock Innovations
Castle Rock Innovations
ACQUISITION by Envestnet Aug 2015
FolioDynamix
FolioDynamix
ACQUISITION by Envestnet Sep 2017
Suncor Energy
Suncor Energy
exited
Levanto Financial
Levanto Financial
Upside
Upside
ACQUISITION by Envestnet Feb 2015
Yodlee
Yodlee
BUYOUT by Symphony Technology Group Jun 2025
Draft
Draft
View 17 more