Envestnet, Inc.

  • Market Cap: Small Cap
  • Industry: Packaged Software
  • ISIN: US29404K1060
USD
63.14
0.00 (0.00%)
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stock-summaryCompany CV
About Envestnet, Inc. stock-summary
stock-summary
Envestnet, Inc.
Packaged Software
Envestnet, Inc. is a provider of financial and wealth management technology and services to financial advisors, investors and financial service providers. The Company's segments are Envestnet and Envestnet Yodlee. Its Envestnet segment provides unified wealth management software and services empowering financial advisors and institutions. Its Envestnet Yodlee segment is a data aggregation and data analytics platform. Its services and related technology are provided through Envestnet's wealth management software, Envestnet PMC, Envestnet Tamarac, Vantage Reporting Solution, Envestnet WMS, Envestnet Placemark, Envestnet Retirement Solutions, Envestnet Yodlee and Envestnet Finance Logix. It operates Registered Investment Advisors (RIAs) and a registered broker-dealer. Its centrally-hosted technology platform services include risk assessment and selection of investment strategies and solutions, asset allocation models, and research and due diligence.
Company Coordinates stock-summary
Company Details
35 E Wacker Dr Ste 2400 , CHICAGO IL : 60601-2310
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Tel: 1 312 8272800
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Registrar Details
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Shareholding Snapshotstock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 90 Schemes (54.51%)

Foreign Institutions

Held by 133 Foreign Institutions (19.49%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summary Board of Directorsstock-summary
Management
Designation
Mr. James Fox
Chairman of the Board
Mr. Anil Arora
Director
Mr. Luis Aguilar
Independent Director
Mr. Ross Chapin
Independent Director
Ms. Gayle Crowell
Independent Director
Ms. Valerie Mosley
Independent Director
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Revenue and Profits:
Net Sales:
346 Million
(Quarterly Results - Sep 2024)
Net Profit:
-2 Million
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Industry

Packaged Software

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Market cap

USD 3,488 Million (Small Cap)

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P/E

86.00

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Industry P/E

NA

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Dividend Yield

49,364.79%

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Debt Equity

1.33

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Return on Equity

7.72%

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Price to Book

6.62