Award Recognition Comes as Envestnet –the Industry's Leading Connected Wealth Management Platform – Celebrates 25 Years of Empowering Advisors to Deliver Holistic Financial Advice BERWYN, Pa., March 8, 2024 /PRNewswire/ -- Envestnet | PMC announced today that it has won a WSR Wealth Exemplar Award for Asset Management Platform of the Year. This award recognizes companies with a significant presence in the wealth management industry that operate as third-party asset managers and serve B2B wealth management p ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________ FORM 10-K _________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-34835 _________________________________________ Envestnet, Inc. (Exact name of registr ...

Envestnet, Inc. (ENV) reported impressive fourth-quarter 2023 results, with earnings and revenues beating the Zacks Consensus Estimate.The stock has gained 8.3% since the earnings release on Feb 22, 2024, in response to the better-than-expected results.ENV’s earnings per share (EPS), excluding $4 from non-recurring items, were 65 cents, surpassing the consensus estimate by 22.6%. The bottom line increased 44.4% from the year-ago quarter.Total revenues of $317.6 million beat the consensus estimate by 1.7%. T ...

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For the quarter ended December 2023, Envestnet (ENV) reported revenue of $317.63 million, up 8.5% over the same period last year. EPS came in at $0.65, compared to $0.45 in the year-ago quarter.The reported revenue represents a surprise of +1.73% over the Zacks Consensus Estimate of $312.24 million. With the consensus EPS estimate being $0.53, the EPS surprise was +22.64%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine th ...

Envestnet (ENV) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.45 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 22.64%. A quarter ago, it was expected that this financial services firm would post earnings of $0.54 per share when it actually produced earnings of $0.56, delivering a surprise of 3.70%.Over the last four quarters, the ...

See How Unified Client Portal, Trading Experience, and Integration Advancements to Envestnet's Industry-Leading Wealth Management Platform Can Power Your Business and Drive Advisor Productivity BERWYN, Pa., Jan. 29, 2024 /PRNewswire/ -- Envestnet, an industry-leading provider of advanced technology, solutions, and insights for the wealth management industry, is showcasing its new advisor experience and premier Wealth Management Platform to independent financial services firms at the FSI OneVoice conference ...

Advisors using Envestnet | MoneyGuide will now have the ability to offer clients digital term life insurance via a fast & seamless digital experience BERWYN, Pa., Jan. 24, 2024 /PRNewswire/ -- Today at the T3 Technology Conference, Ladder, the insurtech offering digital, flexible life insurance in minutes announced an integration with Envestnet | MoneyGuide, a leading financial planning software company serving over 107,000 financial advisors. This will empower more financial advisors with the capabilities ...

BERWYN, Pa., Jan. 22, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated wealth management solutions, is proud to announce the launch of its new RIA consulting capability, the RIA Growth Lab. This innovative offering aims to enable the growth and productivity of RIAs by providing comprehensive practice valuation consulting services, leveraging cutting-edge technology to deliver actionable insights. With the wealth management landscape constantly evolving, Envestnet recognizes the need for RIAs ...

Expand Your Advisory Practice at T3 Las Vegas: Experience Envestnet's Premier Platform Through Interactive Demos, Keynotes and Sessions BERWYN, Pa., Jan. 22, 2024 /PRNewswire/ -- Envestnet has changed the game in wealth management, since launching in 1999 it has evolved into a leading provider of integrated technology, intelligent data, and wealth solutions, now serving over 95% of the largest wealth management and brokerage firms and more than 107,000 financial advisors. In 2024, Envestnet celebrates 25 ye ...