Envestnet(ENV) has had an impressive run on the bourses over the past three-month period, gaining 20.5% and outperforming its industry’s 10.1% growth.Reasons Why ENV is an Attractive Pick NowSolid Rank: ENVcurrently sports a Zacks Rank #1 (Strong Buy). Our research shows that stocks with a Zacks Rank of 1 or 2(Buy) offer attractive investment opportunities. Thus, the company appears to be a compelling investment proposition at the moment.Positive Earnings Surprise: Envestnet has had an impressive earning su ...

Crager to Continue with Envestnet as a Senior Advisor effective March 31, 2024 Board of Directors to Initiate a Search for a Successor Board Chair James L. Fox to serve as interim CEO effective April 1, 2024 Company Reaffirms Fourth Quarter and Full Year Guidance BERWYN, Pa., Jan. 8, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) ("Envestnet" or "the Company"), today announced that Bill Crager has made the decision to transition from the role of CEO effective March 31, 2024. Beginning April 2024, Crager w ...

Hi, good. Michael Cho Hi, good evening guys. Hi. Thanks for taking my question. I guess my first question, I appreciate all the color around, the expenses and the '24 kind of initial thoughts. I guess I was just kind of just curious if you know if you could elaborate a bit more in terms of kind of how we should think about margin progression, over the course of '24 as you think about the 25% targets for 2025. And I think Bill, you mentioned that $60 million kind of run rate savings. And Josh, I think you sa ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34835 Envestnet, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of inco ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34835 Envestnet, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpora ...

| --- | --- | --- | |----------------------------------------------------|-----------------------------------|--------| | | | | | Illustrative Market Impact Model ($ in millions) | Assumptions | | | Total Revenue | 1Q23 revenue, annualized | $1,196 | | x % asset-based | ~60% of total revenue | 60% | | x % Blended Market Change (a) | See below calculation | -5% | | = Revenue impact | | ($36) | | - Impact on asset-based direct expenses | ~60% of asset-based revenue | ($22) | | = Impact on Adjusted EBITDA (1) ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34835 Envestnet, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpor ...

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, 2022 ☐ 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 ...

The Ecosystem for Financial Wellness Investor Presentation Summer • Fall 2020 Safe Harbor Disclosure 3 This presentation contains forward-looking statements. These forward-looking statements include, in particular, statements about our plans, strategies and prospects. These statements are based on our current expectations and projections about future events. The words "may," "will," "should," "expect," "scheduled," "plan," "seek," "intend," "anticipate," "believe," "estimate," "aim," "potential" or "continu ...