INVESTORS RESOURCES ABOUT ESG FINANCIAL INFO STOCK INFO SEC FILINGS GOVERNANCE INVESTOR RELATIONS EMPOWERING CLIENTS WITH INNOVATIVE TECHNOLOGY Envestnet provides intelligent systems to the nation’s largest banks and registered investment advisers. Our innovative technology and services allow clients to achieve improved financial outcomes and make financial wellness attainable. VIEW PRESENTATION VIEW DETAILED STOCK INFORMATION LATEST NEWS VIEW ALL NEWS Nov 16, 2021 • 4:15 PM EST Envestnet & SIMON Partner to Enable Advisors to Offer Structured Investments as Fee-Based Solutions VIEW PRESS RELEASE Nov 8, 2021 • 4:05 PM EST Envestnet Reports Third Quarter 2021 Financial Results Nov 1, 2021 • 8:38 AM EDT Envestnet Welcomes Dawn Newsome as Chief Business Operations Officer Oct 29, 2021 • 4:05 PM EDT Envestnet Announces Resignation of Anil Arora Latest Presentation Nov 8, 2021 Q3 2021 Earnings Supplemental Presentation VIEW PRESENTATION VIEW ALL Recent Event Nov 8, 2021 5:00 pm EST Q3 2021 Earnings Conference Call VIEW EVENT VIEW ALL LATEST FINANCIAL RESULTS Q3 2021 For quarter ending Sep 30, 2021 Earnings Release PDF HTML AUDIO Earnings Webcast 10-Q Filing PDF HTML XBRL ZIP XLS HTML Supplemental Presentation PDF $303.1M Total revenues increased 20% to $303.1 million for the third quarter of 2021 from $252.6 million for the third quarter of 2020. 20% Adjusted revenues* for the third quarter of 2021 increased 20% to $303.1 million from $252.7 million for the prior year period. 2% Adjusted EBITDA* for the third quarter of 2021 decreased 2% to $66.2 million from $67.6 million for the prior year period. $0.61 Adjusted net income per diluted share* for the third quarter of 2021 decreased 15% to $0.61 from $0.72 in the third quarter of 2020. Source: 10-Q Q3 2021 For complete information regarding our financials, see our periodic filings * Non-GAAP Financial Measures. View full reconciliation. Latest Annual Filing For Fiscal Year Ending Dec 31, 2020 VIEW 10-K Sign Up For Email Alerts Receive updates straight into your inbox SIGN UP TODAY EMPOWERING FINANCIAL ADVISORS WITH INNOVATIVE TECHNOLOGY Envestnet, Inc. is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 103,000 advisors and more than 4,900 companies including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage the Envestnet platform to grow their business and client relationships. VIEW LEADERSHIP TEAM VIEW BOARD OF DIRECTORS ENVESTNET, INC. AT A GLANCE 30M+ Paid subscribers $5.4T+ Total Platform Assets 17K+ Data Sources ~108K Advisors As of September 30, 2021 • 10-Q Q3 2021 REVENUE BREAKDOWN FOR THE FIRST 9 MONTHS OF FISCAL YEAR 2021 Revenue by Type 59% Asset Based (Recurring) 39% Subscription Based (Recurring) 2% Professional Services Source: 10-Q for the quarter ended Sep 30, 2021 DIVE DEEPER INTO THE ENVESTNET PLATFORM Unified Wealth Solutions Comprehensive Data & Analytics IR CONTACTS Company Envestnet, Inc. 35 East Wacker Drive Suite 2400 Chicago, IL 60601 Investor Relations 35 East Wacker Drive Suite 2400 Chicago, IL 60601 T: 312-827-3940 investor.relations@envestnet.com Transfer Agent American Stock Transfer & Trust Company, LLC. Email Alerts Contacts RSS News Feed © 2021 Envestnet, Inc. All Rights Reserved. Privacy Policy Disclaimer Sitemap Market Data copyright © 2021 QuoteMedia. Data delayed 15 minutes unless otherwise indicated (view delay times for all exchanges). RT=Real-Time, EOD=End of Day, PD=Previous Day. Market Data powered by QuoteMedia. Terms of Use.