Envestnet, Inc. (ENV) Research

Envestnet, Inc., through its various subsidiaries, offers a comprehensive range of wealth management software and related services to clients both within the United States and internationally. The company operates primarily across two key divisions: Envestnet Wealth Solutions and Envestnet Data & Analytics. Its core offerings include: Envestnet | Enterprise: A holistic, open-architecture platform for wealth management that integrates data aggregation, reporting functionalities, advanced analytics, and digital advisory tools. Envestnet | Tamarac: Specialized software providing capabilities for portfolio trading, rebalancing, accounting, performance reporting, and client relationship management. Envestnet | MoneyGuide: Solutions focused on goals-based financial planning, specifically designed for the financial services industry. Additionally, Envestnet furnishes: Envestnet | Retirement Solutions: A full suite of services supporting advisor-managed retirement plans. Envestnet | Portfolio Management Consultants (PMC): This division delivers research and expert consulting to empower advisors in crafting investment solutions for their clients, alongside specialized services for portfolio overlay and tax optimization. Underpinning many of these services is a robust data aggregation and intelligence platform, which utilizes cloud-based innovations to support digital financial services. Envestnet, Inc. was established in 1999 and is headquartered in Chicago, Illinois.

Market snapshot

Symbol
ENV
Price
$63.14
Market cap
$3.5B
P/E ratio
-14.40x
Sector
Technology
Industry
Software - Application
Analyst price target
$67.86

Peer companies

  • Alteryx, Inc. (AYX)
  • Cvent Holding Corp. (CVT)
  • Duck Creek Technologies, Inc. (DCT)
  • EngageSmart, Inc. (ESMT)
  • ZoomInfo Technologies Inc. (GTM)
  • Instructure Holdings, Inc. (INST)
  • PowerSchool Holdings, Inc. (PWSC)
  • Paycor HCM, Inc. (PYCR)

Recent insider activity

  • Wolfe Lauren Taylor — D-Return (4188871 shares) on 2024-11-25
  • Aguilar Luis A — D-Return (23161 shares) on 2024-11-25
  • Aguilar Luis A — D-Return (1745 shares) on 2024-11-25
  • Majoros Matthew — D-Return (14996 shares) on 2024-11-25
  • CROWELL GAYLE A — D-Return (3852 shares) on 2024-11-25

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