Envestnet 

35 East Wacker Drive, 24th Floor

Chicago, IL, 60601, USA

+1 866-924-8912

http://www.envestnet.com

312

Recent Developments

Acquired Yodlee in 2015 to help strengthen its wealth management offerings.

Overview

Ownership: Public - NYSE: ENV

Employees: Edit

Functional Market: ERP Services and Operations Management,

Key Verticals: Banking and Financial Services,

Envestnet  Key Enterprise & Cloud Applications

Envestnet Prima - Wealth management solutions for investment advisors ( Wealth Management, Multi-Manager Portfolios, Retirement Plan, PrimaGuide Plus ), Envestnet PMC - Proprietary investment solutions such as Managed Account and Multi-Manager Portfolios ( Separately Managed Accounts, Unified Managed Accounts, Manager Blend Portfolios, Multi-Manager Accounts ), Mutual Fund Portfolios ( PMC Funds, PMC SIGMA Mutual Fund Solution, PMC Select Portfolios for Small Accounts, PMC Enhanced Portfolio Strategies, Ultra Short-Term Fixed Income Portfolio ), ETF Portfolios - Envestnet|PMC also offers pre-packaged portfolios of ETFs, ranging from products that simply track movements in a specified securities index to tailored products that are designed to outperform broad market indexes by focusing on expected increases in the value of securities issued by certain companies or issuers in specified industries; Envestnet Tamarac ( Advisor Xi, Advisor View, Advisor CRM, Advisor Rebalancing Advisor OMS ) - Portfolio and Practice Management Suite; Envestnet Vantage - Aggregated Performance Reporting ( Performance reporting, Data Management, Data Aggregation )

SCORES Analysis

Envestnet  Strengths

Envestnet, together with its subsidiaries, provides integrated wealth and practice management software, reporting solutions and services to financial advisors and institutions in the United States and internationally.

 

In March 2016, Envestnet Yodlee, cloud-based innovation for digital financial services, announced that it has launched the Envestnet | Yodlee Aggregation Platform on the Salesforce AppExchange, providing financial institutions with a single, comprehensive view of held-away financial data combined with CRM to holistically manage clients' financial lives.

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  • Key differentiators
  • Domain Expertise
  • Product portfolio
  • Solution scope

Envestnet  Revenues, $M:

Type/Year20112012201320142015YoY Growth, %
Total Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe
Enterprise Applications Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe
Cloud Applications Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe

* Enterprise Applications Revenues = License + Support & Maintenance + SaaS
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.

Envestnet  Revenue Breakdown By Type, $M:

TypeLicenseServicesHardwareSupport & MaintenanceSaaS
% of Total Revenues Subscribe Subscribe Subscribe Subscribe Subscribe
Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe

Envestnet  Revenues By Region, $M

Region% of Total Revenues2015 Total Revenues, $M2015 Enterprise Applications Revenues, $M2015 Cloud Applications Revenues, $M
Americas Subscribe Subscribe Subscribe Subscribe
EMEA Subscribe Subscribe Subscribe Subscribe
APAC Subscribe Subscribe Subscribe Subscribe
Total Subscribe Subscribe Subscribe Subscribe

Envestnet  2015 Direct vs Indirect sales

RegionDirect SalesIndirect SalesTotal
Type % Subscribe Subscribe Subscribe
Revenues, $M Subscribe Subscribe Subscribe

Envestnet  Customers

No. of Customers: Subscribe

No. of Enterprise Applications Customers: Subscribe

No. of Cloud Customers: Subscribe

No. of Cloud Subscribers: Subscribe

Don't Miss our Customer Database


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  • Reference wins across regions
  • Customer Size segments
  • Customer wins momentum

Envestnet  Opportunities

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  • Market Opportunities at the vertical and subvertical levels
  • Mergers and Acquisitions (M&A), Funding
  • Geo Expansions

Envestnet  Risks

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  • Ability to handle internal and external risk and challenges

Envestnet  Ecosystem

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  • Health of ecosystem
  • Network Effects of BPO, ISV, SI
  • VAR Partners
  • Direct vs Indirect sales

Envestnet  Cloud Infrastructure Insights

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  • Cloud Infrastructure (IaaS)
  • Cloud Platform (PaaS)
  • Cloud Application delivery (SaaS)
  • Data Center (Hosting)

Research Methodology

Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.


Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).




For additional information on our methodologies, here's the link:

https://www.appsruntheworld.com/
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