4Q 2020 Earnings Supplemental Presentation February 25, 2021 Safe Harbor Disclosure 2 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," "could," "expect," "scheduled," "plan," "seek," "intend," "anticipate," "believe," "estimate," "aim," "potential" or "continue" or th ...

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, 2020 ☐ 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 ...

3Q 2020 Earnings Supplemental Presentation November 5, 2020 Safe Harbor Disclosure 2 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," "could," "expect," "scheduled," "plan," "seek," "intend," "anticipate," "believe," "estimate," "aim," "potential" or "continue" or the ...

Envestnet, Inc. (NYSE:ENV) Q3 2020 Earnings Conference Call November 5, 2020 5:00 PM ET Company Participants Chris Curtis – Division Chief Financial Officer and Head-Investor Relations Bill Crager – Chief Executive Officer Pete D’Arrigo – Chief Financial Officer Conference Call Participants Devin Ryan – JMP Securities Surinder Thind – Jefferies Alex Kramm – UBS Will Cuddy – JPMorgan Peter Heckmann – Davidson Chris Shutler – William Blair Chris Donat – Piper Sandler Operator Good day, everybody, and welcome ...

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, 2020 ☐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) Delaware 20-1409613 (State or other juris ...

业绩总结 - Envestnet在2019年的调整后收入为9.09亿美元，调整后EBITDA为1.93亿美元[6] - 2020年第二季度总收入为235,313千美元，同比增长4.0%[47] - 调整后收入为235,390千美元，同比增长3.0%[47] - 2020年上半年调整后净收入为173,515千美元，同比增长3.0%[47] - 2020年第二季度调整后EBITDA为55,808千美元，同比增长29.1%[47] - 2020年第二季度净亏损为5,471千美元，较2019年同期的净收入613千美元下降[47] 用户数据 - Envestnet的总平台资产超过3.8万亿美元，投资者账户超过1230万个[17] - Envestnet的终端客户采用人数超过2700万，数据来源超过17000个[17] - 注册投资顾问（RIA）服务的客户数量增加了57%，业务规模扩大了78%，实践收入/产出提高了46%[26] - 独立经纪商（IBD）服务的客户数量增加了44%，业务规模翻倍，实践收入/产出提高了73%[26] - 银行经纪商/信托的客户管理时间增加了20%，实践收入提高了76%[26] 市场展望 - Envestnet在财富管理市场的规模为20万亿美元，处于快速增长的市场中[4] - 数据与分析市场的总可寻址市场为60亿美元，推动了对金融科技能力的需求[31] - Envestnet的财富业务在一个390亿美元的总可寻址市场中运营[29] 收入结构 - Envestnet的收入按类型分为97%为经常性收入，3%为一次性收入[6] - Envestnet的收入按细分市场分为19%来自财富管理，81%来自数据与分析[6] - 约85-90%的收入按季度提前计费，确保了收入的可预测性[36] 负面信息 - 假设10%的股市下跌，预计对总收入的影响为3-4%[44] - 10%的股市下跌将对调整后的EBITDA产生7-8%的影响[45] 其他信息 - Envestnet的客户包括500多家最大的注册投资顾问（RIA）和4900多家企业[6] - Envestnet的技术平台为所有关键顾问应用提供安全、无缝的第三方连接[4] - Envestnet的市场领先地位得益于其独特的网络和数据创新能力[12] - Envestnet的战略收购和整合能力提升了调整后EBITDA和运营利润率[11]

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, 2020 ☐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) Identification No.) 20-1409613 (I.R.S Employer ...

Envestnet, Inc. (NYSE:ENV) Q2 2020 Earnings Conference Call August 6, 2020 5:00 PM ET Company Participants Chris Curtis - Division CFO and Head of Investor Relations Bill Crager - Chief Executive Officer Pete D'Arrigo - Chief Financial Officer Conference Call Participants Devin Ryan - JMP Securities Chris Shutler - William Blair & Company Will Cuddy - JPMorgan Christopher Donat - Piper Sandler Patrick O'Shaughnessy - Raymond James Operator Greetings, and welcome to the Envestnet Second Quarter 2020 Earnings ...

2Q 2020 Earnings Supplemental Presentation August 6, 2020 Safe Harbor Disclosure 2 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 "continue" or the negative o ...

The Operating System for Financial Wellness Investor Presentation Spring • Summer 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 ...