Unidentified Analyst This is Madeline on for Mike. Can you share some trends you're seeing in the data and analytics business in terms of new user growth trends, utilization and yield per user? And maybe also discuss the sales cycle and renewal time lines you're seeing in that business today as well. Bill Crager Overall, the data business, what we saw last year was we have signed a significant number of new logos. We have increased our users on the data platform, lowered yield per user as we saw higher comp ...

| --- | --- | --- | |-------------------------------------------------------------|-------|-------| | | | | | | | | | | | | | | | | | 3Q 2022 Earnings Supplemental Presentation November 8, 2022 | | | | | | | 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," "wil ...

Envestnet, Inc. (NYSE:ENV) Q3 2022 Results Conference Call November 8, 2022 5:00 PM ET Company Participants Brian Shipman - Head, IR Bill Crager - CEO Pete D’Arrigo - CFO Conference Call Participants Devin Ryan - JMP Securities Alex Kramm - UBS Surinder Thind - Jefferies Peter Heckmann - D.A. Davidson Jeff Schmitt - William Blair Patrick O’Shaughnessy - Raymond James Ryan Bailey - Goldman Sachs Operator Greetings. Welcome to Envestnet Third Quarter 2022 Earnings Conference Call. [Operator Instructions] Plea ...

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, 2022 ☐ 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 jur ...

Envestnet, Inc. (NYSE:ENV) Q2 2022 Earnings Conference Call August 4, 2022 5:00 PM ET Company Participants Brian Shipman - Head of Investor Relations Bill Crager - Chief Executive Officer Pete D’Arrigo - Chief Financial Officer Conference Call Participants Devin Ryan - JMP Securities Alex Kramm - UBS Surinder Thind - Jefferies Patrick O'Shaughnessy - Raymond James Operator Greetings, and welcome to Envestnet's Second Quarter 2022 Earnings Conference Call. [Operator Instructions] As a reminder, this conferen ...

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, 2022 ☐ 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 jurisdic ...

Envestnet, Inc. (NYSE:ENV) Q1 2022 Earnings Conference Call May 5, 2022 5:00 PM ET Company Participants Brian Shipman – Head of Investor Relations Bill Crager – Chief Executive Officer Pete D’Arrigo – Chief Financial Officer Conference Call Participants Devin Ryan – JMP Securities Michael Young – Truist Securities Alex Kramm – UBS Ryan Bailey – Goldman Sachs Chris Donat – Piper Sandler Surinder Thind – Jefferies Patrick O’Shaughnessy – Raymond James Operator Greetings, and welcome to the Envestnet First Qua ...

1Q 2022 Earnings Supplemental Presentation May 5, 2022 © 2022 Envestnet, Inc. All rights reserved. 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," ...

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, 2022 ☐ 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 jurisdi ...

4Q 2021 Earnings | --- | --- | --- | --- | |---------------------------|-------|-------|-------| | | | | | | Supplemental Presentation | | | | | | | | | | February 24, 2022 | | | | | | | | | | | | | | 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," "sh ...