Envestnet
Provides integrated portfolio, practice management and reporting solutions to financial advisors and institutions.
Launch date
Employees
Market cap
CAD4.7b
Enterprise valuation
CAD5.9b (Public information from Sep 2024)
Share price
$62.5 ENV
Chicago Illinois (HQ)
Financials
Estimates*
| USD | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Revenues | 998m | 1.2b | 1.2b | 1.2b | 1.4b | 1.5b | 1.7b |
| % growth | 11 % | 19 % | 4 % | - | 11 % | 9 % | 14 % |
| EBITDA | 133m | 158m | 64.5m | 113m | 314m | 361m | 449m |
| % EBITDA margin | 13 % | 13 % | 5 % | 9 % | 23 % | 24 % | 26 % |
| Profit | (3.1m) | 13.3m | (80.9m) | (239m) | (37.0m) | 76.9m | 100m |
| % profit margin | - | 1 % | (7 %) | (19 %) | (3 %) | 5 % | 6 % |
| EV / revenue | 4.8x | 4.0x | 3.3x | 2.8x | 3.0x | 2.6x | 2.1x |
| EV / EBITDA | 36.1x | 30.0x | 63.9x | 30.9x | 13.2x | 11.0x | 8.0x |
Source: Dealroom estimates
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | N/A | - | |
N/A | Growth Equity VC | ||
* | N/A | Growth Equity VC | |
$40.0m | Debt | ||
| N/A | $68.0m | IPO | |
| N/A | N/A | Debt | |
$68.0m | Post IPO Equity | ||
* | N/A | $450m | Post IPO Convertible |
* | $289m | Post IPO Equity | |
* | N/A | $575m | Post IPO Debt |
* | $4.5b Valuation: $4.5b | Buyout | |
| Total Funding | - | ||
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Investments by Envestnet
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ACQUISITION by Envestnet Jul 2014
ACQUISITION by Envestnet Aug 2019
ACQUISITION by Envestnet Feb 2012
ACQUISITION by Envestnet Aug 2015
ACQUISITION by Envestnet Sep 2017
exited
ACQUISITION by Envestnet Feb 2015
ACQUISITION by Envestnet Aug 2015
