ENVESTNET, INC. (ENV)

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through Envestnet Wealth Solutions and Envestnet Data and Analytics segments. The Envestnet Wealth Solutions segment provides unified wealth management software and services to empower financial advisors and institutions. The Envestnet Data and Analytics segment is involved in data aggregation and a data analytics platform powering dynamic, cloud-based innovation for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg, William C. Crager, and Brandon Rockwell Thomas in 1999 and is headquartered in Berwyn, PA.

Address

1000 CHESTERBROOK BOULEVARD
BERWYN, PA 19312

Founded

1999

Number of Employees

3,100

Website

http://www.envestnet.com

Buyback

Buyback Data 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
$ Amount Purchased
($ in 000s )		 $2,065 $6,812 $8,666 $13,710 $19,306 $14,443 - $4,001 $94,997 - - $20,500
Average Price $43.09 $54.26 $26.63 $39.48 $55.99 $63.23 - $72.10 $60.52 - - $53.87
# Shares Purchased 47,929 125,550 325,400 347,296 344,823 228,415 - 55,488 1,569,642 - - 380,568
Buyback Performance 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
Total Return to Date 43.9% 14.3% 132.8% 57.1% 10.7% -1.9% - -14.0% 2.4% - - 15.1%
S&P 500 Return to Date 181.9% 173.0% 168.6% 129.7% 104.9% 93.1% - 31.7% 37.3% - - 115.0%
Excess Total Return -138.0% -158.7% -35.8% -72.7% -94.1% -95.1% - -45.7% -34.8% - - -99.9%
Quartile Rank
Percentile Rank 45% 37% 66% 58% 42% 34% - 35% 49% - - 52%
Buyback returns calculated using weighted average buyback price over the last 10 years and comparing to current day stock price value. S&P 500 used as benchmark for excess return.

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