Question 1

What does Envestnet do?

Accepted Answer

Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.

Question 2

In what sectors does Envestnet operate?

Accepted Answer

Envestnet operates in Financial Services, FinTech, Wealth Management.

Question 3

How many companies has Envestnet acquired?

Accepted Answer

Envestnet has made 16 acquisitions between 2011-2022, with a total disclosed deal value of $1.4B.

Question 4

How many acquisitions does Envestnet make in a year?

Accepted Answer

Over the last 5 years, Envestnet has made about 1.6 acquisitions per year.

Question 5

What companies are owned by Envestnet?

Accepted Answer

Companies acquired by Envestnet include Redi2, 401kplans.com, Truelytics, Harvest Savings & Wealth Technologies, Apprise Labs, FinBit.io, TXN, MoneyGuidePro, and 8 more.

Question 6

What are Envestnet's major acquisitions?

Accepted Answer

Envestnet's largest acquisitions include Yodlee ($590.0M, 2015), MoneyGuidePro ($500.0M, 2019), TXN ($91.8M, 2019), Placemark Investments ($66.0M, 2014).

Question 7

What is Envestnet's largest acquisition?

Accepted Answer

Envestnet's largest disclosed acquisition is Yodlee for $590.0M (2015).

Question 8

What was Envestnet's first acquisition?

Accepted Answer

Envestnet's first recorded acquisition was FundQuest Inc. in 2011 for $24.4M.

Question 9

What was Envestnet's most recent acquisition?

Accepted Answer

Envestnet's most recent acquisition is Redi2, announced July 2022.

Question 10

What is the average deal size for Envestnet acquisitions?

Accepted Answer

The average disclosed deal size for Envestnet acquisitions is $172.4M.

Question 11

What is the median deal size for Envestnet acquisitions?

Accepted Answer

The median disclosed deal size for Envestnet acquisitions is $60.0M. The median is often lower than the average because a few very large deals pull the average up.

Question 12

How much has Envestnet spent on acquisitions?

Accepted Answer

Envestnet has spent at least $1.4B across its disclosed acquisitions (of 16 total deals; some prices are undisclosed).

Question 13

Which sector has Envestnet spent the most on?

Accepted Answer

Envestnet has committed the most disclosed capital to Financial Services companies — about $1.2B across its deals in that sector.

Question 14

What sectors does Envestnet usually acquire in?

Accepted Answer

Envestnet most frequently acquires companies in Financial Services, Software, Finance.

Question 15

In which sector has Envestnet made the most acquisitions?

Accepted Answer

Envestnet has made the most acquisitions in the Financial Services sector.

Question 16

In which year did Envestnet make the most acquisitions?

Accepted Answer

Envestnet made the most acquisitions in 2015, with 4 deals.

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