The company's competitors: BLK, BK, STT, NTRS, TROW, BEN, SEIC, IVZ, JHG, AMG, VCTR, AB, FHI, APAM, NOAH, ALTI, NML, DHIL, HYI, AEF, NHS, NRO, SAMG, WHG, NAZ, SBI, GDO, GROW, PWM, AMK, HYW, AURE

GURU.Markets stock price, segment price, and overall market index valuation

The company's share price ENV

Envestnet is a leading technology platform for financial advisors. Its stock price reflects the growth of the asset management industry and stable revenue from fees based on the volume of assets on its platform.

Share prices of companies in the market segment - General asset management

Envestnet, Inc. is a leading fintech company providing a wealth management technology platform used by financial advisors and banks. We've categorized it as "General Wealth Management." The chart below illustrates how digitalization is changing the financial advice industry.

Broad Market Index - GURU.Markets

Envestnet is a leading technology platform for financial advisors, providing tools for asset management and financial planning. Its key role in this industry makes it a key component of the GURU.Markets index. The chart below represents the entire market. Find out how Envestnet compares to it.

Change in the price of a company, segment, and market as a whole per day

ENV - Daily change in the company's share price ENV

Envestnet, Inc.'s daily stock price fluctuations reflect the volatility of the asset management industry. The metric demonstrates sensitivity to stock market conditions and demand for its technology platform from financial advisors.

Daily change chart of the company's share price ENV
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Daily change in the price of a set of shares in a market segment - General asset management

Envestnet is a leading provider of technology solutions and analytics for the wealth management industry. The company's success is driven by activity in financial markets. The chart below shows volatility in the fintech sector, which helps assess ENV's performance.

Graph of daily price changes for a set of shares in a market segment - General asset management
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Daily change in the price of a broad market stock, index - GURU.Markets

Envestnet is one of the leading technology platforms for financial advisors. Its business serves as a barometer of the wealth management industry's health. Its stock price reflects these cycles and is part of the overall market sentiment picture.

Daily chart of changes in the price of broad market stocks, index - GURU.Markets
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Dynamics of market capitalization of the company, segment and the market as a whole over 12 months

Annual dynamics of the company's market capitalization ENV

Envestnet, Inc.'s year-over-year performance tells the story of its dominant platform for financial advisors. Its 12-month market cap growth reflects the influx of new assets and advisors into its ecosystem. Its valuation is a bet that independent advisors will continue to use its comprehensive portfolio management solutions.

Chart of the annual dynamics of the company's market capitalization ENV
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Annual dynamics of market capitalization of the market segment - General asset management

Envestnet, Inc. is a leading asset management technology platform used by thousands of financial advisors. Its growth is fueled by the digitalization trend in financial advisory services. This chart shows how its asset-based model and the state of the stock markets influence its outperformance.

Graph of annual dynamics of market capitalization of a market segment - General asset management
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Annual dynamics of market capitalization of broad market stocks, index - GURU.Markets

Envestnet, a technology platform for financial advisors, reflects two trends in its performance: market growth and the digitalization of wealth management. Its shares outperform the S&P 500 when markets rise and assets under management increase, and its platform attracts more advisors.

Chart of the annual dynamics of the market capitalization of broad market stocks, index - GURU.Markets
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Dynamics of market capitalization of the company, segment and the market as a whole for the month

Monthly dynamics of the company's market capitalization ENV

Envestnet is a leading technology platform for financial advisors. Its monthly performance is driven by asset inflows to its platform and stock market performance. Growing the number of advisors using the platform is key.

Chart of monthly dynamics of the company's market capitalization ENV
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Monthly dynamics of market capitalization of the market segment - General asset management

Envestnet, Inc. is a leading technology platform for financial advisors. It provides them with tools for client portfolio management, financial planning, and analytics. The dynamics of the wealth management sector reflect trends toward digitalization and the growing role of independent advisors, which is a tailwind for Envestnet's business.

Chart of monthly dynamics of market capitalization of a market segment - General asset management
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Monthly dynamics of market capitalization of broad market stocks, index - GURU.Markets

Envestnet, Inc. is a leading technology platform providing comprehensive asset management solutions for financial advisors. Its revenue is directly dependent on the assets held on the platform. The broad market chart is a good barometer for directly comparing how ups and downs in the stock market and the influx of client funds impact its financial performance.

Chart of monthly dynamics of market capitalization of broad market stocks, index - GURU.Markets
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Dynamics of market capitalization of the company, segment and the market as a whole for the week

Weekly dynamics of the company's market capitalization ENV

Envestnet, Inc. is a leading technology platform for financial advisors. Its weekly stock price is a barometer for the wealth management industry. The state of the stock markets and advisor activity directly impact its revenue.

Chart of the weekly dynamics of the company's market capitalization ENV
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Weekly dynamics of market capitalization of the market segment - General asset management

Envestnet is a leading technology platform for financial advisors. Its success depends on the state of the stock market (which impacts assets under management) and the number of advisors using its software. This chart compares Envestnet's performance with the asset management sector and helps us understand the strength of its technological advantages.

Weekly market capitalization dynamics chart for a market segment - General asset management
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Weekly dynamics of market capitalization of stocks of the broad market, index - GURU.Markets

Envestnet is a fintech platform for financial advisors. Its revenue depends on the platform's asset volume and the stock market. This chart shows how closely the company's stock correlates with the S&P 500 index.

Weekly market capitalization chart of broad market stocks, index - GURU.Markets
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Market capitalization of the company, segment and market as a whole

ENV - Market capitalization of the company ENV

Envestnet's market capitalization reflects its leadership in providing technology platforms for financial advisors. Its chart shows how investors value its ecosystem, which has become the standard for many independent advisors and banks. This is a bet on the growth of the asset management industry.

Company market capitalization chart ENV
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ENV - Share of the company's market capitalization ENV within the market segment - General asset management

Envestnet is a leading technology platform for financial advisors. Its market share in the asset management and fintech sectors is enormous. Its market capitalization reflects its dominant position: thousands of advisors use its software to manage client portfolios, making it a key element of the industry's infrastructure.

Company Market Capitalization Share Chart ENV within the market segment - General asset management
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Market capitalization of the market segment - General asset management

Here's a chart showing the market capitalization of the fintech sector. Envestnet is a leading platform providing technology, data, and investment solutions for financial advisors. The size of this market reflects how technology is transforming the wealth management industry, and Envestnet is a key architect of this process.

Market segment market capitalization chart - General asset management
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Market capitalization of all companies included in a broad market index - GURU.Markets

Envestnet is a leading technology platform for financial advisors, providing them with wealth management and financial planning tools. Its market capitalization reflects its central role in the industry. The chart below shows the importance of fintech for advisors.

A chart of the market capitalization of all companies included in the broad market index. - GURU.Markets
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Book value capitalization of the company, segment and market as a whole

ENV - Book value capitalization of the company ENV

Envestnet's foundation is its leading technology platform, used by thousands of financial advisors to manage their clients' portfolios. This chart tells the story of a wealthtech leader building its largely intangible foundation through technology investments and acquisitions of other fintech companies.

Company balance sheet capitalization chart ENV
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ENV - Share of the company's book capitalization ENV within the market segment - General asset management

Envestnet is a leading technology platform for financial advisors. The chart shows its share of physical IT assets. Its infrastructure consists of powerful data centers, which serve as the technological core connecting thousands of advisors and millions of investors.

Chart of the company's book capitalization share ENV within the market segment - General asset management
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Market segment balance sheet capitalization - General asset management

Envestnet provides technology solutions for financial advisors. Their business isn't about money management, but rather about building a platform. A chart of their book value shows that their tangible assets (offices, data centers) are small compared to the scale of the financial industry they serve.

Market segment balance sheet capitalization chart - General asset management
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Book value of all companies included in the broad market index - GURU.Markets

Envestnet's assets include not only software but also a global network of offices and powerful data centers, which form the physical foundation of their financial advisory platform. The chart shows how this technological foundation has grown.

Chart of book value of all companies included in the broad market index - GURU.Markets
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The ratio of market capitalization to book capitalization of a company, segment, and the market as a whole

Market capitalization to book capitalization ratio - ENV

Envestnet is a major technology platform for financial advisors. Its value lies in its software and vast user network, not in its physical assets. The chart will show the premium the market is willing to pay for its dominant position and subscription model, which generates stable revenue.

Market to Book Capitalization Ratio Chart - ENV
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Market to book capitalization ratio in a market segment - General asset management

Envestnet is a leading technology and wealth management platform for financial advisors. Its value lies in its ecosystem, data, and deep integration into the workflows of thousands of advisors. The chart shows a high market valuation premium over its tangible assets, reflecting its dominant market position.

Market to book capitalization ratio chart for a market segment - General asset management
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Market to book capitalization ratio for the market as a whole

Envestnet is a leading technology platform for financial advisors. Its value lies in its software and vast user network, not in its physical assets. This chart shows a significant premium to its book valuation, typical of dominant, highly integrated platform businesses.

Market to book capitalization ratio chart for the overall market
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Debts of the company, segment and market as a whole

ENV - Company debts ENV

Envestnet provides a technology platform and analytics for financial advisors. This chart shows how the company is growing through acquisitions. Its significant debt load is the result of acquiring other companies (such as Yodlee) to create a comprehensive asset management ecosystem.

Company debt schedule ENV
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Market segment debts - General asset management

Envestnet provides technology platforms and solutions for financial advisors and asset managers. The company occupies a central position in the wealth management ecosystem. This chart shows how its growth strategy, often involving acquisitions, impacts its balance sheet compared to other fintech giants.

Market segment debt schedule - General asset management
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Market debt in general

Market debt chart as a whole
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Debt to book value of the company, segment and market as a whole

The company's debt to book capitalization ratio ENV

Envestnet provides technology platforms and analytics for financial advisors. This chart shows its debt load. For a fintech company that grows through acquisitions, it's important that the acquired assets generate sufficient cash flow to service the debt incurred to purchase them.

A graph of a company's debt to book value ENV
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Market segment debt to market segment book capitalization - General asset management

Envestnet provides technology solutions and platforms for financial advisors. This chart shows the leverage in the asset management sector. It helps understand how tech companies serving the financial industry are using capital for acquisitions and developing their comprehensive platforms.

Market segment debt to market segment book value graph - General asset management
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Debt to book value of all companies in the market

Envestnet is a leading technology platform for financial advisors. It's a fintech company with a strong market position. This chart of total market debt provides context for assessing its financial strategy, particularly in terms of acquisitions to expand its technology stack. How reliant is it on debt for growth?

Debt to book value chart of all companies in the market
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P/E of the company, segment and market as a whole

P/E - ENV

Envestnet is a leading technology platform (TAMP) providing software and solutions for financial advisors. This chart shows how investors view this key player in the wealth management ecosystem. This trend is driven by the growth of the platform's advisors and assets under management.

Schedule P/E - ENV
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P/E of the market segment - General asset management

Envestnet is a leading technology platform for financial advisors. It provides them with tools, analytics, and access to investment products, helping them manage their clients' wealth. This chart shows the average rating for asset management firms, reflecting how investors value technology that empowers financial professionals.

Market Segment P/E Chart - General asset management
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P/E of the market as a whole

Envestnet is a leading technology platform for financial advisors. It provides tools for portfolio management, financial planning, and analytics. Its revenue depends on the volume of assets on its platform, which fluctuates with the market. This chart, which reflects overall stock market performance, is a direct indicator of Envestnet's financial performance.

Overall Market P/E Chart
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Future P/E of the company, segment and market as a whole

Future (projected) P/E of the company ENV

Envestnet is a leading technology platform for financial advisors, providing tools for wealth management, financial planning, and analytics. This chart shows future revenue expectations, which depend on the growth of the asset management industry and the number of advisors using its ecosystem.

Chart of the company's future (projected) P/E ENV
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Future (projected) P/E of the market segment - General asset management

Envestnet provides technology platforms and analytics solutions for financial advisors and asset managers. This chart shows general expectations for the fintech sector. ENV's position relative to the average reflects market perceptions of its dominant position in the financial advisor ecosystem and its ability to monetize its data and platform.

Future (projected) P/E graph of the market segment - General asset management
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Future (projected) P/E of the market as a whole

Envestnet is a leading technology platform for financial advisors and asset managers. It provides tools for portfolio management, financial planning, and analytics, integrating them into a single ecosystem. This chart of overall market expectations serves as a barometer for the wealth management industry, which directly impacts Envestnet's success.

Chart of the future (projected) P/E of the market as a whole
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Profit of the company, segment and market as a whole

Company profit ENV

Envestnet is a leading technology platform for financial advisors, providing tools for portfolio management, financial planning, and analytics. Its revenue, shown in the chart, is generated through subscriptions and fees based on the volume of assets managed through its platform.

Company profit chart ENV
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Profit of companies in the market segment - General asset management

Envestnet is a leading provider of technology solutions and analytics for financial advisors and asset managers. The company's platform helps them manage client portfolios. This chart shows overall profitability in the asset management sector. It illustrates how digitalization is changing the financial advisory industry and the profitability of technology providers in this space.

Profit chart of companies in the market segment - General asset management
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Overall market profit

Envestnet provides technology solutions and platforms for financial advisors and asset managers. Its success is driven by the growth of the wealth management industry. When markets and the economy, reflected in this chart, grow, assets under management increase, directly boosting Envestnet's revenue, based on a percentage of assets.

Overall Market Profit Chart
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Future (predicted) profit of the company, segment and market as a whole

Future (projected) profit of the company ENV

Envestnet is a leading technology platform for financial advisors, providing wealth management and financial planning tools. This chart shows analysts' expectations for future profits, which are driven by the growth of the asset management industry and the number of advisors using the Envestnet platform.

Graph of future (projected) profit of the company ENV
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Future (predicted) profit of companies in the market segment - General asset management

Envestnet is a leading technology platform for financial advisors, providing them with tools for portfolio management, financial planning, and analysis. The company's success depends on the growth of the independent financial advisor industry. This chart shows forecasts for the asset management sector, helping to assess how Envestnet is benefiting from the digitalization of this sector.

Graph of future (predicted) profits of companies in a market segment - General asset management
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Future (predicted) profit of the market as a whole

Envestnet provides technology solutions and platforms for financial advisors. Its revenue is often tied to the volume of assets under management for its clients. This graph, reflecting profit expectations, correlates with stock market performance, which directly impacts assets under management and, consequently, Envestnet's revenue.

Chart of future (predicted) profits of the market as a whole
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P/S of the company, segment and market as a whole

P/S - ENV

Envestnet is a leading technology platform for financial advisors. This chart shows how the market values ​​its dominant position and subscription-based model. The high multiple reflects the belief that more and more advisors will use its ecosystem to manage their clients' assets.

Schedule P/S - ENV
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P/S market segment - General asset management

Envestnet is a leading provider of asset management technology solutions, providing platforms for financial advisors. Revenue is generated through subscriptions and commissions. This asset management sector chart helps gauge how investors view Envestnet's dominance and role in the financial advisory ecosystem.

Market Segment P/S Chart - General asset management
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P/S of the market as a whole

Envestnet provides technology platforms and analytics solutions for financial advisors and asset managers. Its products help automate workflows and improve investment management. This total market revenue valuation chart helps understand how investors value this key technology partner for the wealth management industry.

Overall Market Price/Shares Chart
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Future P/S of the company, segment and market as a whole

Future (projected) P/S of the company ENV

Envestnet is a leading technology company providing a platform for financial advisors that helps them manage clients' assets, create financial plans, and analyze data. This chart shows how investors estimate future revenue from a subscription to its platform, reflecting the growth of the wealth management industry.

The graph of the company's future (projected) P/S ENV
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Future (projected) P/S of the market segment - General asset management

Envestnet is a leading provider of technology platforms and analytical tools for the asset management industry, serving thousands of financial advisors. The company's valuation reflects its central position in the financial services ecosystem, the growth of assets on its platform, and the industry's shift toward more comprehensive and technologically advanced solutions.

Future (projected) P/S market segment graph - General asset management
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Future (projected) P/S of the market as a whole

Envestnet, Inc. is a leading technology platform for financial advisors. Its growth depends on the health of the asset management industry. This chart reflects general expectations, and Envestnet provides the tools advisors use to help clients navigate them.

Chart of the future (projected) P/S of the market as a whole
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Sales of the company, segment and market as a whole

Company sales ENV

Envestnet is a leading provider of technology solutions for financial advisors. This chart shows revenue generated from subscriptions to its wealth management and financial planning platform. The number of advisors using the system and the volume of assets on the platform are key metrics.

Company sales chart ENV
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Sales of companies in the market segment - General asset management

Envestnet (ENV) is a leading technology platform for financial advisors. It provides tools for asset management, financial planning, and portfolio analysis. This metric reflects revenue in the asset management sector. Envestnet is a key element of the wealth management ecosystem, helping thousands of advisors serve their clients.

Sales chart of companies in the market segment - General asset management
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Overall market sales

Envestnet is a leading technology platform for financial advisors. Its revenue depends on the number of advisors on the platform and the volume of assets under management. This graph of overall economic activity is closely linked to the state of the stock markets. Market growth increases assets under management, which directly translates into revenue growth for Envestnet.

Market sales chart as a whole
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Future sales volume of the company, segment and market as a whole

Future (projected) sales of the company ENV

Envestnet is a leading provider of technology solutions for financial advisors and asset managers. Its platforms help manage investments and financial planning. Revenue growth is driven by the number of advisors using its system. This chart reflects analyst sales forecasts, which are an indicator of the health and digitalization of the wealth management industry.

Schedule of future (projected) sales of the company ENV
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Future (projected) sales of companies in the market segment - General asset management

Envestnet provides a technology platform for asset management used by financial advisors. This chart breaks down projected revenue into platform subscriptions and asset management revenue. This shows which part of their business analysts expect to grow the most.

Schedule of future (projected) sales of companies in the market segment - General asset management
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Future (projected) sales of the market as a whole

Envestnet is a leading provider of technology solutions for financial advisors and asset managers. Its platform has become the industry standard. This chart shows the state of financial markets, and the growth of assets on the Envestnet platform reflects both market dynamics and the structural shift toward more technologically advanced and comprehensive wealth management.

Schedule of future (predicted) sales of the market as a whole
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Marginality of the company, segment and market as a whole

Company marginality ENV

Envestnet is a leading technology platform for financial advisors, providing them with tools for asset management, financial planning, and analytics. The company's profitability depends on the number of advisors on the platform and the volume of assets under their management. The chart shows how Envestnet, as an "operating system" for Wall Street, generates profits.

Company marginality chart ENV
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Market segment marginality - General asset management

Envestnet is a leading provider of technology solutions and analytics for the wealth management industry. Its platform is used by thousands of financial advisors. This chart shows its profitability. Its success is driven by deep integration into advisors' workflows and an asset-based model.

Market segment marginality chart - General asset management
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Market marginality as a whole

Envestnet, Inc. is a leading provider of technology solutions for financial advisors and asset managers. Its platform helps manage client portfolios. This total return chart reflects market conditions, which directly impact assets under management. Growing corporate profits and the stock market drive Envestnet's revenue.

Market marginality chart for the overall market
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Employees in the company, segment and market as a whole

Number of employees in the company ENV

Envestnet is a leading provider of technology solutions for private wealth management. Its platform is used by thousands of financial advisors to serve their clients. This chart shows the extensive team that develops and supports this complex ecosystem, which forms the foundation for many financial professionals.

Chart of the number of employees in the company ENV
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Share of the company's employees ENV within the market segment - General asset management

Envestnet is a leading technology and consulting platform for financial advisors. Its business is providing tools and analytics used by thousands of professionals. This chart demonstrates the human scale behind the development of this complex ecosystem and the support of its vast network of independent financial advisors.

Graph of the company's share of employees ENV within the market segment - General asset management
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Number of employees in the market segment - General asset management

Envestnet, Inc. is a leading provider of technology solutions for financial advisors and asset managers. This chart, showing employment in the asset management sector, illustrates the scale of the industry Envestnet serves. The growth of advisors directly expands their potential market, as more professionals require their platform.

Graph of the number of employees in the market segment - General asset management
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Number of employees in the market as a whole

Envestnet provides technology solutions and platforms for financial advisors and asset managers. Its business is thriving as more people seek professional advice on managing their savings. The growth in overall employment, reflected in this chart, means more people have income and savings that need to be managed using Envestnet's tools.

Chart of the number of employees in the market as a whole
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Market capitalization per employee (in thousands of dollars) of the company, segment, and market as a whole

Market capitalization per employee (in thousands of dollars) of the company ENV (ENV)

Envestnet (ENV) is a leading WealthTech platform providing technology and services for financial advisors. It's a B2B business that combines SaaS and services. This chart shows the market's perceived value in their technology stack and the vast network of advisors using their platform. It's an assessment of scalability in the wealth management sector.

Chart of market capitalization per employee (in thousands of dollars) of the company ENV (ENV)
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Market capitalization per employee (in thousands of dollars) in the market segment - General asset management

Envestnet is a leading technology platform for financial advisors. Its value lies in its software ecosystem, which has become the industry standard. This chart shows how the market values ​​its dominant position and scalable SaaS model, which generates high value per employee.

Market capitalization per employee (in thousands of dollars) by market segment - General asset management
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Market capitalization per employee (in thousands of dollars) for the overall market

Envestnet is a leading technology platform for financial advisors, providing them with tools for managing client assets. It is a fintech company. In this chart, Envestnet demonstrates how platform business models serving an entire professional industry achieve enormous value per employee through network effects.

Market capitalization per employee (in thousands of dollars) for the overall market
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Profit per employee (in thousands of dollars) for the company, segment, and market as a whole

Profit per employee (in thousands of dollars) of the company ENV (ENV)

Envestnet is one of the largest providers of technology platforms (TAMPs) for financial advisors. They provide the "operating system" for wealth management. This chart demonstrates the enormous scalability of their SaaS business. A single platform, supported by a relatively small team, serves thousands of advisors and billions of dollars in assets.

Company Profit Per Employee (in thousands of dollars) Chart ENV (ENV)
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Profit per employee (in thousands of dollars) in the market segment - General asset management

Envestnet provides technology solutions and analytics for financial advisors and asset managers. In WealthTech, value is created through software that improves client productivity. This chart shows the revenue generated by each company employee, reflecting the scalability of its technology platform.

Chart of profit per employee (in thousands of dollars) in the market segment - General asset management
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Profit per employee (in thousands of dollars) for the market as a whole

Envestnet is a leading technology platform (TAMP) for financial advisors. They provide software, analytics, and access to investment products. This chart, showing average revenue per employee across the market, helps us understand how the fintech sector, where ENV operates, is one of the most efficient in the economy in terms of revenue generation per employee.

Chart of profit per employee (in thousands of dollars) for the market as a whole
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Sales to employees of the company, segment and market as a whole

Sales per company employee ENV (ENV)

Envestnet is a leading provider of technology solutions for financial advisors and asset managers. Its revenue per employee reflects the dominant position of its platform. The chart shows how the company generates revenue from subscriptions and fees on assets under management, serving as a key infrastructure component for thousands of advisors.

Sales chart per company employee ENV (ENV)
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Sales per employee in the market segment - General asset management

Envestnet (ENV) is a leading fintech platform providing asset management solutions (TAMP) and analytics tools for financial advisors. This chart shows the average revenue per employee in the segment. It helps assess how effectively Envestnet monetizes its extensive platform and data with its team.

Sales per employee chart in the market segment - General asset management
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Sales per employee for the market as a whole

Envestnet (ENV) is a leading technology platform (TAMP) for financial advisors. They provide the operating system (analytics, portfolio management) used by thousands of independent advisors. This metric demonstrates the scalability of their platform, showing how much revenue from subscriptions and commissions the company generates per employee.

Sales per employee chart for the market as a whole
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Short shares by company, segment and market as a whole

Shares shorted by company ENV (ENV)

Envestnet (ENV) is a leading technology platform (TAMP) for financial advisors. Its revenue is largely dependent on assets under management (AUM). This chart shows short interest. The rise in bearish bets may reflect concerns about slowing growth in the asset management industry or intense competition from other technology platforms for advisors. (344)

Short Shares Chart for the Company ENV (ENV)
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Shares shorted by market segment - General asset management

Envestnet (ENV) is a leading provider of technology solutions and analytics for financial advisors and asset managers. The chart below shows the overall short position in the asset management sector. It shows how concerned investors are about the shift to passive funds or lower fees in the industry.

Chart of the share of shares shorted by market segment - General asset management
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Shares shorted by the overall market

Envestnet is a technology platform for financial advisors whose income is tied to their asset size (AUM). This chart reflects the general pessimism that hits ENV twice. First, falling markets reduce AUM. Second, fearful investors cash out rather than deposit it with advisors, slowing the influx of new assets onto the platform.

Chart of the percentage of shares shorted across the market as a whole
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RSI 14 indicator for a company, segment, and market as a whole

The company's RSI 14 indicator ENV (ENV)

Envestnet is a major technology platform (TAMP) for financial advisors. Their success depends on the inflow of assets onto the platform. This indicator measures the "temperature" of the wealth management industry. It "heats up" in strong markets, when AUM grows, and "cools down" when advisors and their clients become nervous.

RSI 14 indicator chart for the company's stock ENV (ENV)
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RSI 14 Market Segment - General asset management

Envestnet is a WealthTech giant. The company provides an integrated SaaS platform used by thousands of financial advisors for client portfolio management, financial planning, and analytics. This chart shows the overall sentiment in the asset management and fintech sectors. It helps assess whether ENV's dynamics reflect its dominance or general industry overheating.

RSI 14 indicator chart for stocks of companies in the market segment - General asset management
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RSI 14 for the overall market

Envestnet (ENV) is a platform for financial advisors. This chart is their pulse. In euphoria, assets under management (AUM) rise, and advisors (ENV clients) get rich on commissions. In panic, AUM falls, clients withdraw their money in fear, and advisors' income (and, consequently, their software spending) plummets.

RSI 14 indicator chart for stocks of companies across the market as a whole
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Analyst consensus forecast for the company's share price, the segment, and the market as a whole

Analyst consensus stock price forecast ENV (ENV)

Envestnet is a leading B2B fintech company. It provides a technology platform (TAMP) used by thousands of financial advisors to manage their clients' assets and also owns the data aggregator Yodlee. This chart shows the average target price from analysts estimating the growth of assets on the platform (AUM/AUM) and SaaS revenue.

A chart showing analyst consensus forecasts for the expected stock price. ENV (ENV)
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The difference between the consensus estimate and the actual stock price ENV (ENV)

Envestnet is a "super-platform" for financial advisors. Their technology stack (including Tamarac and Yodlee) enables portfolio and financial management for clients. This chart shows the upside or downside potential analysts see in a stock. It measures the gap between the price and forecast, reflecting their belief in asset under management (AUM) growth.

A chart showing the difference between the consensus forecast and the actual stock price. ENV (ENV)
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Analyst consensus forecast for stock prices by market segment - General asset management

Envestnet is the operating system for financial advisors. The company provides an IT platform (TAMP) and analytics that helps thousands of independent advisors manage their clients' money. This chart shows general expectations for the asset management sector, reflecting whether experts believe the financial advisor industry can grow.

A chart showing analyst consensus price forecasts for stocks in a market segment. - General asset management
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Analysts' consensus forecast for the overall market share price

Envestnet is a leading technology (SaaS) platform for financial advisors. They provide the operating system used by thousands of independent advisors to manage their clients' assets. This chart shows overall market sentiment. For Envestnet, there's a direct correlation: market optimism (a rising chart) not only increases the value of their assets under management (AUM) but also attracts new clients.

A chart showing analyst consensus forecasts for the overall market share price.
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AKIMA index of the company, segment and market as a whole

AKiMA Company Index ENV

Envestnet is an operating system (OS) for financial advisors. They don't manage funds; they provide a single SaaS platform (TAMP) that gives independent advisors all-in-one functionality (software, analytics, and fund access). This chart is a barometer of the independent industry. It reflects their (stable, fee-based) income, which depends on the total assets (AUM/AUM) that advisors hold on their platform.

AKIMA Index Chart for the Company ENV
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AKIMA Market Segment Index - General asset management

Envestnet is an operating system for financial advisors. Their platform (TAMP) provides technology, analytics, and access to investment products for thousands of independent advisors. This chart compares their composite index to the sector, showing how their B2B asset management outperforms the competition.

AKIMA Market Segment Index Chart - General asset management
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The AKIM Index for the overall market

Envestnet is a leading provider of technology and services for financial advisors and wealth management. It is being privatized by Bain Capital. This chart, which reflects the market average, is a backdrop. It helps assess how ENV, the wealth management infrastructure, compares to overall macroeconomic trends.

AKIM Index chart for the overall market
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