NEW YORK, July 11, 2024 /PRNewswire/ -- Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered money for shareholders and is recognized as a Top 50 Firm in the 2018-2022 ISS Securities Class Action Services Report. We are headquartered at the Empire State Building in New York City and are investigating Envestnet, Inc. (NYSE: ENV), relating to its proposed merger with Bain Capital Private Equity, LP. Under the terms of the agreement, Envestnet shareholders will receive $63.15 per share of En ...

BERWYN, Pa., July 11, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) ("the Company" or "Envestnet"), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that it has entered into a definitive agreement to be acquired by Bain Capital in a transaction valuing the Company at $4.5 billion ($63.15 per share). Reverence Capital also agreed to participate in the transaction. Strategic partners BlackRock, Fidelity Investments, Franklin Templeton, and State Street Glo ...

Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative BERWYN, Pa., July 10, 2024 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its unique vantage point to conduct the annual survey, gatheri ...

Bain Capital is reportedly close to acquiring financial software provider Envestnet.If a deal is reached, it could be announced this week, Reuters reported Monday (July 8), citing unnamed sources.Reached by PYMNTS, both Bain Capital and Envestnet declined to comment on the report.Envestnet’s software is used by more than 108,000 financial advisors, 16 of the top 20 banks in the United States, and many wealth management and brokerage firms, according to the report.The firm faced a board challenge from an act ...

The financial transaction services industry is expected to benefit from expanding transaction volumes resulting from the widespread adoption of digital means. The ongoing digitization movement, triggered by the pandemic, is a major catalyst for this industry. The industry is part of the Financial Technology or the FinTech space. The industry players comprise card and payment processing and other solution providers, ATM services and money remittance service providers, and providers of investment solutions to ...

Envestnet, Inc.’s (ENV) shares have gained an impressive 30.8% year to date, significantly outperforming the 3.6% rally of the industry it belongs to and the 12.5% rise of the Zacks S&P 500 composite. What’s Behind the Rally ENV put on an impressive earnings performance in the past four quarters. Its earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters and matched once, delivering an average surprise of 9.4%. Envestnet remains focused on increasing its share of the addressa ...

A month has gone by since the last earnings report for Envestnet (ENV) . Shares have added about 2.2% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Envestnet due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Envestnet's Q1 Earnings Beat Estimates Envestnet, Inc. ...

Asset Managers to Offer Unified Managed Account-eligible Direct Indexing, Custom HNW Solutions and More on Envestnet Platform; Invest in Enhancements to Envestnet's UMA Ecosystem BERWYN, Pa., June 5, 2024 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence and wealth solutions, is deepening relationships with BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors. Envestnet is planning on working with these firms, some of the l ...

文章核心观点 - 公司过去一年股价上涨24.7%,超过行业19.6%的增长 [1] - 公司连续4个季度中有3个季度超出市场预期,平均超出9.4% [2] - 公司2024年和2025年的盈利预计将分别同比增长23.6%和14.8% [2] 公司概况 - 公司收入主要来自资产和订阅模式,通过B2B2C模式为金融客户提供平台解决方案 [3] - 公司提供开放API框架供客户和第三方开发者使用 [4] - 公司近年来经常性收入保持增长,2023年、2022年和2021年分别增长2.1%、4.5%和20.2% [4] - 公司重视技术提升效率、竞争力、合规性和客户响应能力,采用三层架构提供可扩展性 [5] - 金融规划与投资建议日益融合,个性化财富管理需求上升,技术应用需求增加 [6] 财务状况 - 公司2024年第一季度流动比率为1.19,高于前一季度的0.9和去年同期的0.75,表明短期偿债能力较强 [7] 风险因素 - 公司目前无意支付普通股现金股利,对于寻求现金股利的投资者不太适合 [8] - 公司资产中商誉占比较高(约42%),可能无法在公司遇到困难时产生现金 [9]

Now In Its 20th Year, Envestnet's Asset Manager of the Year Awards Program Recognizes Top Performing Portfolio Managers with Standout Strategies BERWYN, Pa., May 15, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announced the winners of its 2024 Asset Manager of the Year Awards during a ceremony at the company's annual Elevate conference. Among the distinguished winners, Causeway Capital Management earned the prestigious title of Manager of the Year for its Causeway International Value ADR Strategy. Caus ...