This company listing is no longer active
Envestnet Management
Management criteria checks 4/4
Envestnet's CEO is Jim Fox, appointed in Apr 2024, has a tenure of less than a year. directly owns 0.068% of the company’s shares, worth €2.27M. The average tenure of the management team and the board of directors is 4 years and 8.7 years respectively.
Key information
Jim Fox
Chief executive officer
US$368.0k
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | less than a year |
| CEO ownership | 0.07% |
| Management average tenure | 4yrs |
| Board average tenure | 8.7yrs |
Recent management updates
Recent updates
CEO
Jim Fox (72 yo)
less than a year
Tenure
US$368,000
Compensation
Mr. James Lawrence Fox, also known as Jim, had been an Independent Chairman of Envestnet, Inc. since March 30, 2020 until April 01, 2024 and served as its Independent Director since February 04, 2015 until...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Interim CEO & Chairman | less than a year | US$368.00k | 0.068% € 2.3m | |
| Co-Founder & Strategic Advisor | no data | US$4.88m | 0.58% € 19.6m | |
| Chief Financial Officer | less than a year | US$1.44m | 0.025% € 832.6k | |
| Chief Legal Officer | 22.8yrs | US$1.21m | 0.084% € 2.8m | |
| Co-Chief Investment Officer & Group President of Envestnet Solutions | no data | no data | no data | |
| Director of Investor Relations | no data | no data | no data | |
| Chief Human Resources Officer | 11.5yrs | no data | no data | |
| Senior Vice President of Financial Reporting | no data | no data | 0.020% € 666.1k | |
| Chief Relationship Officer & Group Head of Wealth Solutions Distribution | no data | no data | no data | |
| Group President of Wealth Management Platform | no data | no data | no data | |
| Head of Strategic Development | 4.3yrs | no data | no data | |
| Chief Information Security Officer | 3.7yrs | no data | no data |
4.0yrs
Average Tenure
58yo
Average Age
Experienced Management: 30E's management team is considered experienced (4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Interim CEO & Chairman | 9.8yrs | US$368.00k | 0.068% € 2.3m | |
| Independent Director | 8.7yrs | US$266.00k | 0.038% € 1.3m | |
| Independent Director | 8.7yrs | US$255.00k | 0.042% € 1.4m | |
| Independent Director | 6.1yrs | US$244.00k | 0.028% € 942.0k | |
| Independent Director | 9.8yrs | US$283.00k | 0.056% € 1.9m | |
| Independent Director | 1.7yrs | US$242.00k | 0.0043% € 144.6k | |
| Independent Director | 1.7yrs | US$231.00k | no data |
8.7yrs
Average Tenure
64yo
Average Age
Experienced Board: 30E's board of directors are considered experienced (8.7 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/11/25 16:04 |
| End of Day Share Price | 2024/11/22 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Envestnet, Inc. is covered by 20 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Ishan Majumdar | Baptista Research |
| Eric Bertrand | Barclays |
| Alexander Paris | Barrington Research Associates, Inc. |