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
James Fox	Interim CEO & Chairman	less than a year	US$368.00k	0.068% € 2.3m
William Crager	Co-Founder & Strategic Advisor	no data	US$4.88m	0.58% € 19.6m
Joshua Warren	Chief Financial Officer	less than a year	US$1.44m	0.025% € 832.6k
Shelly O'Brien	Chief Legal Officer	22.8yrs	US$1.21m	0.084% € 2.8m
Dana D'Auria	Co-Chief Investment Officer & Group President of Envestnet Solutions	no data	no data	no data
Grace Wagner	Director of Investor Relations	no data	no data	no data
Sharon Rosenthal	Chief Human Resources Officer	11.5yrs	no data	no data
Matthew Majoros	Senior Vice President of Financial Reporting	no data	no data	0.020% € 666.1k
Andrew Stavaridis	Chief Relationship Officer & Group Head of Wealth Solutions Distribution	no data	no data	no data
Molly Weiss	Group President of Wealth Management Platform	no data	no data	no data
Dani Fava	Head of Strategic Development	4.3yrs	no data	no data
Jillian Munro	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
James Fox	Interim CEO & Chairman	9.8yrs	US$368.00k	0.068% € 2.3m
Gayle Crowell	Independent Director	8.7yrs	US$266.00k	0.038% € 1.3m
Luis Aguilar	Independent Director	8.7yrs	US$255.00k	0.042% € 1.4m
Valerie Mosley	Independent Director	6.1yrs	US$244.00k	0.028% € 942.0k
Gregory Smith	Independent Director	9.8yrs	US$283.00k	0.056% € 1.9m
Barbara Turner	Independent Director	1.7yrs	US$242.00k	0.0043% € 144.6k
Lauren Taylor Wolfe	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).

Envestnet Management

Management criteria checks 4/4

Key information

Recent management updates

Envestnet, Inc., Annual General Meeting, May 08, 2024

Envestnet, Inc. Appoints James Fox as Interim CEO, Effective April 1, 2024

Envestnet, Inc. Announces Executive Changes

Envestnet, Inc. Announces Chief Financial Officer Changes

Co-Founder recently sold €362k worth of stock

Insider recently sold €202k worth of stock

Recent updates

Bain Capital, LP, Reverence Capital Partners, L.P., BlackRock, Inc. (NYSE:BLK), FMR LLC, Franklin Resources, Inc. (NYSE:BEN) and State Street Global Advisors, Inc completed the acquisition of Envestnet, Inc. (NYSE:ENV) from BlackRock, Inc. (NYSE:BLK), FMR LLC and others.

Third quarter 2024 earnings released: US$0.03 loss per share (vs US$0.13 profit in 3Q 2023)

Envestnet, Inc. to Report Q3, 2024 Results on Nov 07, 2024

Envestnet Unveils New Technology for Rias at Future Proof 2024

Second quarter 2024 earnings released: US$1.44 loss per share (vs US$0.39 loss in 2Q 2023)

Envestnet, Inc. to Report Q2, 2024 Results on Aug 09, 2024

Bain Capital, LP, Reverence Capital Partners, L.P., BlackRock, Inc. (NYSE:BLK), FMR LLC, Franklin Resources, Inc. (NYSE:BEN) and State Street Global Advisors, Inc. agreed to acquire Envestnet, Inc. (NYSE:ENV) from BlackRock, Inc. (NYSE:BLK), FMR LLC and others for $3.6 billion.

Bain Capital, LP, Reverence Capital Partners, L.P., BlackRock, Inc. (NYSE:BLK), FMR LLC, Franklin Resources, Inc. (NYSE:BEN) and State Street Global Advisors, Inc. agreed to acquire Envestnet, Inc. (NYSE:ENV) from BlackRock, Inc. (NYSE:BLK), FMR LLC and others for $3.6 billion.

Envestnet, Inc.(NYSE:ENV) dropped from Russell 2000 Growth-Defensive Index

First quarter 2024 earnings released: EPS: US$0.046 (vs US$0.76 loss in 1Q 2023)

Envestnet, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2024

Envestnet, Inc. to Report Q1, 2024 Results on May 07, 2024

Envestnet, Inc., Annual General Meeting, May 08, 2024

Envestnet, Inc. Appoints James Fox as Interim CEO, Effective April 1, 2024

Envestnet, Inc. Reports Goodwill Impairment Charges for the Fourth Quarter Ended December 31, 2023

Envestnet, Inc. to Report Q4, 2023 Results on Feb 22, 2024

Envestnet Launches RIA Growth Lab

Envestnet, Inc. Announces Executive Changes

Envestnet, Inc. Provides Earnings Guidance for the Fourth Quarter Ended Full Year 2023

New minor risk - Share price stability

Envestnet Provides Earnings for the Fourth Quarter and Full Year Ending December 31, 2023

Third quarter 2023 earnings released: EPS: US$0.13 (vs US$0.13 loss in 3Q 2022)

Envestnet, Inc. to Report Q3, 2023 Results on Nov 08, 2023

Envestnet, Inc. Announces Chief Financial Officer Changes

Envestnet, Inc. Provides Earnings Guidance for the Third Quarter and Full Year Ending December 31, 2023

Second quarter 2023 earnings released: US$0.39 loss per share (vs US$0.42 loss in 2Q 2022)

Envestnet, Inc. (NYSE:ENV) acquired an unknown minority stake in Ategenos Capital LLC.

Co-Founder recently sold €362k worth of stock

Insider recently sold €202k worth of stock

Envestnet | PMC Launches ActivePassive ETFs, Combining Attributes of Active & Passive Management in One Cost-Effective Portfolio Solution

First quarter 2023 earnings released: US$0.76 loss per share (vs US$0.25 loss in 1Q 2022)

Chief Legal Officer recently sold €459k worth of stock

Full year 2022 earnings released: US$1.47 loss per share (vs US$0.24 profit in FY 2021)

Envestnet, Inc. to Report Q4, 2022 Results on Feb 23, 2023

Insufficient new directors

Impactive Capital LP Issues a Letter to Envestnet Inc

Third quarter 2022 earnings released: US$0.13 loss per share (vs US$0.21 profit in 3Q 2021)

Envestnet, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ending December 31, 2022

Envestnet, Inc. Launches the Wealth Data Platform to Drive its Financial Wellness Ecosystem into the Future

Insider recently sold €73k worth of stock

Second quarter 2022 earnings released: US$0.42 loss per share (vs US$0.15 loss in 2Q 2021)

Envestnet, Inc. Provides Revenue Guidance for the Third Quarter Ending September 30, 2022 and Full Year Ending December 31, 2022

Envestnet, Inc. to Report Q2, 2022 Results on Aug 04, 2022

Envestnet Names Ron Ransom to Lead Its New Environmental, Social & Governance Office

Envestnet, Inc. (NYSE:ENV) acquired Redi2 Technologies, Inc.

Envestnet Announces Management Changes

Envestnet, Inc. (NYSE:ENV) acquired 401kplans.com LLC.

First quarter 2022 earnings released: US$0.25 loss per share (vs US$0.28 profit in 1Q 2021)

Envestnet Provides Revenue Guidance for Second Quarter Ending June 30, 2022 and Full Year Ending December 31, 2022

Insufficient new directors

Envestnet, Inc. to Report Q1, 2022 Results on May 05, 2022

Envestnet Reportedly Sale Process Down to Two Bidders

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

Envestnet, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2022 and Full Year Ending December 31, 2022

Envestnet, Inc. to Report Q4, 2021 Results on Feb 24, 2022

President recently sold €1.2m worth of stock

Insufficient new directors

Third quarter 2021 earnings released: EPS US$0.21 (vs US$0.036 in 3Q 2020)

Envestnet, Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2021 and Full Year Ending December 31, 2021

Second quarter 2021 earnings released: US$0.15 loss per share (vs US$0.092 loss in 2Q 2020)

Envestnet, MoneyGuide Launches My Plan Builder, a Client-Facing On-ramp to Building a Financial Plan

Executive Officer Scott Grinis has left the company

Envestnet, Inc. Unveils Enhanced Developer Portal For Fast Creation of Digital Financial Wellness Experiences and FinTech Apps

CEO

Tenure

Compensation

Leadership Team

Average Tenure

Average Age