好的，我将为您分析Envestnet公司2021年第四季度财报电话会议记录，并总结关键要点。报告的主要内容如下： - **财务数据和关键指标变化**：公司第四季度调整后收入增长21%至3.2亿美元，全年调整后EBITDA预计2.7-2.8亿美元，净杠杆率1.6倍 [13][16] - **各条业务线数据和关键指标变化**：财富管理业务增长16-18%，数据与分析业务增长6-8%，AUM流量占比从49%提升至70% [6][32] - **各个市场数据和关键指标变化**：平台覆盖10.8万财务顾问，管理5.7万亿美元资产，新增291家机构客户 [5] - **公司战略和发展方向和行业竞争**：推动"智能金融生活"战略，开发统一开发者门户，扩大解决方案生态合作 [8][9][12] - **管理层对经营环境和未来前景的评论**：预计2022年收入13.6-13.85亿美元，增长15-17%，EBITDA利润率将从第一季度低点逐步提升 [13][16][56] - **其他重要信息**：地缘政治不确定性凸显公司使命价值，为乌克兰人民祈祷 [17][18] - **问答环节所有的提问和回答**：涵盖私有化传闻、市场波动影响、业务细分增长、利润率走势、战略投资重点等话题 [19][72] 财务数据和关键指标变化 - 第四季度调整后收入增长21%达到3.2亿美元 [13] - 第四季度调整后EBITDA为5600万美元，略超预期指引范围 [13] - 第四季度调整后每股收益为0.5美元 [13] - 2022年调整后收入指引为13.6-13.85亿美元，同比增长15-17% [13] - 2022年调整后EBITDA指引为2.7-2.8亿美元 [13] - 截至12月末现金约4.3亿美元，债务8.5亿美元，净杠杆率约1.6倍EBITDA [16] 各条业务线数据和关键指标变化 - 财富管理业务2022年预计增长16-18% [32] - 数据与分析业务2022年预计增长6-8% [32] - AUM流量占比从49%提升至70%，这些流量通常产生更高费率 [6] - 个性化投资资产管理规模达到610亿美元 [6] - 叠加服务资产增长57% [6] - 使用直接指数化解决方案的顾问数量增加50%以上 [6] - 可持续投资策略流量同比增长一倍 [6] - 数据与分析业务订阅收入增长从2021年的2%加速至2022年的高个位数 [14] 各个市场数据和关键指标变化 - 平台覆盖10.8万名财务顾问 [5] - 平台管理5.7万亿美元资产 [5] - 2021年新增291家机构客户，包括RIA、银行、金融科技公司和企业 [5] - 美国开放银行API于去年年中上线，预计到2022年底80%的数据请求将通过这些API管理 [8] - Yodlee开发者门户使用量在过去两年增长超过80倍 [8] 公司战略和发展方向和行业竞争 - 公司定位为行业研发中心，吸引技术深度人才 [63] - 推动"智能金融生活"战略愿景 [12] - 下一代提案工具已向客户推出，超过1200家公司可使用 [7] - 开发新的最佳客户门户，将于4月开始分阶段推出 [7] - 将所有开发者门户整合为统一体验，创建进入整个生态系统的单一入口点 [9] - 扩大解决方案生态，与UBS、iCapital、YieldX和Simon建立合作伙伴关系 [9] - 数据和分析业务帮助客户更深入接触美国3000万小企业主 [10] - 基于云的数据管理解决方案聚合、核对、丰富和发布客户数据 [11] 管理层对经营环境和未来前景的评论 - 2022年收入增长15-17%的指引基于2021年底资产水平 [13] - 疫情相关情况抑制了2021年调整后运营费用，这种情况不可长期持续 [14] - 与疫情前水平相比，1500-2000万美元运营费用优势完全源于限制旅行、面对面顾问和客户支持等活动 [14] - 2022年将部分恢复疫情前正常支出水平，但仍低于2019年水平 [15] - 加速投资计划全年影响4500-5000万美元，使调整后运营费用同比增加1500-2000万美元 [15] - 第一季度将全额纳入费用结构，这将是EBITDA利润率的低点 [16] - 预计2022年季度EBITDA和利润率将 sequential 增长，2023年加速增长 [16] 其他重要信息 - 地缘政治不确定性凸显公司使命价值，帮助客户更好地应对世界不确定性 [17] - 公司为乌克兰人民祈祷 [18] - 每日提供1100万条洞察，使顾问能够根据客户独特需求采取可操作步骤 [4] - 目标到2026年为网络提供10亿条每日洞察 [5] - 预计到2025年实现20亿美元收入目标 [5] 问答环节所有提问和回答 问题: 私有股权兴趣和潜在流程对公司战略的影响 [21] - 公司政策不评论媒体传闻或猜测 [21] - 专注于使战略与客户连接，让客户受益于所有Envestnet服务 [21] - 重点推动持续、更快的收入增长，具有杠杆作用并能提高业务盈利能力 [23] 问题: 流动动能、季节性因素和市场波动影响 [24] - 无季节性因素，反映公司专注努力 [25] - 应用数据分

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________ FORM 10-K _________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-34835 _________________________________________ Envestnet, Inc. (Exact name of registr ...

3Q 2021 Earnings Supplemental Presentation November 8, 2021 © 2021 Envestnet, Inc. All rights reserved. Safe Harbor Disclosure 2 This presentation contains forward-looking statements. These forward-looking statements include, in particular, statements about our plans, strategies and prospects. These statements are based on our current expectations and projections about future events. The words "may," "will," "should," "could," "expect," "scheduled," "plan," "seek," "intend," "anticipate," "believe," "estima ...

Envestnet, Inc. (NYSE:ENV) Q3 2021 Earnings Conference Call November 8, 2021 5:00 PM ET Company Participants Brian Shipman - Head, IR William Crager - Co-Founder, CEO, President & Director Peter D'Arrigo - CFO Conference Call Participants Devin Ryan - JMP Securities Alexander Kramm - UBS Surinder Thind - Jefferies Peter Heckmann - D.A. Davidson & Co. Ryan Bailey - Goldman Sachs Group Michael Young - Truist Securities Operator Greetings. Welcome to the Envestnet Third Quarter 2021 Earnings Conference Call. [ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34835 Envestnet, Inc. (Exact name of registrant as specified in its charter) Delaware 20-1409613 (State or other jur ...

August 5, 2021 n/m - not meaningful Envestnet Reports Second Quarter 2021 Financial Results Revenues, adjusted EBITDA and adjusted EPS exceed guidance in Q2 2021, Raising 2021 Outlook CHICAGO--(BUSINESS WIRE)-- Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and six months ended June 30, 2021. | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------- ...

Envestnet, Inc. (NYSE:ENV) Q2 2021 Earnings Conference Call August 5, 2021 5:00 PM ET Company Participants Brian Shipman – Head of Investor Relations Bill Crager – Chief Executive Officer Pete D’Arrigo – Chief Financial Officer Conference Call Participants Devin Ryan – JMP Securities Michael Young – Truist Securities Alex Kramm – UBS Peter Heckmann – D.A. Davidson Ryan Bailey – Goldman Sachs Chris Donat – Piper Sandler Surinder Thind – Jefferies Operator Thank you for standing by. This is the conference ope ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34835 | --- | --- | --- | |-----------------------------------------------------------------------------------|---------- ...

Envestnet, Inc. (NYSE:ENV) Q1 2021 Earnings Conference Call May 6, 2021 5:00 PM ET Company Participants Stephanie Daukus - Investor Relations Bill Crager - Co-Founder and Chief Executive Officer Pete D'Arrigo - Chief Financial Officer Conference Call Participants Devin Ryan - JMP Securities Alex Kramm - UBS Surinder Thind - Jefferies Peter Heckmann - D.A. Davidson Michael Young - Truist Securities Ryan Bailey - Goldman Sachs Chris Donat - Piper Sandler Operator Good day, everyone, and welcome to the Envestn ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34835 Envestnet, Inc. (Exact name of registrant as specified in its charter) Delaware 20-1409613 (State or other jurisdict ...