A fintech-driven asset management and wealth technology provider offering portfolio construction, model delivery and managed account solutions to advisors and institutions. Envestnet Portfolio Solutions, Inc. operates a modular platform combining data aggregation, model marketplace and outsourcing of portfolio management, serving RIAs, broker-dealers and retirement plans. Positioning emphasizes scale, open-architecture distribution and recurring fee revenue from managed accounts and advisory platforms.
A fintech-driven asset management and wealth technology provider offering portfolio construction, model delivery and managed account solutions to advisors and institutions. Envestnet Portfolio Solutions, Inc. operates a modular platform combining data aggregation, model marketplace and outsourcing of portfolio management, serving RIAs, broker-dealers and retirement plans. Positioning emphasizes scale, open-architecture distribution and recurring fee revenue from managed accounts and advisory platforms.
Operates an institutional-style, scale-driven portfolio solutions strategy that prioritizes recurring fee income from managed accounts and model delivery to advisory channels. Emphasizes modular, open-architecture portfolio construction and third-party manager access to deploy diversified strategies across passive, active, and multi-asset sleeves. Capital allocation favors technology-enabled scale, platform enhancements, and partnerships that deepen distribution to RIAs, broker-dealers and retirement plans. Underwriting is process-oriented, data-driven and outcomes-focused with medium-to-long time horizons, a bias toward repeatable revenue growth over one-off gains, and a risk framework centered on tax-aware, liability-matched and fee-efficient solutions.
Operates an institutional-style, scale-driven portfolio solutions strategy that prioritizes recurring fee income from managed accounts and model delivery to advisory channels. Emphasizes modular, open-architecture portfolio construction and third-party manager access to deploy diversified strategies across passive, active, and multi-asset sleeves. Capital allocation favors technology-enabled scale, platform enhancements, and partnerships that deepen distribution to RIAs, broker-dealers and retirement plans. Underwriting is process-oriented, data-driven and outcomes-focused with medium-to-long time horizons, a bias toward repeatable revenue growth over one-off gains, and a risk framework centered on tax-aware, liability-matched and fee-efficient solutions.
| Trades 16803 | Longs Won 11747/16803 69% | Profit Factor 23.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.52M |
| Average Win $836,559.46 | Best Trade (Jul 13) $482.35M | Sharpe Ratio -17.87 |
| Average Loss -$81,718.53 | Worst Trade (Mar 31) -$11.78M | Z-Score 10.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $560,241.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 250,000 | 225,000 | 200,000 | 175,000 | 150,000 | 125,000 | 100,000 | 75,000 | 50,000 | 25,000 |