AssetMark Competitors and Similar CompaniesClear all
InvestCloud's competitors and similar companies include Envestnet and iCapital.
 Envestnet Envestnet is a provider of intelligent systems for wealth management and financial wellness. |  iCapital iCapital (also known as Institutional Capital Network) is a company developing an investment marketplace platform. | ||
Founding Date | Founding Date 2010 | Founding Date 1999 | Founding Date 2013 |
Type | Type Private | Type Public | Type Private |
Tags | |||
Locations | Locations West Hollywood, US HQ Burlington, CA Bengaluru, IN London, GB Carlsbad, US New York, US San Francisco, US see more | Locations Berwyn, US HQ Sydney, AU Bengaluru, IN Trivandrum, IN Trivandrum, IN London, GB Boston, US see more | |
Employees | Employees 1,001 | Employees 3,10010% decrease | Employees 1,8182% increase |
Financial | |||
Revenue (est.) | Revenue (est.) $285m (Y, 2020) | Revenue (est.) $1.2b (FY, 2023) | Revenue (est.) N/A |
Operating ⚠ | |||
Clients | Clients 700 (May, 2021) | Clients 1.8 k (FY, 2022) | Clients N/A |
Funding | |||
Total funding raised | Total funding raised $ 54.1m | Total funding raised $ 584.7m | Total funding raised $ 672.9m |
For sources of this data, please see the company profile
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Envestnet
HQ
Berwyn, US
Employees
3,100↓ 10% decrease
Envestnet is a provider of intelligent systems for wealth management and financial wellness.
View companyiCapital
HQ
New York, US
Employees
1,818↑ 2% increase
iCapital (also known as Institutional Capital Network) is a company developing an investment marketplace platform.
View company