Envestnet Competitors and Similar CompaniesClear all

Envestnet's competitors and similar companies include SS&C Technologies, LPL Financial, Finicity, AssetMark and SS&C Advent.

	Envestnet Envestnet is a provider of intelligent systems for wealth management and financial wellness.	SS&C Technologies SS&C Technologies Holdings is a company that provides cloud-based software solutions.	LPL Financial LPL Financial Holdings is a company that provides investment and business solutions for independent financial advisors.	Finicity Finicity is a company that provides fintech solutions.	AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.	SS&C Advent SS&C Advent (also known as Advent Software) is a company that provides financial technology solutions.
Founding Date	Founding Date 1999	Founding Date 1986	Founding Date 1989	Founding Date 2000	Founding Date 1996	Founding Date 1983
Type	Type Public	Type Public	Type Public	Type Subsidiary	Type Public	Type Subsidiary
Tags	Tags Technology financial data financial management fintech platform	Tags Technology automation cloud compliance data management enterprise software fintech	Tags Financial Services brokerage compliance fintech holding company investment management	Tags Technology financial data fintech platform	Tags Technology financial management fintech investment management platform	Tags Financial Services accounting compliance fintech investment management
Locations	Locations Berwyn, US HQ Sydney, AU Bengaluru, IN Trivandrum, IN Trivandrum, IN London, GB Boston, US see more	Locations Windsor, US HQ Melbourne, AU Newcastle West, AU Sydney, AU Wien, AT Hamilton, BM Sao Paulo, BR see more	Locations San Diego, US HQ Austin, US Boston, US Fort Mill, US	Locations Salt Lake City, US HQ Navi Mumbai, IN	Locations Concord, US HQ Lynchburg, US Lynchburg, US	Locations San Francisco, US HQ Beijing, CN København, DK Frankfurt Am Main, DE Athina, GR Hong Kong, HK Amsterdam, NL see more
Employees	Employees 3,10010% decrease	Employees 28,8007% increase	Employees 8,40022% increase	Employees 5771% decrease	Employees 980	Employees 1,6384% decrease
Valuation ($)	Valuation ($) 3.5 b	Valuation ($) 17.3 b	Valuation ($) 19.9 b	Valuation ($) N/A	Valuation ($) 2.6 b	Valuation ($) N/A
Financial
Revenue (est.)	Revenue (est.) $1.2b (FY, 2023)	Revenue (est.) $6.3b (FY, 2025)	Revenue (est.) $17b (FY, 2025)	Revenue (est.) N/A	Revenue (est.) $708.5m (FY, 2023)	Revenue (est.) N/A
Cost of goods	Cost of goods $473m (FY, 2023)	Cost of goods $3.3b (FY, 2025)	Cost of goods N/A	Cost of goods N/A	Cost of goods N/A	Cost of goods N/A
Gross profit	Gross profit $772.6m (FY, 2023)	Gross profit $3b (FY, 2025)	Gross profit N/A	Gross profit N/A	Gross profit N/A	Gross profit N/A
Net income	Net income ($245.8m) (FY, 2023)	Net income $798.7m (FY, 2025)	Net income $863m (FY, 2025)	Net income N/A	Net income $123.1m (FY, 2023)	Net income N/A
Operating ⚠
Advisors	Advisors 105.5 k (FY, 2022)	Advisors N/A	Advisors 20.9 k (Q2, 2022)	Advisors N/A	Advisors N/A	Advisors N/A
Partners	Partners N/A	Partners N/A	Partners N/A	Partners 10 (Apr, 2024)	Partners N/A	Partners 85 (Oct, 2025)
Platform Assets	Platform Assets $5.1t (FY, 2022)	Platform Assets N/A	Platform Assets N/A	Platform Assets N/A	Platform Assets $96.2b (Q1, 2023)	Platform Assets N/A
Solutions	Solutions N/A	Solutions N/A	Solutions N/A	Solutions 20 (Apr, 2024)	Solutions N/A	Solutions 24 (Oct, 2025)
Trademarks (US)	Trademarks (US) N/A	Trademarks (US) N/A	Trademarks (US) N/A	Trademarks (US) 5 (Apr, 2024)	Trademarks (US) N/A	Trademarks (US) 30 (Oct, 2025)
Funding
Total funding raised	Total funding raised $ 584.7m	Total funding raised N/A	Total funding raised $ 157.6m	Total funding raised $ 80m	Total funding raised $ 2.8m	Total funding raised N/A