Envestnet Competitors and Similar CompaniesClear all

Envestnet's competitors and similar companies include AssetMark.
Envestnet
Envestnet
Envestnet is a provider of intelligent systems for wealth management and financial wellness.
AssetMark
AssetMark
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
Founding Date
Founding Date
1999
Founding Date
1996
Type
Type
Public
Type
Public
Tags
Locations
Locations
Berwyn, US HQ
Sydney, AU
Bengaluru, IN
Trivandrum, IN
Trivandrum, IN
London, GB
Boston, US
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Locations
Concord, US HQ
Lynchburg, US
Lynchburg, US
Employees
Employees
3,10010% decrease
Employees
980
Valuation ($)
Valuation ($)
3.5 b
Valuation ($)
2.6 b

Financial

Revenue (est.)
Revenue (est.)
$1.2b (FY, 2023)
Revenue (est.)
$708.5m (FY, 2023)
Net income
Net income
($245.8m) (FY, 2023)
Net income
$123.1m (FY, 2023)

Operating

Platform Assets
Platform Assets
$5.1t (FY, 2022)
Platform Assets
$96.2b (Q1, 2023)

Funding

Total funding raised
Total funding raised
$ 584.7m
Total funding raised
$ 2.8m
For sources of this data, please see the company profile

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AssetMark
HQ
Concord, US
Employees
980

AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.

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