Envestnet Competitors and Similar CompaniesClear all

Envestnet's competitors and similar companies include AssetMark and SS&C Advent.

	Envestnet Envestnet is a provider of intelligent systems for wealth management and financial wellness.	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 1996	Founding Date 1983
Type	Type Public	Type Public	Type Subsidiary
Tags	Tags Technology financial data financial management 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 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 980	Employees 1,6384% decrease
Valuation ($)	Valuation ($) 3.5 b	Valuation ($) 2.6 b	Valuation ($) N/A
Financial
Revenue (est.)	Revenue (est.) $1.2b (FY, 2023)	Revenue (est.) $708.5m (FY, 2023)	Revenue (est.) N/A
Net income	Net income ($245.8m) (FY, 2023)	Net income $123.1m (FY, 2023)	Net income N/A
Operating ⚠
Platform Assets	Platform Assets $5.1t (FY, 2022)	Platform Assets $96.2b (Q1, 2023)	Platform Assets N/A
Funding
Total funding raised	Total funding raised $ 584.7m	Total funding raised $ 2.8m	Total funding raised N/A