Envestnet Competitors and Similar CompaniesClear all
Envestnet's competitors and similar companies include Finicity and AssetMark.
 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. | ||
Founding Date | Founding Date 1999 | Founding Date 2000 | Founding Date 1996 |
Type | Type Public | Type Subsidiary | Type Public |
Tags | |||
Locations | Locations Berwyn, US HQ Sydney, AU Bengaluru, IN Trivandrum, IN Trivandrum, IN London, GB Boston, US see more | Locations Salt Lake City, US HQ Navi Mumbai, IN | Locations Concord, US HQ Lynchburg, US Lynchburg, US |
Employees | Employees 3,10010% decrease | Employees 5771% decrease | Employees 980 |
Valuation ($) | Valuation ($) 3.5 b | Valuation ($) N/A | Valuation ($) 2.6 b |
Financial | |||
Revenue (est.) | Revenue (est.) $1.2b (FY, 2023) | Revenue (est.) N/A | Revenue (est.) $708.5m (FY, 2023) |
Net income | Net income ($245.8m) (FY, 2023) | Net income N/A | Net income $123.1m (FY, 2023) |
Operating ⚠ | |||
Platform Assets | Platform Assets $5.1t (FY, 2022) | Platform Assets N/A | Platform Assets $96.2b (Q1, 2023) |
Funding | |||
Total funding raised | Total funding raised $ 584.7m | Total funding raised $ 80m | Total funding raised $ 2.8m |
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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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