Envestnet Competitors and Similar CompaniesClear all
Envestnet's competitors and similar companies include LPL Financial, AssetMark and SS&C Advent.
 Envestnet Envestnet is a provider of intelligent systems for wealth management and financial wellness. |  LPL Financial LPL Financial Holdings is a company that provides investment and business solutions for independent financial advisors. |  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 1989 | Founding Date 1996 | Founding Date 1983 |
Type | Type Public | Type Public | Type Public | Type Subsidiary |
Tags | ||||
Locations | Locations Berwyn, US HQ Sydney, AU Bengaluru, IN Trivandrum, IN Trivandrum, IN London, GB Boston, US see more | Locations San Diego, US HQ Austin, US Boston, US Fort Mill, US | 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 8,40022% increase | Employees 980 | Employees 1,6384% decrease |
Valuation ($) | Valuation ($) 3.5 b | Valuation ($) 19.9 b | Valuation ($) 2.6 b | Valuation ($) N/A |
Financial | ||||
Revenue (est.) | Revenue (est.) $1.2b (FY, 2023) | Revenue (est.) $17b (FY, 2025) | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) N/A |
Net income | Net income ($245.8m) (FY, 2023) | Net income $863m (FY, 2025) | Net income $123.1m (FY, 2023) | Net income N/A |
Operating ⚠ | ||||
Advisors | Advisors 105.5 k (FY, 2022) | Advisors 20.9 k (Q2, 2022) | Advisors N/A | Advisors N/A |
Platform Assets | Platform Assets $5.1t (FY, 2022) | Platform Assets N/A | Platform Assets $96.2b (Q1, 2023) | Platform Assets N/A |
Funding | ||||
Total funding raised | Total funding raised $ 584.7m | Total funding raised $ 157.6m | Total funding raised $ 2.8m | Total funding raised N/A |
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LPL Financial
HQ
San Diego, US
Employees
8,400↑ 22% increase
LPL Financial Holdings is a company that provides investment and business solutions for independent financial advisors.
View companyAssetMark
HQ
Concord, US
Employees
980
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
View companySS&C Advent
HQ
San Francisco, US
SS&C Advent (also known as Advent Software) is a company that provides financial technology solutions.
View company