Envestnet Competitors and Similar CompaniesClear all
Envestnet's competitors and similar companies include SS&C Technologies, 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. |  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 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 Windsor, US HQ Melbourne, AU Newcastle West, AU Sydney, AU Wien, AT Hamilton, BM Sao Paulo, BR 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 28,8007% increase | Employees 980 | Employees 1,6384% decrease |
Valuation ($) | Valuation ($) 3.5 b | Valuation ($) 17.3 b | Valuation ($) 2.6 b | Valuation ($) N/A |
Financial | ||||
Revenue (est.) | Revenue (est.) $1.2b (FY, 2023) | Revenue (est.) $6.3b (FY, 2025) | 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 |
Gross profit | Gross profit $772.6m (FY, 2023) | Gross profit $3b (FY, 2025) | Gross profit N/A | Gross profit N/A |
Net income | Net income ($245.8m) (FY, 2023) | Net income $798.7m (FY, 2025) | Net income $123.1m (FY, 2023) | Net income N/A |
Operating ⚠ | ||||
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 N/A | Total funding raised $ 2.8m | Total funding raised N/A |
For sources of this data, please see the company profile
View Company Profiles
SS&C Technologies
HQ
Windsor, US
Employees
28,800↑ 7% increase
SS&C Technologies Holdings is a company that provides cloud-based software solutions.
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