Envestnet Competitors and Similar CompaniesClear all
Finicity's competitors and similar companies include AssetMark and SS&C Advent.
 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 2000 | Founding Date 1996 | Founding Date 1983 |
Type | Type Subsidiary | Type Public | Type Subsidiary |
Tags | |||
Locations | Locations Salt Lake City, US HQ Navi Mumbai, IN | 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 5771% decrease | Employees 980 | Employees 1,6384% decrease |
Operating ⚠ | |||
Partners | Partners 10 (Apr, 2024) | Partners N/A | Partners 85 (Oct, 2025) |
Solutions | Solutions 20 (Apr, 2024) | Solutions N/A | Solutions 24 (Oct, 2025) |
Trademarks (US) | Trademarks (US) 5 (Apr, 2024) | Trademarks (US) N/A | Trademarks (US) 30 (Oct, 2025) |
Funding | |||
Total funding raised | Total funding raised $ 80m | Total funding raised $ 2.8m | Total funding raised N/A |
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.
View companySS&C Advent
HQ
San Francisco, US
SS&C Advent (also known as Advent Software) is a company that provides financial technology solutions.
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