Envestnet Competitors and Similar CompaniesClear all

LPL Financial's competitors and similar companies include Finicity and SS&C Advent.
LPL Financial
LPL Financial
LPL Financial Holdings is a company that provides investment and business solutions for independent financial advisors.
Finicity
Finicity
Finicity is a company that provides fintech solutions.
SS&C Advent
SS&C Advent
SS&C Advent (also known as Advent Software) is a company that provides financial technology solutions.
Founding Date
Founding Date
1989
Founding Date
2000
Founding Date
1983
Type
Type
Public
Type
Subsidiary
Type
Subsidiary
Tags
Locations
Locations
San Diego, US HQ
Austin, US
Boston, US
Fort Mill, US
Locations
Salt Lake City, US HQ
Navi Mumbai, IN
Locations
San Francisco, US HQ
Beijing, CN
København, DK
Frankfurt Am Main, DE
Athina, GR
Hong Kong, HK
Amsterdam, NL
see more
Employees
Employees
8,40022% increase
Employees
5771% decrease
Employees
1,6384% decrease

Operating

Partners
Partners
N/A
Partners
10 (Apr, 2024)
Partners
85 (Oct, 2025)
Solutions
Solutions
N/A
Solutions
20 (Apr, 2024)
Solutions
24 (Oct, 2025)
Trademarks (US)
Trademarks (US)
N/A
Trademarks (US)
5 (Apr, 2024)
Trademarks (US)
30 (Oct, 2025)

Funding

Total funding raised
Total funding raised
$ 157.6m
Total funding raised
$ 80m
Total funding raised
N/A
For sources of this data, please see the company profile

View Company Profiles

Finicity
HQ
Salt Lake City, US

Finicity is a company that provides fintech solutions.

View company
SS&C Advent
HQ
San Francisco, US

SS&C Advent (also known as Advent Software) is a company that provides financial technology solutions.

View company