Envestnet Competitors and Similar CompaniesClear all

SS&C Technologies's competitors and similar companies include Finicity, AssetMark and SS&C Advent.
SS&C Technologies
SS&C Technologies
SS&C Technologies Holdings is a company that provides cloud-based software solutions.
Finicity
Finicity
Finicity is a company that provides fintech solutions.
AssetMark
AssetMark
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
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
1986
Founding Date
2000
Founding Date
1996
Founding Date
1983
Type
Type
Public
Type
Subsidiary
Type
Public
Type
Subsidiary
Tags
Locations
Locations
Windsor, US HQ
Melbourne, AU
Newcastle West, AU
Sydney, AU
Wien, AT
Hamilton, BM
Sao Paulo, BR
see more
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
28,8007% increase
Employees
5771% decrease
Employees
980
Employees
1,6384% decrease
Valuation ($)
Valuation ($)
17.3 b
Valuation ($)
N/A
Valuation ($)
2.6 b
Valuation ($)
N/A

Financial

Revenue (est.)
Revenue (est.)
$6.3b (FY, 2025)
Revenue (est.)
N/A
Revenue (est.)
$708.5m (FY, 2023)
Revenue (est.)
N/A
Net income
Net income
$798.7m (FY, 2025)
Net income
N/A
Net income
$123.1m (FY, 2023)
Net income
N/A

Operating

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

Funding

Total funding raised
Total funding raised
N/A
Total funding raised
$ 80m
Total funding raised
$ 2.8m
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
AssetMark
HQ
Concord, US
Employees
980

AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.

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