Envestnet 

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Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.
SS&C Technologies
SSNC
Mkt Cap16.04B
SS&C Technologies offers similar financial technology and services, directly competing in the wealth management software market.
Fidelity National Information Services
FIS
Mkt Cap21.7B
Fidelity National Information Services provides banking and payments technologies that overlap with Envestnet's financial services and solutions.
Fiserv
FISV
Mkt Cap26.9B
Fiserv offers financial services technology solutions that compete with Envestnet's offerings in the wealth management and financial advisory sectors.
Blackrock
BLK
Mkt Cap168.47B
BlackRock provides investment management software and services through its Aladdin platform, competing in the asset management tech space.
MSCI
MSCI
Mkt Cap43.98B
MSCI's investment decision support tools, including indexes and portfolio management software, place it in competition with Envestnet's analytics and financial planning tools.
Automatic Data Processing
ADP
Mkt Cap96.7B
Automatic Data Processing offers human capital management solutions that, while not directly financial management, compete in the broader market of services for financial advisors and institutions.
Intuit
INTU
Mkt Cap75.21B
Intuit, through its financial and accounting software, competes with Envestnet's financial management and planning tools, especially in the small business and individual sectors.
Intercontinental Exchange
ICE
Mkt Cap76.49B
Intercontinental Exchange operates global financial exchanges and provides data services that compete with Envestnet's market data and analytics offerings.
SEI Investments
SEIC
Mkt Cap11.48B
SEI Investments Company provides investment processing, management, and operations solutions that compete with Envestnet's suite of services for advisors and wealth managers.
Oracle
ORCL
Mkt Cap405.11B
Oracle offers financial services software that competes with Envestnet in providing comprehensive tools and platforms for financial management and analytics.

About

Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. It also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.
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CEO
William Crager
Employees
3069
Country
United States
ISIN
US29404K1060

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FAQ

What is Envestnet stock ticker?
Depending on the exchange, the stock ticker may vary. For instance, on Boerse Stuttgart exchange Envestnet stocks are traded under the ticker 30E.STU.
How many employees does Envestnet have?
As of July 26, 2026, the company has 3,069 employees.
In which sector is Envestnet located?
Envestnet operates in the Other sector.
When did Envestnet complete a stock split?
Envestnet has not had any recent stock splits.
Where is Envestnet headquartered?
Envestnet is headquartered in Chicago, United States.