Envestnet vs Finary
Envestnet vs Finary, compared side by side on 17 data points: what each one does, how big it is, what it has raised, the tech running each site, and what users report. We score both out of 100 on traction, team and visibility: Envestnet is on 67/100 and Finary on 44/100.
Where each one leads
Envestnet
- our overall score: 67/100 against 44/100
- domain rating: 74/100 against 61/100
- headcount: 2,774 against 175
- funding raised: $4.5B against $37.2M
- LinkedIn following: 113,236 against 47,540
Finary
Leads on none of the measures we hold for both companies.
At a glance
| Measure | Envestnet | Finary |
|---|---|---|
| What it is | Financial technology company providing wealth management solutions and data aggregation. | All-in-one personal finance management platform for tracking investments and assets. |
| Category | Fintech, Wealth Management, Financial Planning, Data Aggregation | Fintech, Personal Finance, Investment Tracking, Wealth Management |
| Sells toBusiness model | B2B | B2C |
| Offering | Platform | Software |
| Founded | 1999 | 2020 |
| Headquarters | Chicago, United States | Paris, France |
| Status | Active | Active |
Size, funding and growth
| Measure | Envestnet | Finary |
|---|---|---|
| Employees | 2,774 | 175 |
| Total funding | $4.5B | $37.2M |
| Latest round | Acquisition | Series B |
| Valuation | $300M | Not published |
| LinkedIn followers | 113,236 | 47,540 |
StartupHub scores
Our own 0-100 ratings. They measure company strength and site quality, not which product suits you.
| Measure | Envestnet | Finary |
|---|---|---|
| StartupHub scoreOur 0-100 rating | 67/100 | 44/100 |
| Traction | 60/100 | 32/100 |
| Team | 70/100 | Not published |
| Community | 15/100 | Not published |
| Search visibility | 32/100 | 8/100 |
| Quality | 78/100 | Not published |
| Agent readinessHow well an AI agent can read and act on the site | D (41/100) | F (39/100) |
| Domain ratingLink authority, 0-100 | 74/100 | 61/100 |
Technology
Detected on each public site, so it reflects the marketing stack as well as the product.
| Measure | Envestnet | Finary |
|---|---|---|
| Hosting | AWS | Not detected |
| CDN | CloudFront | Cloudflare |
| CMS | Not detected | Webflow |
| Frameworks | Jquery, Tailwind CSS | Not detected |
| Analytics | Not detected | Google Tag Manager |
| Support stack | Not detected | Intercom |
Envestnet vs Finary: common questions
Which is better, Envestnet or Finary?
On our 0-100 score Envestnet rates higher (67/100 against 44/100). The score weights traction, team, visibility and profile completeness, so it reflects company strength rather than which product suits you. We compare the two on 17 data points above: read the rows that match what you are buying for.
How do Envestnet and Finary compare on the numbers?
Envestnet leads on our overall score (67/100 against 44/100), domain rating (74/100 against 61/100), headcount (2,774 against 175), funding raised ($4.5B against $37.2M), LinkedIn following (113,236 against 47,540).
Read the full Envestnet review and pricing or the Finary review and pricing. You can also browse other Envestnet alternatives we track.