Envestnet vs Wealth365

Envestnet vs Wealth365, compared side by side on 13 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 Wealth365 on 8/100.

Envestnet logo
EnvestnetFinancial technology company providing wealth management solutions and data aggregation.
Try Envestnet
Wealth365 logo
Wealth365Professional UK financial planning tools for wealth management and investment tracking.
Try Wealth365

Where each one leads

Envestnet

  • our overall score: 67/100 against 8/100
  • domain rating: 74/100 against 4/100

Wealth365

  • agent readiness: 49/100 against 41/100

At a glance

MeasureEnvestnetWealth365
What it isFinancial technology company providing wealth management solutions and data aggregation.Professional UK financial planning tools for wealth management and investment tracking.
CategoryFintech, Wealth Management, Financial Planning, Data AggregationFintech, Financial Planning, Wealth Management, Investment Tracking
Sells toBusiness modelB2BB2B
OfferingPlatformPlatform
Founded19992026
HeadquartersChicago, United StatesUnited Kingdom
StatusActiveActive

Size, funding and growth

MeasureEnvestnetWealth365
Employees2,774Not published
Total funding$4.5BNot published
Latest roundAcquisitionNot published
Valuation$300MNot published
LinkedIn followers113,236Not published

StartupHub scores

Our own 0-100 ratings. They measure company strength and site quality, not which product suits you.

MeasureEnvestnetWealth365
StartupHub scoreOur 0-100 rating67/1008/100
Traction60/100Not published
Team70/100Not published
Community15/100Not published
Search visibility32/1003/100
Quality78/100Not published
Agent readinessHow well an AI agent can read and act on the siteD (41/100)D (49/100)
Domain ratingLink authority, 0-10074/1004/100

Technology

Detected on each public site, so it reflects the marketing stack as well as the product.

MeasureEnvestnetWealth365
HostingAWSGoogle Cloud
CDNCloudFrontNot detected
FrameworksJquery, Tailwind CSSBootstrap

Envestnet vs Wealth365: common questions

Which is better, Envestnet or Wealth365?

On our 0-100 score Envestnet rates higher (67/100 against 8/100). 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 13 data points above: read the rows that match what you are buying for.

How do Envestnet and Wealth365 compare on the numbers?

Envestnet leads on our overall score (67/100 against 8/100), domain rating (74/100 against 4/100). Wealth365 leads on agent readiness (49/100 against 41/100).

Read the full Envestnet review and pricing or the Wealth365 review and pricing. You can also browse other Envestnet alternatives we track.