Alternatives to Envestnet

A global technology and data platform empowering investment professionals with insights and tools.

Intelligent Wealth Management

Technology platform for financial advisors to manage client relationships and operations.

Empower provides a platform for financial advisors to manage client relationships and grow their businesses.

An AI-native wealth operating system for financial advisors, unifying client management and operations.

Family office owner of GeoWealth.

Global financial services software and services provider for investment management.

Brinker Capital is a wealth management firm providing investment consulting and outsourced investment management services.

Next-generation operating system for wealth management.

Financial planning and investment management platform for individuals and financial advisors.

All-in-one personal finance management platform for tracking investments and assets.

Building the financial system of record for households.

eToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.

AI-driven personalized financial planning and investment management.

Digital wealth management platform for financial advisors and their clients.

Plaid provides a data transfer network powering fintech and digital finance products.

Financial wellness and investment platform for women, focused on closing the gender pay gap.

European open banking platform enabling financial data access, payments, and financial service development.

AI-powered platform for wealth management and family office operations.

Monarch Money is a comprehensive platform for managing personal finances, offering tools for tracking, budgeting, planning, and collaborating with partners or professionals.