Alternatives to Envestnet
The top Fintech companies similar to Envestnet, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
SS&C Technologies26Automation & RPAWindsor, United States
Orion Advisor Solutions67FintechOmaha, United States$223.0M
Addepar61FintechNew York City, United States$412.1M
Empower22FintechGreenwood Village, United States
The Globe Resources Group54Financial ServicesWichita, United States$117.5M- BRBrinker Capital24Wealth ManagementBerwyn, United States
Axiom Trust Company55FintechLas Vegas, United States$11.8M
Prestige Wealth31FintechNew York, United States$161.0M- LALandytech27FintechLondon, United Kingdom$23.0M
ClousFintech- VeritageFintechNew York, United States$12.0M
Bloomberg L.P.82FintechNew York, United States$60.1B
Plaid74FintechSan Francisco, United States$1.4B
StarkWare73BlockchainTel Aviv, Israel$196.0M
Hebbia72Agentic AINew York, United States$100.0M
Abacum70FintechTel Aviv, Israel$224.5M- COCoverMyMeds69HealthTechColumbus, United States$205.0M
Tink67FintechStockholm, Sweden$299.0M
Modern Treasury67FintechSan Francisco, United States$145.1M
Thought Machine62FintechLondon, United Kingdom$462.8M
Belvo62FintechMexico City, Mexico$71.0M
CONQUEST61FintechWinnipeg, Canada$3.0M
Utila60Digital AssetsSan Francisco, United States$51.5M
Performativ60FintechCopenhagen, Denmark$20.2M
DRIVEWEALTH59FintechLong Branch, United States$585.8M
Payflows58FintechParis, France$32.1M
zocks58AI AssistantSan Francisco, United States$128.6M
Ownera58BlockchainTel Aviv, Israel$20.0M
Monarch Money57FintechSan Francisco, United States$20.0M
IronVest57DataNew York, United States$23.0M
Identiq57CryptographicTel Aviv, Israel$52.0M
Gyde57InsuranceNew York, United States$60.0M
Blockdaemon57BlockchainNew York, United States$25.0M
rogo56FinanceNew York, United States$322.0M
EasySend56InsuranceTel Aviv, Israel$71.5M
Kissterra56InsuranceTel Aviv, Israel$76.0M
Adyen56FintechAmsterdam, Netherlands$369.0M
Mosaic55FintechSan Francisco, United States$37.0M- ICICONIQ Capital55Venture CapitalSan Francisco, United States$10.0B
Edge & Node55FintechSan Francisco, United States$60.0M
Amberflo.io54EnterpriseSan Francisco, United States$20.0M
UPTIQ54Agentic AIMcKinney, United States$49.0M
Okoora54FintechTel Aviv, Israel
giniX54Generative AITel Aviv, Israel
Ellevest53FintechNew York, United States$100.0M
Senso53AI Visibility PlatformToronto, Canada$5.3M
Tres.finance52FintechTel Aviv, Israel$18.6M- WYWyden52FintechNew York, United States$16.9M
Clear52Identity VerificationNew York, United States$100.0M
collation.ai51Document / Data ManagementStamford, United States$12.0M
Quilter50FintechLondon, United Kingdom$725.0M
Kima50BlockchainTel Aviv, Israel$6.7M- SASatori Investment Partners50Venture CapitalSan Francisco, United States$100.0M
Bound50FintechNew York, United States$24.5M- RIRipple50FintechSan Francisco, United States$2.0B
Ampersend49Agentic AISan Francisco, United States$4.0M
Breeze48FintechTel Aviv, Israel
Insured AI48FintechNew York, United States$2.0M
Otoma48FintechTel Aviv, Israel$8.0M
Persona48Identity VerificationSan Francisco, United States
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| SS&C Technologies | Automation & RPA | Windsor, United States | — | 26 |
| Orion Advisor Solutions | Fintech | Omaha, United States | $223.0M | 67 |
| Addepar | Fintech | New York City, United States | $412.1M | 61 |
| Empower | Fintech | Greenwood Village, United States | — | 22 |
| The Globe Resources Group | Financial Services | Wichita, United States | $117.5M | 54 |
| BRBrinker Capital | Wealth Management | Berwyn, United States | — | 24 |
| Axiom Trust Company | Fintech | Las Vegas, United States | $11.8M | 55 |
| Prestige Wealth | Fintech | New York, United States | $161.0M | 31 |
| LALandytech | Fintech | London, United Kingdom | $23.0M | 27 |
| Clous | Fintech | — | — | — |
| Fintech | New York, United States | $12.0M | — | |
| Bloomberg L.P. | Fintech | New York, United States | $60.1B | 82 |
| Plaid | Fintech | San Francisco, United States | $1.4B | 74 |
| StarkWare | Blockchain | Tel Aviv, Israel | $196.0M | 73 |
| Hebbia | Agentic AI | New York, United States | $100.0M | 72 |
| Abacum | Fintech | Tel Aviv, Israel | $224.5M | 70 |
| COCoverMyMeds | HealthTech | Columbus, United States | $205.0M | 69 |
| Tink | Fintech | Stockholm, Sweden | $299.0M | 67 |
| Modern Treasury | Fintech | San Francisco, United States | $145.1M | 67 |
| Thought Machine | Fintech | London, United Kingdom | $462.8M | 62 |
| Belvo | Fintech | Mexico City, Mexico | $71.0M | 62 |
| CONQUEST | Fintech | Winnipeg, Canada | $3.0M | 61 |
| Utila | Digital Assets | San Francisco, United States | $51.5M | 60 |
| Performativ | Fintech | Copenhagen, Denmark | $20.2M | 60 |
| DRIVEWEALTH | Fintech | Long Branch, United States | $585.8M | 59 |
| Payflows | Fintech | Paris, France | $32.1M | 58 |
| zocks | AI Assistant | San Francisco, United States | $128.6M | 58 |
| Ownera | Blockchain | Tel Aviv, Israel | $20.0M | 58 |
| Monarch Money | Fintech | San Francisco, United States | $20.0M | 57 |
| IronVest | Data | New York, United States | $23.0M | 57 |
| Identiq | Cryptographic | Tel Aviv, Israel | $52.0M | 57 |
| Gyde | Insurance | New York, United States | $60.0M | 57 |
| Blockdaemon | Blockchain | New York, United States | $25.0M | 57 |
| rogo | Finance | New York, United States | $322.0M | 56 |
| EasySend | Insurance | Tel Aviv, Israel | $71.5M | 56 |
| Kissterra | Insurance | Tel Aviv, Israel | $76.0M | 56 |
| Adyen | Fintech | Amsterdam, Netherlands | $369.0M | 56 |
| Mosaic | Fintech | San Francisco, United States | $37.0M | 55 |
| ICICONIQ Capital | Venture Capital | San Francisco, United States | $10.0B | 55 |
| Edge & Node | Fintech | San Francisco, United States | $60.0M | 55 |
| Amberflo.io | Enterprise | San Francisco, United States | $20.0M | 54 |
| UPTIQ | Agentic AI | McKinney, United States | $49.0M | 54 |
| Okoora | Fintech | Tel Aviv, Israel | — | 54 |
| giniX | Generative AI | Tel Aviv, Israel | — | 54 |
| Ellevest | Fintech | New York, United States | $100.0M | 53 |
| Senso | AI Visibility Platform | Toronto, Canada | $5.3M | 53 |
| Tres.finance | Fintech | Tel Aviv, Israel | $18.6M | 52 |
| WYWyden | Fintech | New York, United States | $16.9M | 52 |
| Clear | Identity Verification | New York, United States | $100.0M | 52 |
| collation.ai | Document / Data Management | Stamford, United States | $12.0M | 51 |
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 |
| Kima | Blockchain | Tel Aviv, Israel | $6.7M | 50 |
| SASatori Investment Partners | Venture Capital | San Francisco, United States | $100.0M | 50 |
| Bound | Fintech | New York, United States | $24.5M | 50 |
| RIRipple | Fintech | San Francisco, United States | $2.0B | 50 |
| Ampersend | Agentic AI | San Francisco, United States | $4.0M | 49 |
| Breeze | Fintech | Tel Aviv, Israel | — | 48 |
| Insured AI | Fintech | New York, United States | $2.0M | 48 |
| Otoma | Fintech | Tel Aviv, Israel | $8.0M | 48 |
| Persona | Identity Verification | San Francisco, United States | — | 48 |