Envestnet competitors, on the record
The companies Envestnet names as competitors in its annual reports, 2021 to 2023, and the companies that name Envestnet, each with the sentence and the filing.
Who Envestnet names
| Company | Named in |
|---|---|
| Advent Software (a subsidiary of SS&C Technologies Holdings, Inc.) | 2023 |
| Finicity Corporation (a subsidiary of Mastercard International Inc.) | 2023 |
| Fiserv, Inc | 2023 |
| Intuit, Inc. | 2023 |
| InvestCloud | 2023 |
| Orion Advisor Services | 2023 |
| Pershing LLC (a subsidiary of BNY Mellon Corporation) | 2023 |
| Plaid Inc. | 2023 |
In its own words
Advent Software (a subsidiary of SS&C Technologies Holdings, Inc.), Finicity Corporation (a subsidiary of Mastercard International Inc.), Fiserv, Inc, Intuit, Inc., InvestCloud, Orion Advisor Services, Pershing LLC (a subsidiary of BNY Mellon Corporation), Plaid Inc.
Word for word“Representative competitors include Pershing LLC (a subsidiary of BNY Mellon Corporation), InvestCloud, Advent Software (a subsidiary of SS&C Technologies Holdings, Inc.) and Orion Advisor Services in our Envestnet Wealth Solutions business and Intuit, Inc., Plaid Inc., Finicity Corporation (a subsidiary of Mastercard International Inc.) and Fiserv, Inc in our Envestnet Data & Analytics business.” 10-K for 2023
Who names Envestnet
Companies whose own annual reports name Envestnet as a competitor.
Word for word“Principal competitors include investment advisory platform providers, such as Envestnet and Orion, as well as diversified firms that focus on custody operations, such as Charles Schwab & Co., Inc., and Fidelity Investments.” 10-K for 2025
Word for word“Our competitors include Envestnet, Orion, Addepar, SEI’s wealth management platform and custodians such as Charles Schwab, Fidelity and Raymond James.” 10-K for 2025
Read from Envestnet’s annual reports (10-K for 2023, 10-K for 2022, 10-K for 2021) and the financial data it files with the SEC, as of 2024-02-28. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.