Addepar is the closest drop-in replacement with overlapping coverage in Wealth Management, Portfolio, and Advisor Operations while adding Data Visualizations and Tax Lots / Lot Optimization coverage and Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios. and Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform. features (category overlap ~83%).
Envestnet Wealth Management Platform Alternatives & Competitors
VOL. XCIV, NO. 247
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Alternatives to Envestnet Wealth Management Platform
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Envestnet Wealth Management Platform against peers before committing to a long-term plan.
Looking for a Envestnet Wealth Management Platform replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options14With free tiers
Avg. Overlap50%Category match
Mobile Ready16Native apps
Quick takeaways
Budget-conscious? Try Sharesight, GuruFocus, Fiscal.ai, TradingView, Snowball Analytics, SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), Portfolio123, Interactive Brokers (IBKR), Koyfin, Charles Schwab, Stock Analysis, Stock Rover, Delta by eToro, and Marketlog to get started without a paid plan.
Round out your stack with new coverage areas like Data Visualizations, Tax Lots / Lot Optimization, Risk Metrics, and Performance Attribution.
#1 Alternative
Similarity score 1359Category overlap: 83%
Shared coverage
Wealth ManagementPortfolioAdvisor OperationsAPIs & Data FeedsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Other
Why investors switch
- Expands into Data Visualizations and Tax Lots / Lot Optimization coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform., and Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15].
- Pair it with Envestnet Wealth Management Platform if you still need Webhooks.
Adds coverage: Data Visualizations and Tax Lots / Lot Optimization
Standout features: Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], and Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities.
Similarity score 1323Category overlap: 83%
Shared coverage
Wealth ManagementPortfolioAdvisor OperationsAPIs & Data FeedsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Sharesight keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported..
- Pair it with Envestnet Wealth Management Platform if you still need Webhooks.
Adds coverage: Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Public pricing page says 500,000+ investors track investments with Sharesight., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
#3 Alternative
Similarity score 1251Category overlap: 83%
Shared coverage
PortfolioAdvisor OperationsAPIs & Data FeedsWebhooksBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Other
Why investors switch
- Expands into Insider Compliance / Pre-clearance, Audit Trail / Supervision, and Regulatory Filings Monitoring coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies., and Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management.
Adds coverage: Insider Compliance / Pre-clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, and Blogs
Standout features: Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies., Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)., and Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.
#4 Alternative
Similarity score 1241Category overlap: 83%
Shared coverage
Wealth ManagementPortfolioAdvisor OperationsAPIs & Data FeedsBroker Connectors
Assets: Stocks, Mutual Funds, and Bonds
Experience: Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Expands into Custom Dashboards and Audit Trail / Supervision coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets., and Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles..
- Pair it with Envestnet Wealth Management Platform if you still need Webhooks.
Adds coverage: Custom Dashboards and Audit Trail / Supervision
Standout features: Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets., Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles., and Portfolio Management and Consolidated Portfolio Analysis modules provide holistic account views, multi-custodian performance analytics, FX-aware dashboards, and integrated cash-flow projections with filtering by legal entity, family member, manager, and more.
#5 Alternative
Similarity score 1201Category overlap: 67%
Shared coverage
PortfolioAdvisor OperationsAPIs & Data FeedsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Expands into Custom Dashboards, Blogs, and Education coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives., and Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management and Webhooks.
Adds coverage: Custom Dashboards, Blogs, and Education
Standout features: Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives., Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin., and Multi-currency wealth tracking designed for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.
#6 Alternative
Similarity score 1087Category overlap: 67%
Shared coverage
Advisor OperationsAPIs & Data FeedsWebhooksBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Expands into Risk Metrics, Scenario & Stress Tests, and Monte Carlo coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management and Portfolio.
Adds coverage: Risk Metrics, Scenario & Stress Tests, Monte Carlo, and Tax Lots / Lot Optimization
Standout features: Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms., Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services., and Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity.
Similarity score 988Category overlap: 50%
Shared coverage
PortfolioAPIs & Data FeedsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Other
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Webhooks.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 916Category overlap: 50%
Shared coverage
PortfolioAPIs & Data FeedsWebhooks
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Other
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Broker Connectors.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Fiscal MCP is now documented as a first-class integration surface: Fiscal.ai is an official Claude Connector, and the same Streamable HTTP MCP endpoint works with ChatGPT developer mode, Cursor, Codex CLI, VS Code Copilot, Gemini CLI and other MCP clients via OAuth or API-key bearer auth.
Similarity score 862Category overlap: 50%
Shared coverage
PortfolioWebhooksBroker Connectors
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Other
Why investors switch
- TradingView keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Data Visualizations, Quant, and Screeners coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, options, commodities and indices; the current pricing page says TradingView is used by 100M traders and connects to hundreds of data feeds with direct access to 3,539,722 instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ community-powered indicators, 110+ smart drawing tools, Volume Profile, Time Price Opportunity, Volume Footprint, Volume Candles and auto chart patterns..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Data Visualizations, Quant, Screeners, and ETF Screeners
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, options, commodities and indices; the current pricing page says TradingView is used by 100M traders and connects to hundreds of data feeds with direct access to 3,539,722 instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ community-powered indicators, 110+ smart drawing tools, Volume Profile, Time Price Opportunity, Volume Footprint, Volume Candles and auto chart patterns., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 855Category overlap: 33%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Snowball Analytics keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Watchlist, Backtesting, and Dividends coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics and multi-portfolio sync., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 70+ global exchanges and 25+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with automatic daily Snowball sync, aggregator-dependent broker refreshes and manual refresh controls..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Watchlist, Backtesting, Dividends, and Dividend Tax / ADR Withholding
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics and multi-portfolio sync., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 70+ global exchanges and 25+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with automatic daily Snowball sync, aggregator-dependent broker refreshes and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
#11 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 845Category overlap: 17%
Shared coverage
APIs & Data Feeds
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Regulatory Filings Monitoring, IPO, and Corporate Actions & Special Situations coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Portfolio, and Advisor Operations.
Adds coverage: Regulatory Filings Monitoring, IPO, Corporate Actions & Special Situations, and Insider Data
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Similarity score 826Category overlap: 50%
Shared coverage
PortfolioAdvisor OperationsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Annual subscription tiers (Analyst / Presenter / Professional). Current plans page directs users to call for pricing; Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., and Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, APIs & Data Feeds, and Webhooks.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Annual subscription tiers (Analyst / Presenter / Professional). Current plans page directs users to call for pricing; Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs., and Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
Similarity score 796Category overlap: 50%
Shared coverage
PortfolioAPIs & Data FeedsBroker Connectors
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Other
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Screeners, Data Visualizations, and Quant coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Webhooks.
Adds coverage: Screeners, Data Visualizations, Quant, and Stock Ideas
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
Similarity score 785Category overlap: 33%
Shared coverage
PortfolioAPIs & Data Feeds
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Interactive Brokers (IBKR) keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Brokerage, Advanced Order Types, and Smart/Direct Routing coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products, CFDs, crypto ETPs, crypto futures/options, and spot crypto where available by jurisdiction., and Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Webhooks.
Adds coverage: Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading
Standout features: Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products, CFDs, crypto ETPs, crypto futures/options, and spot crypto where available by jurisdiction., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and UK product pages highlight £3/€3 Western European stock and ETF trades at typical trade sizes, larger Western European trades at 0.05% of trade value, and US stock/ETF commissions from USD 0.0005 to USD 0.0035 per share.
Similarity score 775Category overlap: 33%
Shared coverage
PortfolioAdvisor Operations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Other
Why investors switch
- Koyfin keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, APIs & Data Feeds, and Webhooks.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Custom Dashboards
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 763Category overlap: 33%
Shared coverage
PortfolioAPIs & Data Feeds
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Charles Schwab keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Brokerage, Watchlist, and Options coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Zero-commission online trades for listed stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract per side, with separate exchange/regulatory/overnight fees where applicable., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., and paperMoney® virtual accounts that let you practice trading with live market data..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and Webhooks.
Adds coverage: Brokerage, Watchlist, Options, and Paper Trading
Standout features: Zero-commission online trades for listed stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract per side, with separate exchange/regulatory/overnight fees where applicable., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., paperMoney® virtual accounts that let you practice trading with live market data., and Tradable universe spans stocks, ETFs, options, futures, mutual funds, bonds, forex, crypto ETPs, and a coming Schwab Crypto™ account for Bitcoin and Ethereum; futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.
Similarity score 757Category overlap: 33%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Stock Analysis keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., and Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables., and ETF and fund analysis includes ETF screener, ETF comparison, ETF providers/new launches, ETF holdings, mutual-fund screener, fund performance data, and holdings/count data for mutual funds.
Similarity score 743Category overlap: 33%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Stock Rover keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration; the public help center lists the current product version as V12.0., North American coverage: plan comparison pages advertise 14,000+ North American stocks, 7,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., and Powerful screeners: custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, percentile screening on Ultimate tiers, historical/equation screening in Premium Plus and above, and 400+ to 800+ financial metrics depending on plan..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Stock Comparison
Standout features: Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration; the public help center lists the current product version as V12.0., North American coverage: plan comparison pages advertise 14,000+ North American stocks, 7,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., Powerful screeners: custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, percentile screening on Ultimate tiers, historical/equation screening in Premium Plus and above, and 400+ to 800+ financial metrics depending on plan., and Spreadsheet-like comparison table and tile views for comparing stocks, ETFs, funds, portfolios, indices, and custom datasets across financial, operational, pricing, valuation, dividend, analyst, ratings, momentum, and performance metrics.
Similarity score 735Category overlap: 33%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Delta by eToro keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Watchlist, Alerts, and Calendar coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., and Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Watchlist, Alerts, Calendar, and News
Standout features: All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E., and Asset-level pages provide prices, charts, alerts, asset performance, analyst/news-style context, and detail pages for supported instruments.
Similarity score 735Category overlap: 33%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Why investors switch
- Marketlog keeps a free tier, so you can replicate Envestnet Wealth Management Platform workflows without upgrading.
- Expands into Watchlist, Institutional Ownership, and Data Visualizations coverage beyond what Envestnet Wealth Management Platform offers.
- Standout features include All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., and Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood..
- Pair it with Envestnet Wealth Management Platform if you still need Wealth Management, Advisor Operations, and APIs & Data Feeds.
Adds coverage: Watchlist, Institutional Ownership, Data Visualizations, and Risk Metrics
Standout features: All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood., and Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×18Broker Connectors×15APIs & Data Feeds×12Advisor Operations×8Webhooks×4Wealth Management×3
New angles introduced
Categories the alternatives add beyond Envestnet Wealth Management Platform.
Watchlist+13Alerts+12News+12Blogs+11Data Visualizations+11Calendar+10Screeners+10Education+9
Access & Pricing
Free options
14/20
14 picks introduce a free tier you can start with.
Mobile ready
16/20
16 matches support mobile alongside Envestnet Wealth Management Platform.
API availability
12/20
12 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 9 tested
7 tools are flagged as analyst picks; 9 have been hands-on tested.
Avg. coverage overlap
50%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Envestnet Wealth Management Platform?
Envestnet Wealth Management Platform users most often consider Addepar, Sharesight, and SS&C Black Diamond Wealth Solutions as their go-to alternatives.
Which alternatives keep a free tier?
Sharesight, GuruFocus, Fiscal.ai, TradingView, Snowball Analytics, SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), Portfolio123, Interactive Brokers (IBKR), Koyfin, Charles Schwab, Stock Analysis, Stock Rover, Delta by eToro, and Marketlog offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Envestnet Wealth Management Platform alternatives cover?
Expect deep coverage across Advisor Operations, APIs & Data Feeds, Broker Connectors, Portfolio, Wealth Management, and Webhooks, so you can port most Envestnet Wealth Management Platform workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.