VOL. XCIV, NO. 247
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Replacement verdicts
Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Envestnet Wealth Management Platform competitor is worth testing first.
Looking for a Envestnet Wealth Management Platform replacement? We've profiled 4 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.
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Best for: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.
Watch for: Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.
Best for: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.
Watch for: Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
Best for: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.
Watch for: Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.
Best for: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.
Watch for: Advisor-firm product, not retail: Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.
Our ranked order by workflow overlap and quality.
Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.
Contact for pricing
Bottom line: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.
Contact for pricing
Bottom line: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.
Contact for pricing
Bottom line: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.
$275/moto go paid
No comparable monthly price for Envestnet Wealth Management Platform
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 Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets. and Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform. features (workflow overlap ~83%).
Round out your stack with new coverage areas like Data Visualizations, Tax Lots / Lot Optimization, Custom Dashboards, and Audit Trail / Supervision.
Most shared categories across the top matches.
Categories the alternatives add beyond Envestnet Wealth Management Platform.
Free to start
0/4
0 of 4 start free, which Envestnet Wealth Management Platform does not.
Paid plans from
$275/mo
Orion Advisor Tech is the cheapest listed monthly upgrade. No comparable monthly price is listed for Envestnet Wealth Management Platform.
Mobile app
4 of 4
4 have a mobile app, like Envestnet Wealth Management Platform.
API access
4 of 4
4 expose an API or data feed, usually on a paid plan.
Hands-on tested
0 of 4
0 tested hands-on. 0 are analyst picks.
Coverage overlap
79%
Average share of Envestnet Wealth Management Platform categories each alternative covers.
Addepar, Masttro, and SS&C Black Diamond Wealth Solutions share the most workflows with Envestnet Wealth Management Platform, in that order. Start with the one whose Keep list matches what you use daily.
Between them the top matches cover Advisor Operations, APIs & Data Feeds, Broker Connectors, Portfolio, Wealth Management, and Webhooks. Envestnet Wealth Management Platform workflows in those areas move over as they are. The Lose column on each card names what does not.
Missing an alternative, or is a listing out of date? Tell me and I will look.
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.