VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Envestnet Wealth Management Platform vs GuruFocus comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Envestnet Wealth Management Platform
envestnet.com
GuruFocus
gurufocus.com
At a glance
| Envestnet Wealth Management Platform | GuruFocus | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | — | $41.58/mo |
| Enterprise option | ||
| Available plans | Enterprise / Platform License | Free, Premium (Annual, USA), Premium (Monthly, USA), PremiumPlus (Annual, USA), PremiumPlus (Monthly, USA), Professional (Annual, USA), Professional (Monthly, USA), GuruAPI Data Licensing |
Vote sentiment comparison
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Platform details
| Attribute | Envestnet Wealth Management Platform | GuruFocus |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds | StocksETFsMutual FundsOptionsFunds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | Not specified | End of Day |
API access | REST | REST |
Export formats | CSVExcel | ExcelImagePDFJSON |
Coverage overlap
Categories covered by Envestnet Wealth Management Platform only.
Categories covered by GuruFocus only.
Frequently Asked Questions
What's the difference between Envestnet Wealth Management Platform and GuruFocus?
Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while GuruFocus specializes in Screeners, Stock Ideas, and Stock Comparison. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
Is Envestnet Wealth Management Platform or GuruFocus free to use?
GuruFocus offers a free tier that lets you get started without paying, while Envestnet Wealth Management Platform requires a subscription. If budget is a concern, start with GuruFocus and upgrade later if you need more advanced features.
Which is better for beginners—Envestnet Wealth Management Platform or GuruFocus?
GuruFocus is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Do Envestnet Wealth Management Platform and GuruFocus have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Envestnet Wealth Management Platform or GuruFocus?
Choose Envestnet Wealth Management Platform if you need End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., and RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process.. Go with GuruFocus if Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios. better fits how you invest.
What asset classes do Envestnet Wealth Management Platform and GuruFocus cover?
Both cover Stocks, ETFs, Mutual Funds, and Funds. Envestnet Wealth Management Platform also includes Bonds, Real Estate, Hedge Funds, and Private Funds. GuruFocus adds coverage for Options.
Can I export data from Envestnet Wealth Management Platform and GuruFocus?
Both platforms let you export data to spreadsheets (Excel). This is useful for custom analysis or record-keeping.
Can Envestnet Wealth Management Platform or GuruFocus connect to my broker?
Envestnet Wealth Management Platform connects with brokers for portfolio syncing. GuruFocus requires manual portfolio entry or data import.
Which has a better stock screener—Envestnet Wealth Management Platform or GuruFocus?
GuruFocus includes a stock screener for finding investment ideas. Envestnet Wealth Management Platform focuses on other analytical tools.
Can I track my portfolio with Envestnet Wealth Management Platform or GuruFocus?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
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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.