VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

Envestnet Wealth Management Platform vs Hunter comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Envestnet Wealth Management Platform adds Wealth Management, Portfolio, Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Client Portal & Mobile App, CRM & Workflow, Document Vault & e-Signature, Data APIs, and Broker Connectors coverage that Hunter skips.

Hunter includes Zapier / Make, and Sheets / Excel Add-ins categories that Envestnet Wealth Management Platform omits.

Hunter keeps a free entry point that Envestnet Wealth Management Platform lacks.

Envestnet Wealth Management Platform ships a mobile app. Hunter is web/desktop only.

In depth comparison

Envestnet Wealth Management Platform

envestnet.com

Enterprise wealth and data platform for RIAs, broker-dealers, banks/trusts, asset managers and fintechs. Envestnet’s “Unified Managed Platform” spans the Wealth Management Platform, Envestnet | Tamarac, MoneyGuide, BillFin, Payments, and Envestnet Data & Analytics (incl. Envestnet | Yodlee). Modules are typically licensed separately and sold via enterprise contracts; the platform is aimed at professional firms rather than self-directed retail.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.
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.
Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale.
Envestnet | Tamarac modules: Trading for model management, account monitoring, trading, balancing and reconciliation; Reporting for portfolio analysis, flexible client reporting and billing; plus tight integration with Envestnet’s managed account and research portal.
Comprehensive billing stack: core platform billing with configurable billing levels and modes (advance/arrears), flexible cycles and flat/linear/tiered schedules; BillFin cloud billing for RIAs with AUM‑based fee calculation, CSV/Excel custodian files, customizable invoices, reminders/alerts, proration, reporting/analytics and fee‑splitting; and Payments for subscription, hourly and retainer fee‑for‑service billing with ACH/credit‑card collection and an advisor revenue dashboard.

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Hunter

hunter.io

An email outreach and verification platform with both web and API access. The free plan includes API keys and unlimited team members, though CSV exports are capped (e.g. 10 results per domain) and some Campaigns features like link tracking and reporting are restricted. Campaign webhooks are supported, making it easy to integrate Hunter into wider workflows.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Domain Search to discover professional emails by company or domain.
Email Finder tool that returns verified or deduced addresses with a confidence score and verification status.
Email Verifier with SMTP-level checks and source information; supports bulk verification.
Bulk tools (Domain Search, Email Finder, Email Verifier) accept CSV/Excel/Numbers/TXT input and return CSV exports.
Google Sheets add-on to find and verify emails directly in spreadsheets using an API key.

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Where they differ

Envestnet Wealth Management Platform

Distinct strengths include:

Wealth Management Portfolio Portfolio Accounting / Book of Record Client & Investor Reporting Rebalancing & Trading Model Portfolios & Sleeves Fee Billing & Invoicing Householding & Multi-Entity

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.
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.
Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale.
Envestnet | Tamarac modules: Trading for model management, account monitoring, trading, balancing and reconciliation; Reporting for portfolio analysis, flexible client reporting and billing; plus tight integration with Envestnet’s managed account and research portal.

Hunter

Distinct strengths include:

Zapier / Make Sheets / Excel Add-ins

Domain Search to discover professional emails by company or domain.
Email Finder tool that returns verified or deduced addresses with a confidence score and verification status.
Email Verifier with SMTP-level checks and source information; supports bulk verification.
Bulk tools (Domain Search, Email Finder, Email Verifier) accept CSV/Excel/Numbers/TXT input and return CSV exports.

Feature-by-feature breakdown

Attribute	Envestnet Wealth Management Platform	Hunter
Categories Which research workflows each platform targets	Shared: APIs & SDKs, Webhooks Unique: Wealth Management, Portfolio, Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Client Portal & Mobile App, CRM & Workflow, Document Vault & e-Signature, Data APIs, Broker Connectors	Shared: APIs & SDKs, Webhooks Unique: Zapier / Make, Sheets / Excel Add-ins
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds, Bonds, Real Estate, Hedge Funds, Private Funds	Other
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, API
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. 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. Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale. Envestnet \| Tamarac modules: Trading for model management, account monitoring, trading, balancing and reconciliation; Reporting for portfolio analysis, flexible client reporting and billing; plus tight integration with Envestnet’s managed account and research portal. Comprehensive billing stack: core platform billing with configurable billing levels and modes (advance/arrears), flexible cycles and flat/linear/tiered schedules; BillFin cloud billing for RIAs with AUM‑based fee calculation, CSV/Excel custodian files, customizable invoices, reminders/alerts, proration, reporting/analytics and fee‑splitting; and Payments for subscription, hourly and retainer fee‑for‑service billing with ACH/credit‑card collection and an advisor revenue dashboard. Global, multi‑currency fee management for asset managers, allowing firms to manage assets in one currency, calculate fees in another, bill clients in a third, and post GL entries in a fourth, supporting worldwide revenue operations.	Unique Domain Search to discover professional emails by company or domain. Email Finder tool that returns verified or deduced addresses with a confidence score and verification status. Email Verifier with SMTP-level checks and source information; supports bulk verification. Bulk tools (Domain Search, Email Finder, Email Verifier) accept CSV/Excel/Numbers/TXT input and return CSV exports. Google Sheets add-on to find and verify emails directly in spreadsheets using an API key. Email integrations with Gmail and Outlook to send campaigns directly.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Envestnet Wealth Management Platform and Hunter both support?

Both platforms cover APIs & SDKs, and Webhooks workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Hunter offers a free entry point, while Envestnet Wealth Management Platform requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Envestnet Wealth Management Platform ships a dedicated mobile experience, while Hunter focuses on web or desktop access.

What unique strengths set the two platforms apart?

Envestnet Wealth Management Platform differentiates itself with 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., 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., and Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale., whereas Hunter stands out for Domain Search to discover professional emails by company or domain., Email Finder tool that returns verified or deduced addresses with a confidence score and verification status., and Email Verifier with SMTP-level checks and source information; supports bulk verification..

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