VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Envestnet Wealth Management Platform vs Kubera comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Envestnet Wealth Management Platform
envestnet.com
At a glance
| Envestnet Wealth Management Platform | Kubera | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | |
| Starting price | — | $20.75/mo |
| Enterprise option | ||
| Available plans | Enterprise / Platform License | Essentials, Black, Kubera White Label |
Vote sentiment comparison
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Platform details
| Attribute | Envestnet Wealth Management Platform | Kubera |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds | StocksBondsETFsMutual FundsCryptosReal EstateCommoditiesPrivate FundsFundsOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | Not specified | Not specified |
API access | REST | Not specified |
Export formats | CSVExcel | Excel |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Envestnet Wealth Management Platform only.
Frequently Asked Questions
What's the difference between Envestnet Wealth Management Platform and Kubera?
Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Kubera specializes in Portfolio, Broker Connectors, and Data APIs. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
How much do Envestnet Wealth Management Platform and Kubera cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Do Envestnet Wealth Management Platform and Kubera 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 Kubera?
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 Kubera if 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., and 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. better fits how you invest.
What asset classes do Envestnet Wealth Management Platform and Kubera cover?
Both cover Stocks, ETFs, Mutual Funds, Funds, Bonds, Real Estate, and Private Funds. Envestnet Wealth Management Platform also includes Hedge Funds. Kubera adds coverage for Cryptos, Commodities, and Other.
Can I export data from Envestnet Wealth Management Platform and Kubera?
Both platforms let you export data to spreadsheets (Excel). This is useful for custom analysis or record-keeping.
Can Envestnet Wealth Management Platform or Kubera connect to my broker?
Envestnet Wealth Management Platform connects with brokers for portfolio syncing. Kubera requires manual portfolio entry or data import.
Can I track my portfolio with Envestnet Wealth Management Platform or Kubera?
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.