VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

Envestnet Wealth Management Platform vs marketstack 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, Webhooks, and Broker Connectors coverage that marketstack skips.

marketstack includes Dividends, Splits, ETF Holdings, Interest Rates, Analyst Recommendations, and Analyst Price Targets categories that Envestnet Wealth Management Platform omits.

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

Envestnet Wealth Management Platform ships a mobile app. marketstack 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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marketstack

marketstack.com

A global market data API with free and paid tiers. End-of-day coverage spans 15+ years and 500k+ tickers, while intraday and real-time access are unlocked on higher plans. Rate limits apply: 5 requests per second globally, with some endpoints (like ETF holdings) counting as multiple calls. Premium tiers add features like SEC/EDGAR filings, analyst ratings, and bond/index data. Data is sourced from Tiingo for U.S. markets, and uptime is tracked on a public status page.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

RESTful JSON API with secure API key access, HTTPS transport, and a 5 requests/sec global limit.
End-of-day data with 15+ years of history across 500,000+ tickers, including MIC-level filtering and adjusted fields (open, close, volume).
Intraday data for U.S. markets via IEX, with intervals from 1–60 minutes. Real-time reference prices are derived from IEX feeds; some fields require separate entitlements.
Professional and higher tiers include real-time stock prices with minute-level updates (1 API call per minute rate cap).
Corporate actions endpoints for dividends and stock splits.

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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.

marketstack

Distinct strengths include:

Dividends Splits ETF Holdings Interest Rates Analyst Recommendations Analyst Price Targets

RESTful JSON API with secure API key access, HTTPS transport, and a 5 requests/sec global limit.
End-of-day data with 15+ years of history across 500,000+ tickers, including MIC-level filtering and adjusted fields (open, close, volume).
Intraday data for U.S. markets via IEX, with intervals from 1–60 minutes. Real-time reference prices are derived from IEX feeds; some fields require separate entitlements.
Professional and higher tiers include real-time stock prices with minute-level updates (1 API call per minute rate cap).

Feature-by-feature breakdown

Attribute	Envestnet Wealth Management Platform	marketstack
Categories Which research workflows each platform targets	Shared: Data APIs, APIs & SDKs 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, Webhooks, Broker Connectors	Shared: Data APIs, APIs & SDKs Unique: Dividends, Splits, ETF Holdings, Interest Rates, Analyst Recommendations, Analyst Price Targets
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds, Bonds, Real Estate, Hedge Funds, Private Funds	Stocks, ETFs, Bonds, Commodities
Experience levels Who each product is built for	Intermediate, Advanced	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 RESTful JSON API with secure API key access, HTTPS transport, and a 5 requests/sec global limit. End-of-day data with 15+ years of history across 500,000+ tickers, including MIC-level filtering and adjusted fields (open, close, volume). Intraday data for U.S. markets via IEX, with intervals from 1–60 minutes. Real-time reference prices are derived from IEX feeds; some fields require separate entitlements. Professional and higher tiers include real-time stock prices with minute-level updates (1 API call per minute rate cap). Corporate actions endpoints for dividends and stock splits. ETF holdings data (Basic+ plans and above) with identifiers like ISIN and CUSIP; each request consumes 20 API calls.
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 marketstack both support?

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

Which tool offers a free plan?

marketstack 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 marketstack 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 marketstack stands out for RESTful JSON API with secure API key access, HTTPS transport, and a 5 requests/sec global limit., End-of-day data with 15+ years of history across 500,000+ tickers, including MIC-level filtering and adjusted fields (open, close, volume)., and Intraday data for U.S. markets via IEX, with intervals from 1–60 minutes. Real-time reference prices are derived from IEX feeds; some fields require separate entitlements..

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