VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Envestnet Wealth Management Platform vs Scalable Capital comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Envestnet Wealth Management Platform
envestnet.com
Scalable Capital
scalable.capital
At a glance
| Envestnet Wealth Management Platform | Scalable Capital | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Enterprise / Platform License | FREE, PRIME+ Broker |
Vote sentiment comparison
Loading sentiment chart...
Platform details
| Attribute | Envestnet Wealth Management Platform | Scalable Capital |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds | StocksETFsMutual FundsBonds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Europe |
Data freshness | Not specified | Not specified |
API access | REST | Not specified |
Export formats | CSVExcel | CSVPDF |
Coverage overlap
Categories covered by Envestnet Wealth Management Platform only.
Categories covered by Scalable Capital only.
Frequently Asked Questions
What's the difference between Envestnet Wealth Management Platform and Scalable Capital?
Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Scalable Capital specializes in Brokerage, Wealth Management, and Portfolio. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
Is Envestnet Wealth Management Platform or Scalable Capital free to use?
Scalable Capital 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 Scalable Capital and upgrade later if you need more advanced features.
Which is better for beginners—Envestnet Wealth Management Platform or Scalable Capital?
Scalable Capital is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Does Envestnet Wealth Management Platform or Scalable Capital have an API?
Envestnet Wealth Management Platform provides API access for programmatic data retrieval and custom integrations. Scalable Capital doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Envestnet Wealth Management Platform or Scalable Capital?
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 Scalable Capital if Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free., and Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds. better fits how you invest.
What asset classes do Envestnet Wealth Management Platform and Scalable Capital cover?
Both cover Stocks, ETFs, Mutual Funds, and Bonds. Envestnet Wealth Management Platform also includes Funds, Real Estate, Hedge Funds, and Private Funds.
Can I export data from Envestnet Wealth Management Platform and Scalable Capital?
Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.
Can Envestnet Wealth Management Platform or Scalable Capital connect to my broker?
Envestnet Wealth Management Platform connects with brokers for portfolio syncing. Scalable Capital requires manual portfolio entry or data import.
Can I track my portfolio with Envestnet Wealth Management Platform or Scalable Capital?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.