VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Envestnet Wealth Management Platform vs SEC API (sec-api.io) comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Envestnet Wealth Management Platform
envestnet.com
SEC API (sec-api.io)
sec-api.io
At a glance
| Envestnet Wealth Management Platform | SEC API (sec-api.io) | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | $55/mo |
| Enterprise option | ||
| Available plans | Enterprise / Platform License | Free Tier, Personal & Startups, Business (Internal Use), Enterprise & Institutions |
Vote sentiment comparison
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Platform details
| Attribute | Envestnet Wealth Management Platform | SEC API (sec-api.io) |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds | StocksETFsMutual FundsFunds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | Not specified | Real-time |
API access | REST | RESTWebSocket |
Export formats | CSVExcel | JSONPDF |
Coverage overlap
Categories covered by Envestnet Wealth Management Platform only.
Categories covered by SEC API (sec-api.io) only.
Frequently Asked Questions
What's the difference between Envestnet Wealth Management Platform and SEC API (sec-api.io)?
Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while SEC API (sec-api.io) specializes in Data APIs, Regulatory Filings Monitoring, and Insider Data. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
Is Envestnet Wealth Management Platform or SEC API (sec-api.io) free to use?
SEC API (sec-api.io) 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 SEC API (sec-api.io) and upgrade later if you need more advanced features.
Which is better for beginners—Envestnet Wealth Management Platform or SEC API (sec-api.io)?
SEC API (sec-api.io) is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Envestnet Wealth Management Platform or SEC API (sec-api.io) on my phone?
Envestnet Wealth Management Platform has a mobile app so you can check your research on the go. SEC API (sec-api.io) is web-only, so you'll need a browser to access it from mobile devices.
Do Envestnet Wealth Management Platform and SEC API (sec-api.io) 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 SEC API (sec-api.io)?
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 SEC API (sec-api.io) if Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings., and Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN). better fits how you invest.
What asset classes do Envestnet Wealth Management Platform and SEC API (sec-api.io) cover?
Both cover Stocks, ETFs, Mutual Funds, and Funds. Envestnet Wealth Management Platform also includes Bonds, Real Estate, Hedge Funds, and Private Funds.
Does Envestnet Wealth Management Platform or SEC API (sec-api.io) have real-time data?
SEC API (sec-api.io) offers real-time data feeds, which is essential for active traders. Envestnet Wealth Management Platform uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Envestnet Wealth Management Platform and SEC API (sec-api.io)?
Envestnet Wealth Management Platform supports data exports to CSV, and Excel. SEC API (sec-api.io) has more limited export options.
Can Envestnet Wealth Management Platform or SEC API (sec-api.io) connect to my broker?
Envestnet Wealth Management Platform connects with brokers for portfolio syncing. SEC API (sec-api.io) requires manual portfolio entry or data import.
Can I track my portfolio with Envestnet Wealth Management Platform or SEC API (sec-api.io)?
Envestnet Wealth Management Platform offers portfolio tracking features. SEC API (sec-api.io) is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.