VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Envestnet Wealth Management Platform vs SEC.gov (EDGAR) comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Envestnet Wealth Management Platform
envestnet.com
SEC.gov (EDGAR)
sec.gov
At a glance
| Envestnet Wealth Management Platform | SEC.gov (EDGAR) | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Enterprise / Platform License | Free |
Vote sentiment comparison
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Platform details
| Attribute | Envestnet Wealth Management Platform | SEC.gov (EDGAR) |
|---|---|---|
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 | REST |
Export formats | CSVExcel | JSON |
Coverage overlap
Categories covered by Envestnet Wealth Management Platform only.
Categories covered by SEC.gov (EDGAR) only.
Frequently Asked Questions
What's the difference between Envestnet Wealth Management Platform and SEC.gov (EDGAR)?
Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while SEC.gov (EDGAR) specializes in Improved Filings, Insider Data, and 13F. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
Is Envestnet Wealth Management Platform or SEC.gov (EDGAR) free to use?
SEC.gov (EDGAR) 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.gov (EDGAR) and upgrade later if you need more advanced features.
Which is better for beginners—Envestnet Wealth Management Platform or SEC.gov (EDGAR)?
SEC.gov (EDGAR) is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Envestnet Wealth Management Platform or SEC.gov (EDGAR) on my phone?
Envestnet Wealth Management Platform has a mobile app so you can check your research on the go. SEC.gov (EDGAR) is web-only, so you'll need a browser to access it from mobile devices.
Do Envestnet Wealth Management Platform and SEC.gov (EDGAR) 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.gov (EDGAR)?
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.gov (EDGAR) if Search Filings provides free public access to EDGAR documents and search tools (e.g., Full Text Search, Latest Filings, Mutual Fund Search)., and EDGAR Full-Text Search covers electronic filings since 2001 (including exhibits/attachments) and supports queries by keyword, ticker, company name, CIK, and reporter; boolean/wildcards and advanced search are supported (natural-language search is not). better fits how you invest.
What asset classes do Envestnet Wealth Management Platform and SEC.gov (EDGAR) 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.gov (EDGAR) have real-time data?
SEC.gov (EDGAR) 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.gov (EDGAR)?
Envestnet Wealth Management Platform supports data exports to CSV, and Excel. SEC.gov (EDGAR) has more limited export options.
Can Envestnet Wealth Management Platform or SEC.gov (EDGAR) connect to my broker?
Envestnet Wealth Management Platform connects with brokers for portfolio syncing. SEC.gov (EDGAR) requires manual portfolio entry or data import.
Can I track my portfolio with Envestnet Wealth Management Platform or SEC.gov (EDGAR)?
Envestnet Wealth Management Platform offers portfolio tracking features. SEC.gov (EDGAR) is more focused on research and analysis.
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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.