VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Envestnet Wealth Management Platform vs Sharesight comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Envestnet Wealth Management Platform
envestnet.com
Sharesight
sharesight.com
At a glance
| Envestnet Wealth Management Platform | Sharesight | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | |
| Starting price | — | €7/mo |
| Enterprise option | ||
| Available plans | Enterprise / Platform License | Free, Starter, Standard, Premium, Business |
Vote sentiment comparison
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Platform details
| Attribute | Envestnet Wealth Management Platform | Sharesight |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | Not specified | End of Day |
API access | REST | REST |
Export formats | CSVExcel | CSVPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Envestnet Wealth Management Platform only.
Categories covered by Sharesight only.
Frequently Asked Questions
What's the difference between Envestnet Wealth Management Platform and Sharesight?
Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Sharesight specializes in Portfolio, Risk Metrics, and Performance Attribution. They overlap in 7 categories, so choose based on your preferred workflow and pricing.
Is Envestnet Wealth Management Platform or Sharesight free to use?
Sharesight 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 Sharesight and upgrade later if you need more advanced features.
Which is better for beginners—Envestnet Wealth Management Platform or Sharesight?
Sharesight is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Do Envestnet Wealth Management Platform and Sharesight 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 Sharesight?
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 Sharesight if Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported. better fits how you invest.
What asset classes do Envestnet Wealth Management Platform and Sharesight cover?
Both cover Stocks, ETFs, Mutual Funds, Funds, Bonds, and Real Estate. Envestnet Wealth Management Platform also includes Hedge Funds, and Private Funds. Sharesight adds coverage for Cryptos, and Other.
Can I export data from Envestnet Wealth Management Platform and Sharesight?
Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.
Can Envestnet Wealth Management Platform or Sharesight connect to my broker?
Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.
Can I track my portfolio with Envestnet Wealth Management Platform or Sharesight?
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.