VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Envestnet Wealth Management Platform vs Uncle Stock comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Envestnet Wealth Management Platform
envestnet.com
Uncle Stock
unclestock.com
At a glance
| Envestnet Wealth Management Platform | Uncle Stock | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | |
| Starting price | — | $10.83/mo |
| Enterprise option | ||
| Available plans | Enterprise / Platform License | Free, Bronze (Monthly), Bronze (Yearly), Silver (Monthly), Silver (Yearly), Gold (Monthly), Gold (Yearly) |
Vote sentiment comparison
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Platform details
| Attribute | Envestnet Wealth Management Platform | Uncle Stock |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds | StocksCryptos |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | Not specified | Not specified |
API access | REST | REST |
Export formats | CSVExcel | CSV |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Envestnet Wealth Management Platform only.
Categories covered by Uncle Stock only.
Frequently Asked Questions
What's the difference between Envestnet Wealth Management Platform and Uncle Stock?
Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Uncle Stock specializes in Screeners, Backtesting, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Envestnet Wealth Management Platform or Uncle Stock free to use?
Uncle Stock 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 Uncle Stock and upgrade later if you need more advanced features.
Which is better for beginners—Envestnet Wealth Management Platform or Uncle Stock?
Uncle Stock is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Envestnet Wealth Management Platform or Uncle Stock on my phone?
Envestnet Wealth Management Platform has a mobile app so you can check your research on the go. Uncle Stock is web-only, so you'll need a browser to access it from mobile devices.
Do Envestnet Wealth Management Platform and Uncle Stock 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 Uncle Stock?
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 Uncle Stock if Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze ., and Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent) . better fits how you invest.
What asset classes do Envestnet Wealth Management Platform and Uncle Stock cover?
Both cover Stocks. Envestnet Wealth Management Platform also includes ETFs, Mutual Funds, Funds, Bonds, Real Estate, Hedge Funds, and Private Funds. Uncle Stock adds coverage for Cryptos.
Can I export data from Envestnet Wealth Management Platform and Uncle Stock?
Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.
Can Envestnet Wealth Management Platform or Uncle Stock connect to my broker?
Envestnet Wealth Management Platform connects with brokers for portfolio syncing. Uncle Stock requires manual portfolio entry or data import.
Which has a better stock screener—Envestnet Wealth Management Platform or Uncle Stock?
Uncle Stock includes a stock screener for finding investment ideas. Envestnet Wealth Management Platform focuses on other analytical tools.
Can I track my portfolio with Envestnet Wealth Management Platform or Uncle Stock?
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.
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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.