MoneyGuide
Financial Software · Virginia, United States · 1K - 5K Employees
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Overview
Headquarters
1588 Oakbridge Ter, Powhatan, Virginia, ...Phone Number
(804) 744-5900Website
www.moneyguidepro.comRevenue
$210.3 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
2
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About MoneyGuide
Envestnet MoneyGuide is a financial technology company that develops cloud-based financial planning software for financial advisors and wealth management professionals. Its platform provides interactive, goals-based planning tools that help advisors create, manage, and evaluate financial plans based on clients' lifetime objectives. The company offers solutions for retirement planning, investment and asset allocation analysis, tax planning, risk management, Social Security optimization, estate planning, cash-flow analysis, and financial wellness. Its product portfolio includes MoneyGuide, Dash, MyBlocks, and Wealth Studios, enabling advisors to serve clients ranging from prospective investors to high-net-worth individuals with complex financial and estate planning needs.Explore more
MoneyGuide Org Chart
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MoneyGuide financials insights
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2015
Private Equity
$1M
MoneyGuide Tech Stack
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Most Recent Scoops
Commentary
employees conducted online research into API Management on Datanyze.com during the week ending 10/18/2019. Apigee API Platform and Microsoft Windows Workflow Foundation were providers specifically evaluated.
Collaboration/Web Apps, Software
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
Product Launch
MoneyGuide has announced the launch of MoneyGuideElite, which leverages the company's MoneyGuide platform to provide financial data management and analysis.
Analytics & Insights, Product Launch, Financial Planning
Product Launch
Product Launch, Financial Planning
MoneyGuide News & Media
Envestnet | MoneyGuide Introduces New Enhancements at Elevate 2026, Expanding Planning Strategies and Client Engagement Tools for Advisors
New artificial intelligence and modernized planning capabilities support more dynamic client conversations to help deepen relationships and drive better planning outcomes BERWYN, Pa., May 19, 2026 /PRNewswire/ -- Envestnet, the leading Adaptive WealthTech company, today announced a series...Flourish Announces Integration with MoneyGuide
Partnership Brings Seamless Connection between Flourish Accounts and Envestnet’s MoneyGuide Dashboard Partnership Brings Seamless Connection between Flourish Accounts and Envestnet’s MoneyGuide DashboardEnvestnet | MoneyGuide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice
NEW YORK, Jan. 20, 2022 /PRNewswire/ -- FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced today a powerful integration which will allow advisors to...Envestnet | MoneyGuide Launches My Plan Builder, a Client-Facing On-ramp to Building a Financial Plan
RICHMOND, Va., Aug. 2, 2021 /PRNewswire/ -- Envestnet | MoneyGuide announced the launch of My Plan Builder, a new category of six blocks in its MyBlocksSM series that can serve as an on-ramp to planning for advisors and their clients. The new blocks within the category are named Your...
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Envestnet MoneyGuide is a financial technology company that develops cloud-based financial planning software for financial advisors and wealth management professionals. Its platform provides interactive, goals-based planning tools that help advisors create, manage, and evaluate financial plans based on clients' lifetime objectives. The company offe... Read More
