MoneyGuide
Financial Software · Virginia, United States · 51-200 Employees
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Overview
Headquarters
1588 Oakbridge Ter, Powhatan, Virginia, ...Phone Number
(804) 744-5900Website
www.moneyguidepro.comRevenue
$21.7 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About MoneyGuide
Envestnet | MoneyGuide offers a comprehensive financial planning software platform designed to engage clients through both micro and holistic planning experiences. Their solutions include interactive goals-based planning, advanced estate strategies, and cash flow management tools, catering to a wide range of clients from everyday individuals to ultra-high-net-worth individuals. The platform emphasizes collaboration between advisors and clients, helping to define and prioritize financial goals while providing dynamic insights and stress testing features. With a focus on simplifying the planning process, MoneyGuide aims to transform how clients view their financial futures.Explore more
MoneyGuide Org Chart
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2015
Private Equity
$1M
MoneyGuide Tech Stack
A closer look at the technologies used by MoneyGuide
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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
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...Envestnet | MoneyGuide Launches 'Spend vs. Borrow' and 'Mortgage Refinance' Blocks to Enhance Ongoing Advisor-Client Conversations
RICHMOND, Va., March 29, 2021 /PRNewswire/ -- Envestnet | MoneyGuide announced the launch of two new blocks – the Spend vs. Borrow Block and the Mortgage Refinance Block – in its MyBlocksSM series. "Given the current interest-rate environment, many Americans are wondering whether now...
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Envestnet | MoneyGuide offers a comprehensive financial planning software platform designed to engage clients through both micro and holistic planning experiences. Their solutions include interactive goals-based planning, advanced estate strategies, and cash flow management tools, catering to a wide range of clients from everyday individuals to ult... Read More
