MoneyGuide

MoneyGuide provides web-based financial and retirement planning solutions for broker dealers and institutions. Read more

Robert D Curtis's photo - Founder & CEO of MoneyGuide

Founder & CEO

Robert D Curtis

CEO Approval Rating

83/100

Founded:

1985

Status:

MONEYGUIDE TOP COMPETITORS OR ALTERNATIVES

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Advisor Software Inc is MoneyGuide's #1 competitor. Advisor Software Inc's headquarters is in Walnut Creek, California, and was founded in 1995. Like MoneyGuide, Advisor Software Inc also works within the Internet Software sector. Advisor Software Inc generates 93% of MoneyGuide's revenue.

ADVIZR, Inc. is one of MoneyGuide's top rivals. ADVIZR, Inc. was founded in New York, New York} in 2012. ADVIZR, Inc. operates in the Internet Software industry. Compared to MoneyGuide, ADVIZR, Inc. generates $4.5M less revenue.

InvestEdge is one of MoneyGuide's top competitors. InvestEdge is a Private company that was founded in 2000 in Bala Cynwyd, Pennsylvania. InvestEdge is in the Internet Software industry. Compared to MoneyGuide, InvestEdge has 47 fewer employees.

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Growth Score - 1/1

Is $16M a good estimate for MoneyGuide's revenue?

MoneyGuide Acquisitions

No recent acquisitions found related to MoneyGuide

MoneyGuide Funding History

No recent funding data found related to MoneyGuide

MoneyGuide Investments

No recent investments found related to MoneyGuide

MoneyGuide News

April 27, 2019InvestmentNews

MoneyGuide, eMoney battle for financial planning software crown

Two of the most successful fintech companies are racing to redefine the way advisers interact with cl... See more »
March 25, 2019Crowdfund Insider

Envestnet Set to Acquire PIEtech

Envestnet (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness... See more »
September 12, 2018InvestmentNews

MoneyGuidePro releases fifth generation financial planning tool

PIEtech's popular software helps advisers estimate health care costs, create more complex life insura... See more »
February 8, 2018SpaceGab

MoneyGuidePro® and MX® Partner to Provide Advisors and Their Clients with Data Aggregation and Personal Financial Management Options

We're excited to offer advisors more options to engage their clients and to help more Americans start... See more »
March 22, 2017ITbriefing.net

Trust Company of America Integrates with MoneyGuidePro, the Industry's Leading Financial Planning Software

DENVER, March 22, 2017 -- Trust Company of America (TCA), the largest independent provider of integra... See more »
November 3, 2016Money News

PIEtech℠, Inc. to Complete Deep Integration With Riskalyze Creating the Most Powerful Client Risk Analysis Experience

Powhatan, VA (PRWEB) November 03, 2016 PIEtech℠, Inc., creator of the leading financial planning soft... See more »
October 24, 2016planadviser

Envestnet to Enhance MoneyGuidePro in Light of DOL Fiduciary Conflict of Interest Rule

Envestnet to Enhance MoneyGuidePro in Light of DOL Rule Javier Simon [email protected] T... See more »

MoneyGuide Blogs

MoneyGuide Press Releases

February 10, 2021PR Newswire

Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client's Full Financial Profile

/PRNewswire/ -- Envestnet | MoneyGuide and MaxMyInterest ("Max") announced an integration to give adv... See more »
October 21, 2020PR Newswire

Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics

RICHMOND, Va., Oct. 21, 2020 /PRNewswire/ -- After launching plan analytics earlier this year, Envest... See more »
May 1, 2020PRWeb

Bridge Financial Technology and Envestnet | MoneyGuide Announce Data Integration & Partnership

Bridge expands its partner ecosystem with leading financial planning platform.(PRWeb May 01, 2020)Rea... See more »
April 9, 2019PR Newswire

PIEtech, Inc.® Announces MoneyGuideElite is Now Live

POWHATAN, Va., April 9, 2019 /PRNewswire/ -- PIEtech® today announced the official launch of their ne... See more »
March 13, 2019Newswire

Oranj Delivers Award-Winning Account Aggregation and More to MoneyGuide Users for Free

New integration seamlessly connects MoneyGuide's sophisticated financial planning capabilities with O... See more »
January 30, 2019PR Newswire

Envestnet and PIEtech Announce Partnership with Apprise Labs

CHICAGO, Jan. 30, 2019 /PRNewswire/ -- Envestnet (NYSE: ENV) and PIEtech® have come together with Edm... See more »
January 16, 2019GlobalNewswire

PIEtech, Inc. ® Expands its MoneyGuide Platform to Meet Different Advisor Needs, Adds Two Powerful New Financial Planning Solutions

MoneyGuideElite and MoneyGuideOne are customized to sophisticated and new plannersMoneyGuideElite and... See more »

MoneyGuide Videos

April 29, 2020MoneyGuidePro Vimeo Channel

"MoneyGuideElite v01" on VIMEO

April 3, 2020MoneyGuidePro Vimeo Channel

"Planning for Younger Clients" on VIMEO

Cast: MoneyGuidePro... See more »
March 20, 2020MoneyGuidePro Vimeo Channel

"22 Tax Planning" on VIMEO

Cast: MoneyGuidePro... See more »
March 5, 2020MoneyGuidePro Vimeo Channel

"myBlocks - Protection Block Client Version" on VIMEO

Cast: MoneyGuidePro... See more »
February 14, 2020MoneyGuidePro Vimeo Channel

"MyBlocks: I wanna know" on VIMEO

Cast: MoneyGuidePro... See more »
December 4, 2019MoneyGuidePro Vimeo Channel

"MGP_2165 Client Portal Advisor" on VIMEO

Cast: MoneyGuidePro... See more »

Social Media

MoneyGuide Headquarters

1588 Oakbridge Terrace

Powhatan, Virginia23139

1-804-744-5900

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MoneyGuide Summary

ABOUT

Overview

MoneyGuide provides web-based financial and retirement planning solutions for broker dealers and institutions. MoneyGuide was founded in 1985. MoneyGuide's headquarters is located in Powhatan, Virginia, USA 23139. MoneyGuide's Founder & CEO, Robert D...

CEO

MoneyGuide's Founder & CEO, Robert D Curtis, currently has an approval rating of 83%. MoneyGuide's primary competitors are Advisor Software Inc, ADVIZR, Inc. & InvestEdge.

Frequently Asked Questions about MoneyGuide

  1. When was MoneyGuide founded?

    MoneyGuide was founded in 1985
  2. Who is MoneyGuide's CEO?

    MoneyGuide's CEO is Robert D Curtis
  3. How much revenue does MoneyGuide generate?

    MoneyGuide generates $16M in revenue
  4. How much funding does MoneyGuide have?

    MoneyGuide has historically raised $0 in funding
  1. Where is MoneyGuide's headquarters?

    MoneyGuide's headquarters is in Powhatan Virginia, USA
  2. How many employees does MoneyGuide have?

    MoneyGuide has 167 employees
  3. What sector does MoneyGuide operate in?

    MoneyGuide is in Internet Software, Fintech, Enterprise Software
  4. Who are MoneyGuide's competitors?

    MoneyGuide's top competitors are Advisor Software Inc, ADVIZR, Inc., InvestEdge