MoneyGuidePro

  • Financial Services
  • Powhatan VA
  • 107 employees
  • Financial Services
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Company Overview

Headquarters
1588 Oakbridge Terrace, Powhatan VA
Website
moneyguidepro.com
Phone
(804) 744-5900
Employees
107
Founded in
1985
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is MoneyGuidePro

MoneyGuidePro is a company based in Powhatan, Virginia. It is a subsidiary of the publicly traded company Envestnet, Inc. (NYSE: ENV). MoneyGuidePro provides technology and services to the wealth management industry. Its solutions are used by over 109,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, and more than 500 of the largest RIAs. The company has been serving the wealth management industry for 25 years and has over $6 trillion in platform assets. For more information, visit www.moneyguidepro.com.

Company Leadership

Bain Bronner

Senior Director of Product Management

Phone Email

MoneyGuidePro Industry Tags

Financial Planning Software
Advice Delivery
Client Acquisition
B2B
SaaS
Financial Advisory Services
Financial Services
Enterprise Software Network Solutions
Information Technology
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Analyze industry trends and opportunities by examining competitors and companies comparable to MoneyGuidePro, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

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50M 13 Henderson, NV 1995
50M 8 2017
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FAQ

What is the location of MoneyGuidePro's headquarters?
The headquarters of MoneyGuidePro are situated at 1588 Oakbridge Terrace, Powhatan VA
What is MoneyGuidePro's phone number?
MoneyGuidePro's contact number is (804) 744-5900.
What is MoneyGuidePro's official website?
The official website of MoneyGuidePro can be found at moneyguidepro.com.
What is MoneyGuidePro's current revenue?
As of May 2012, MoneyGuidePro's annual revenue reached $50B.
How many employees does MoneyGuidePro currently have?
MoneyGuidePro employs approximately 107+ people as of May 2012
Which industries is MoneyGuidePro primarily operating in?
MoneyGuidePro operates in the following industries: Finance, Credit
Who is the Senior Director of Product Management of MoneyGuidePro?
MoneyGuidePro's Senior Director of Product Management is Bain Bronner
What are MoneyGuidePro's industry tags?
MoneyGuidePro's industry tags include: Financial Planning Software, Advice Delivery, Client Acquisition
When was MoneyGuidePro founded?
MoneyGuidePro was founded in 1985.

Employee Directory

Key Employees

Tony Leal

President

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Brandon Abe

Product Owner - Wealth Studios

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Dmytro Bilyk

Senior Software Engineer

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Brett Hanover

Account Manager

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Chip Petty

Trainer

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Steve Boyer

Chief Technology Officer

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Mark Broughton

Senior Information Security Specialist

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Thomas Sherkness

Lead QA Engineer

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Kristin Rowlett

Marketing Web Designer

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Tamika Brown

Client Services Specialist

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