MoneyGuidePro®

SaaS - Powhatan, VA, US

MoneyGuidePro® Employees
Cameron Moore

executive assistant to the chief operations officer + evp, head of sales

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Josh Black

Client Services Project Manager: Resource Development

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MoneyGuidePro® Senior Management
Joe CFP

Chief Operating Officer

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Brandon Abe

Product Owner - Wealth Studios

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MoneyGuidePro® Details

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Nearly 108,000 advisors and more than 6,000 companies including: 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients.For more information on Envestnet | MoneyGuide, please visit www.moneyguidepro.com and follow us on Twitter at @ENVMoneyGuide.

MoneyGuidePro® logo, MoneyGuidePro® contact details
Employees: 100 - 249
HQ: 804-744-5900
Location: Powhatan, VA, US
Revenue: 10 - 20 Million
Financial Planning Software Advice Delivery Client Acquisition B2B saas SaaS Financial Advisory Services Financial Services Enterprise Software Network Solutions Information Technology
MoneyGuidePro® Technologies
Email Providers

Mimecast

Marketing Automation

Pardot

Customer Relationship Management

Salesforce

Email Marketing

ExactTarget

Other

Microsoft Office 365

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