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Company Profile

MoneyGuide

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General Info

Employees
1,001 - 5,000
Location
United States
Industries
- Financial planning software
- Fintech
- SaaS
Founded
1985
Investor
Envestnet
Parent Company
Envestnet Data & Analytics

Partnership Info

Number of Partners
45
Partner Team Size The number of employees working on partnerships alliances, etc. at this company -
Partner Tech Stack The software this company uses as part of their partnership program.
-
Recent Partners Added The number of partners this company has added on Partnerbase in the last 90 days.
39
Partnerbase Score A proprietary score from 0-100 that shows how centrally connected this company is in the Partnerbase network (higher is more connected).
84
Partner Pages Links to this company's partner page, portal, integration marketplace, etc.
moneyguidepro.com/ifa/Home/IntegrationPartners
API Documentation Links to API and integration documentation for this company. -

FIS Global

97 Partners

Technology Partner

SS&C Black Diamond

69 Partners

Technology Partner

Broadridge Financial Solution

54 Partners

Technology Partner

Addepar

50 Partners

Channel Partner

Wealthbox CRM

49 Partners

Technology Partner

Fidelity Investments

45 Partners

Technology Partner

Envestnet Data & Analytics

42 Partners

Technology Partner

Morningstar

41 Partners

Technology Partner

MX Technologies, Inc.

36 Partners

Technology Partner

Practifi

34 Partners

Technology Partner

eMoney Advisor

33 Partners

Technology Partner

Redtail Technology

31 Partners

Technology Partner

Advyzon

22 Partners

Technology Partner

Yodlee

20 Partners

Technology Partner

PreciseFP

16 Partners

Technology Partner

Charles Schwab & Co., Inc.

16 Partners

Technology Partner

SS&C Advent

15 Partners

Technology Partner

CircleBlack

14 Partners

Technology Partner

Pershing

10 Partners

Technology Partner

Envestnet | Tamarac

10 Partners

Technology Partner

Blueleaf

8 Partners

Technology Partner

Asset-Map

7 Partners

Technology Partner

HiddenLevers

6 Partners

Technology Partner

Altruist

6 Partners

Technology Partner

FinFolio

6 Partners

Technology Partner

45 Partners

Company	Partnerbase Score	Partners	Type
FIS Global View Company	98	97 Partners	Technology
SS&C Black Diamond View Company	94	69 Partners	Technology
Broadridge Financial Solution View Company	95	54 Partners	Technology
Addepar View Company	94	50 Partners	Channel
Wealthbox CRM View Company	98	49 Partners	Technology
Fidelity Investments View Company	95	45 Partners	Technology
Envestnet Data & Analytics View Company	89	42 Partners	Technology
Morningstar View Company	93	41 Partners	Technology
MX Technologies, Inc. View Company	89	36 Partners	Technology
Practifi View Company	98	34 Partners	Technology
eMoney Advisor View Company	94	33 Partners	Technology
Redtail Technology View Company	92	31 Partners	Technology
Advyzon View Company	92	22 Partners	Technology
Yodlee View Company	91	20 Partners	Technology
PreciseFP View Company	95	16 Partners	Technology
Charles Schwab & Co., Inc. View Company	79	16 Partners	Technology
SS&C Advent View Company	88	15 Partners	Technology
CircleBlack View Company	82	14 Partners	Technology
Pershing View Company	60	10 Partners	Technology
Envestnet \| Tamarac View Company	82	10 Partners	Technology
Blueleaf View Company	88	8 Partners	Technology
Asset-Map View Company	54	7 Partners	Technology
HiddenLevers View Company	56	6 Partners	Technology
Altruist View Company	51	6 Partners	Technology
FinFolio View Company	85	6 Partners	Technology

Company Profile

MoneyGuide

General Info

Partnership Info

Partner List

Partnership Ecosystem Map