MoneyGuide + Wealthbox CRM Partnership

Turn partnerships into revenue with

MoneyGuide

Employees
1,001 - 5,000
Number of Partners
45
Recent Partners Added The number of partners this company has added on Partnerbase in the last 90 days.
39
Industries
Financial planning software
Fintech
SaaS
Partner Team Size The number of employees working on partnerships, alliances, etc. at this company
-
Partnerbase Score 84
Location
United States
Partner Tech Stack The software this company uses as part of their partnership program.
-

Employees
Number of Partners
49
Recent Partners Added The number of partners this company has added on Partnerbase in the last 90 days.
6
Industry
Customer Relationship Management
Partner Team Size The number of employees working on partnerships, alliances, etc. at this company
-
Partnerbase Score 98
Location
United States
Partner Tech Stack The software this company uses as part of their partnership program.
-

SS&C Black Diamond

69 Partners

Technology Partner

Addepar

50 Partners

Channel Partner

Envestnet Data & Analytics

44 Partners

Technology Partner

eMoney Advisor

34 Partners

Technology Partner

PreciseFP

16 Partners

Technology Partner

CircleBlack

14 Partners

Technology Partner

Altruist

6 Partners

Technology Partner

Company	Partnerbase Score	Partners	Type
SS&C Black Diamond View Company	94	69 Partners	Technology
Addepar View Company	94	50 Partners	Channel
Envestnet Data & Analytics View Company	89	44 Partners	Technology
eMoney Advisor View Company	94	34 Partners	Technology
PreciseFP View Company	95	16 Partners	Technology
CircleBlack View Company	82	14 Partners	Technology
Altruist View Company	51	6 Partners	Technology