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MoneyGuidePro

November 2025

MoneyGuidePro Market Share Analysis for November 2025

the moneyguide suite of web-based financial planning and retirement planning software products create fast and easy goal planning, insurance needs analysis, asset allocation, and estate planning. envestnet moneyguide has created an intuitive and easy to use financial planning software suite, while still providing sophisticated analyses and results. moneyguide is completely web-based and features online collaborative planning between advisors and clients used to achieve financial wellness.
Year Founded1985
Employees51 - 200
Annual Revenue$15M - $25M
moneyguidepro.com
MoneyGuidePro
MoneyGuidePro (including company regionals)
  • moneyguidepro.com
    moneyguidepro.com
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MoneyGuidePro Revenue up to November 2025 is 15M - 25M

revenue generated by MoneyGuidePro top domains

MoneyGuidePro top domains revenue over 3 years

Revenue for MoneyGuidePro top domains

moneyguidepro.commoneyguidepro.com15M - 25M
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Total visits to MoneyGuidePro's top domains

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Total visits last 3 months

Subsidiaries Breakdown
moneyguidepro.commoneyguidepro.com172.4K
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Avg. visit duration in MoneyGuidePro's top domains

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Average visit duration last 3 months

Subsidiaries Breakdown
moneyguidepro.commoneyguidepro.com00:08:26
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Avg. pageviews on MoneyGuidePro's top domains

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Average page views last 3 months

Subsidiaries Breakdown
moneyguidepro.commoneyguidepro.com11.70
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Top technologies used by MoneyGuidePro

These are the website technologies, by industry, used by MoneyGuidePro top domains

Advertising (15)

DoubleClick

DoubleClick

Conversion & Analytics (10)

Google Analytics

Google Analytics

Marketing (6)

Google Marketing Platform

Google Marketing Platform

Audio Video Media (4)

Vimeo

Vimeo

More Technologies

12

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News & Signals from MoneyGuidePro

With Similarweb Sales signals alerts, you’ll receive daily updates of recognized buying signals whenever new opportunities or threats arise in your target audience.

NewsMoneyGuidePro launches My Plan Builder.Envestnet | MoneyGuide announced the launch of My Plan Builder, a new category of six blocks in its MyBlocks SM series that can serve as an on-ramp to planning for advisors and their clients.
NewsMoneyGuidePro partnered with Oysterconsulting on Apr 20th '21.Envestnet | MoneyGuide today announced a partnership with Oyster Consulting to offer paraplanning services to mutual clients.
NewsMoneyGuidePro launches two new blocks to MyBlocks financial wellness ecosystem.Envestnet | MoneyGuide launched two new blocks to its MyBlocks financial wellness ecosystem: a Spend vs. Borrow Block and a Mortgage Refinance Block.

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