MoneyGuide Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 105

Employees

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $521M

MoneyGuide General Information

Description

Developer of financial planning software designed for new and experienced financial professionals, broker-dealers and institutions. The company's software offers an online guided planning experience in which users build their plan for retirement along with financial advice and powerful modules to deepen the breadth and sophistication of planning services, enabling clients to define and prioritize their goals into needs and wants and put their financial decisions into perspective.

Contact Information

Website
www.moneyguidepro.com
Formerly Known As
PIEtech, Inc.
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Corporate Office
  • 1588 Oakbridge Terrace
  • Powhatan, VA 23139
  • United States
+1 (804) 000-0000
Primary Industry
Financial Software
Other Industries
Other Financial Services
Parent Company
Envestnet
Vertical(s)
TMT, FinTech
Corporate Office
  • 1588 Oakbridge Terrace
  • Powhatan, VA 23139
  • United States
+1 (804) 000-0000

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MoneyGuide Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Merger/Acquisition 01-May-2019 $521M 000 00000 Completed Generating Revenue
1. Seed Round 14-May-2015 000 000 Completed Generating Revenue
To view MoneyGuide’s complete valuation and funding history, request access »

MoneyGuide Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of financial planning software designed for new and experienced financial professionals, broker-dealers and in
Financial Software
Powhatan, VA
105 As of 2024
000
00000 0000-00-00
000000&0 000

00000-

ptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat
000000000 00000000
Philadelphia, PA
00 As of 0000
00.00
0000 0000-00-00
00000000000 00.00

00000

enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip
000000000 00000000
Arlington, TX
000 As of 0000
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MoneyGuide Competitors (30)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Asset-Map Venture Capital-Backed Philadelphia, PA 00 00.00 00000000000 00.00
First Rate (Software Company) Corporation Arlington, TX 000
RightCapital Venture Capital-Backed Shelton, CT 000 00.000 000000000 - 00.000
AdvisorEngine Private Equity-Backed New York, NY 00 000.00 000000000000 000.00
Wealthfront Venture Capital-Backed Palo Alto, CA 000 00000 000000000000 00000
You’re viewing 5 of 30 competitors. Get the full list »

MoneyGuide Patents

  • 2

    Total Documents Applications and Grants

  • 000

    Total Patents Families

  • 000

    Granted

  • 000

    Pending

  • 000

    Expiring in next 12 mo

MoneyGuide Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20170337561-A1 Collaborative software platform to support professional services Inactive 07-Nov-2014 0000000000 0
US-20140172683-A1 Loss tolerance methodology Inactive 14-Dec-2012 0

MoneyGuide Executive Team (10)

Name Title Board Seat
Robert Curtis Founder, President & Chief Executive Officer
Antonio Leal President
Matt Trout Chief Financial Officer
Steve Boyer Chief Technology Officer
You’re viewing 4 of 10 executive team members. Get the full list »

MoneyGuide Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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MoneyGuide Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Apprise Labs 30-Jan-2019 00000 0000 Financial Software 000000 00
To view MoneyGuide’s complete investments history, request access »

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MoneyGuide FAQs

  • When was MoneyGuide founded?

    MoneyGuide was founded in 1997.

  • Who is the founder of MoneyGuide?

    Robert Curtis is the founder of MoneyGuide.

  • Who is the CEO of MoneyGuide?

    Robert Curtis is the CEO of MoneyGuide.

  • Where is MoneyGuide headquartered?

    MoneyGuide is headquartered in Powhatan, VA.

  • What is the size of MoneyGuide?

    MoneyGuide has 105 total employees.

  • What industry is MoneyGuide in?

    MoneyGuide’s primary industry is Financial Software.

  • Is MoneyGuide a private or public company?

    MoneyGuide is a Private company.

  • What is the current valuation of MoneyGuide?

    The current valuation of MoneyGuide is 00000.

  • What is MoneyGuide’s current revenue?

    The current revenue for MoneyGuide is 000000.

  • How much funding has MoneyGuide raised over time?

    MoneyGuide has raised $1M.

  • Who are MoneyGuide’s competitors?

    Asset-Map, First Rate (Software Company), RightCapital, AdvisorEngine, and Wealthfront are some of the 30 competitors of MoneyGuide.

  • When was MoneyGuide acquired?

    MoneyGuide was acquired on 01-May-2019.

  • Who acquired MoneyGuide?

    MoneyGuide was acquired by Envestnet.

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