PIEtech Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 140

Employees

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $521M

PIEtech General Information

Description

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

Contact Information

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

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PIEtech 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 PIEtech’s complete valuation and funding history, request access »

PIEtech Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial planning software intended to meet the needs of new and experienced financial professionals, br
Financial Software
Powhatan, VA
140 As of 2018
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New York, NY
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Palo Alto, CA
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PIEtech Competitors (27)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
AdvisorEngine Private Equity-Backed New York, NY 00 000.00 000000000000 000.00
00000000000 Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
00000+000 Venture Capital-Backed Philadelphia, PA 00 00.00 00000000000 00.00
000000000000 Venture Capital-Backed Shelton, CT 00 00.000 000000000 - 00.000
You’re viewing 5 of 27 competitors. Get the full list »

PIEtech Patents

  • 2

    Total Documents Applications and Grants

  • 000

    Total Patents Families

  • 000

    Granted

  • 000

    Pending

  • 000

    Expiring in next 12 mo

PIEtech 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 0000000000 0

PIEtech Executive Team (9)

Name Title Board Seat Contact Info
Robert Curtis Founder, President & Chief Executive Officer
Matt Trout Chief Financial Officer
Kevin Hughes Chief Growth Officer
Antonio Leal Advisor
You’re viewing 4 of 9 executive team members. Get the full list »

PIEtech 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

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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PIEtech 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 PIEtech’s complete investments history, request access »

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