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MoneyGuide

Company Name

MoneyGuide

Main Industry

Software

Website

www.moneyguidepro.com

MoneyGuide Profile and History

PIEtech is the creator of MoneyGuide, a financial planning platform tailored to meet the needs of individual advisors. Headquartered in Powhatan, VA, PIEtech is focused on helping more Americans control their financial future and security by planning for it.

Contact Information

Headquarters

1588 Oakbridge Ter, Powhatan, Virginia, 23139, United States

(804) 744-5900

Revenue

$21.7 M

Employees

105

Founded

1997

Funding History

MoneyGuide raised a total of $1 M in funding over 1 rounds.

MoneyGuide Executive Team & Key Decision Makers

Name & TitleContact Info
Matt Trout
Matt Trout

Chief Financial Officer

Email

Phone

Reveal for Free

Steve Boyer
Steve Boyer

Chief Technology Officer

Email

Phone

Reveal for Free

James Spisak
James Spisak

Vice President, Independent Sales

Email

Phone

Reveal for Free

Anne Goldberg
Anne Goldberg

Head of Business Analysis

Email

Phone

Reveal for Free

Matthew Wilson
Matthew Wilson

Business Strategy Head

Email

Phone

Reveal for Free

Matt Thompson
Matt Thompson

Head of Training

Email

Phone

Reveal for Free

Jessica Guerin
Jessica Guerin

Relationship Manager

Email

Phone

Reveal for Free

Kara Clark
Kara Clark

Office Manager

Email

Phone

Reveal for Free

Donald Moore
Donald Moore

Manager, Facilities & Transportation

Email

Phone

Reveal for Free

Jessie Carter
Jessie Carter

Relationship Manager

Email

Phone

Reveal for Free

Ryan Redd
Ryan Redd

Manager, Digital Marketing

Email

Phone

Reveal for Free

Richard Walter
Richard Walter

myMoneyGuide Team Lead

Email

Phone

Reveal for Free

Jay Washington
Jay Washington

Relationship Manager

Email

Phone

Reveal for Free

Josh Black
Josh Black

Resource Development Support Team Lead

Email

Phone

Reveal for Free

Stephanie Vaughn
Stephanie Vaughn

Office Manager

Email

Phone

Reveal for Free

Fpqp Fry
Fpqp Fry

Relationship Manager

Email

Phone

Reveal for Free

Mark Dewey
Mark Dewey

Team Lead, Integration & Technology

Email

Phone

Reveal for Free

Chris Tressler
Chris Tressler

Software Developer

Email

Phone

Reveal for Free

Amanda Denoff
Amanda Denoff

Training Support Coordinator

Email

Phone

Reveal for Free

Scott Bayer
Scott Bayer

Account Manager

Email

Phone

Reveal for Free

Recently Updated Team Members

Name & TitleContact Info
Cat Hart
Cat Hart

Special Projects

Email

Phone

Reveal for Free

Robert Kuehn
Robert Kuehn

Software Developer & Project Manager

Email

Phone

Reveal for Free

Lindsay Sowers
Lindsay Sowers

Senior Business Analyst

Email

Phone

Reveal for Free

Steve Boyer
Steve Boyer

Chief Technology Officer

Email

Phone

Reveal for Free

Matthew Wilson
Matthew Wilson

Business Strategy Head

Email

Phone

Reveal for Free

Katrina Powell-Liu
Katrina Powell-Liu

Consumer Support Specialist

Email

Phone

Reveal for Free

Michael Ohlsson
Michael Ohlsson

Senior Business Analyst

Email

Phone

Reveal for Free

Ryan Inge
Ryan Inge

Business Analyst

Email

Phone

Reveal for Free

Logan Franklin
Logan Franklin

Front End Web Developer

Email

Phone

Reveal for Free

Matt Thompson
Matt Thompson

Head of Training

Email

Phone

Reveal for Free

Scott Bayer
Scott Bayer

Account Manager

Email

Phone

Reveal for Free

Evan Hegan
Evan Hegan

Senior Technical Analyst

Email

Phone

Reveal for Free

Chris Tressler
Chris Tressler

Software Developer

Email

Phone

Reveal for Free

Kelly Jordan
Kelly Jordan

Manager, Human Resources

Email

Phone

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Top MoneyGuide Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by MoneyGuide.

Programming Languages

(12 Technologies)

Frameworks and Libraries

(10 Technologies)

Web Analytics

(3 Technologies)

Applicant Tracking Systems

(3 Technologies)

Other Accounting and Finance Software

(3 Technologies)

MoneyGuide Product Offerings

TechnologyWebsite UsingMarket Share
Envestnet MoneyGuidePro

Envestnet MoneyGuidePro

95

0.04%

PENTAX endoPRO

PENTAX endoPRO

6

<0.01%

Largest Customers of MoneyGuide Products

More than 95 companies reportedly use MoneyGuide products in their tech and software stacks

MoneyGuide Email Formats

ParameterSample EmailPercentage

MoneyGuide Top Competitors

CompanyEmployeesRevenueTop technologies
Wynne

Wynne

112$16.4 M
Centage

Centage

83$17.4 M
MeetingMatrix International

MeetingMatrix International

46$10.7 M
Global Shop Solutions

Global Shop Solutions

273$53.5 M
Albridge

Albridge

151$123.7 M

What is MoneyGuide revenue?

MoneyGuide revenue is $21.7 M

How many employees does MoneyGuide have?

MoneyGuide has 105 employees

Where is MoneyGuide headquarters located?

MoneyGuide headquarters are located in 1588 Oakbridge Ter, Powhatan, Virginia, 23139, United States

What are MoneyGuide’s primary industries?

MoneyGuide’s main industries are: Software, Finance, Investment Banking

What are MoneyGuide’s key products?

MoneyGuide’s key products are: Envestnet MoneyGuidePro, PENTAX endoPRO

What are some additional names or alternative spellings that users use while searching for MoneyGuide?

MoneyGuide appears in search results as MoneyGuide Inc, PIEtech, Pietech IncEnvestnet MoneyGuide, MoneyGuide...See More