Name: MoneyGuidePro
Brand: Envestnet

MoneyGuidePro by Envestnet — Product Research | aVenture

MoneyGuidePro is a goals-based financial planning workstation owned by Envestnet, originally built by PIETech and acquired by Envestnet in 2019. Advisors use it to model retirement, college savings, asset allocation, insurance needs, estate planning, social security, and debt management, with a Play Zone interactive feature that lets clients change retirement age, savings, or goals and immediately see the impact.

The platform is the largest financial planning tool in the US by market share, named the leader in financial planning software in the T3 Inside Information Advisor Software Survey for the seventeenth consecutive year as of 2024. Distribution runs through Envestnet's connected platform alongside Tamarac, Yodlee, and the wider Envestnet wealth network; MoneyGuidePro competes directly with eMoney Pro and Morningstar Direct Advisory Suite.

MoneyGuidePro - Direct Competitors

Attribute	MoneyGuidePro	Advisor Operating Platform	Direct Advisory Suite	eMoney Pro	Orion Advisor Technology
Provider	Envestnet envestnet.com1.4B raised · Series D	Astraeus astraeuswealth.com	Morningstar morningstar.com91M raised · Public	eMoney Advisor emoneyadvisor.com250M raised	Orion Advisor Solutions orion.com
Founded	1999	2025	1984	2000	1999
Sells To	Enterprise	B2B	Individuals, Institutional	Enterprises	Business
Pricing Model	—	B2B Subscription	Subscription	B2B Subscription	Subscription
Ownership	—	Venture-backed private company	Public, Public-Private Partnership	—	—