We have data on 166 companies that use MoneyGuidePro. The companies using MoneyGuidePro are most often found in United States and in the Financial Services industry. MoneyGuidePro is most often used by companies with 10-50 employees and 1M-10M dollars in revenue. Our data for MoneyGuidePro usage goes back as far as 2 years and 11 months.
|MONETA GROUP LLC||monetagroup.com||United States||50M-100M||200-500|
|COMMUNITY AMERICA CREDIT UNION||cacu.com||United States||100M-200M||500-1000|
|Middlebury College||middlebury.edu||United States||200M-1000M||1000-5000|
|Cetera Financial Group, Inc.||cetera.com||United States||200M-1000M||1000-5000|
|D.A. Davidson Companies||davidsoncompanies.com||United States||200M-1000M||1000-5000|
We use the best scanning techniques combined with advanced data science to monitor the market share of over 5,000 technology products, including Banking & Finance. In the Banking & Finance category, MoneyGuidePro has a market share of about 0.5%. Other major and competing products in this category include:
MoneyGuidePro Conversations simplify client driven data gathering. Select a conversation and send a link to your client for them to input their data. This streamlined process gets needed information directly into the plan. Also explore clients' expectations, concerns and goals to drive your advice and enhance the quality of your financial plan.
Looking at MoneyGuidePro customers by industry, we find that Financial Services (53%) and Banking (12%) are the largest segments.
93% of MoneyGuidePro customers are in United States.