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Companies using MoneyGuidePro

We have data on 472 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 6 years and 4 months.

If you’re interested in the companies that use MoneyGuidePro, you may want to check out CoreCard Software and Misys as well.

Who uses MoneyGuidePro?

Some of the companies that use MoneyGuidePro include:
Company Infosys Ltd
Website infosys.com
Country India
Revenue >1000M
Company Size >10000
Company Cognizant Technology Solutions Corp
Website cognizant.com
Country United States
Revenue >1000M
Company Size >10000
Company Morgan Stanley
Website morganstanley.com
Country United States
Revenue >1000M
Company Size >10000
Company Confidential Records
Website confidentialrecordsinc.com
Country United States
Revenue >1000M
Company Size >10000
Company Wells Fargo & Company
Website wellsfargo.com
Country United States
Revenue >1000M
Company Size >10000

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MoneyGuidePro Market Share and Competitors in Banking & Finance

We use the best indexing techniques combined with advanced data science to monitor the market share of over 15,000 technology products, including Banking & Finance. By scanning billions of public documents, we are able to collect deep insights on every company, with over 100 data fields per company at an average. In the Banking & Finance category, MoneyGuidePro has a market share of about 1.2%. Other major and competing products in this category include:

MoneyGuidePro
Banking & Finance
MoneyGuidePro market share in Banking & Finance is about 1.23%
472
Companies using MoneyGuidePro
Banking & Finance
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    What is MoneyGuidePro?

    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.

    Top Industries that use MoneyGuidePro

    Looking at MoneyGuidePro customers by industry, we find that Financial Services (59%), Investment Management (7%) and Banking (7%) are the largest segments.

    Companies using MoneyGuidePro - Distribution by industry

    Top Countries that use MoneyGuidePro

    93% of MoneyGuidePro customers are in United States.

    MoneyGuidePro customers by country

    Distribution of companies that use MoneyGuidePro based on company size (Employees)

    Of all the customers that are using MoneyGuidePro, 48% are small (<50 employees), 27% are medium-sized and 23% are large (>1000 employees).

    Companies using MoneyGuidePro, by size (number of employees)

    Distribution of companies that use MoneyGuidePro based on company size (Revenue)

    Of all the customers that are using MoneyGuidePro, a majority (64%) are small (<$50M), 26% are large (>$1000M) and 7% are medium-sized.

    MoneyGuidePro clients - distribution by company revenue

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