Companies using MoneyGuidePro

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.

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 Website Country Revenue Company Size
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

Targeting by install base boosts your number of qualified accounts

Refine results by company size, location, and industry.
We provide targeted accounts and not contacts.

MoneyGuidePro Market Share and Competitors in Banking & Finance

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
Banking & Finance
Share this report: twitter share facebook share linkedin share
166
Companies using MoneyGuidePro
MoneyGuidePro market share in Banking & Finance is about 0.46%
Banking & Finance

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

Top Industries that use MoneyGuidePro

Looking at MoneyGuidePro customers by industry, we find that Financial Services (53%) and Banking (12%) are the largest segments.

Companies using MoneyGuidePro - Distribution by industry

Top Countries that use MoneyGuidePro

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)

Distribution of companies that use MoneyGuidePro based on company size (Employees)
Of all the companies that are using MoneyGuidePro,35% are small (<50 employees), 35% are medium-sized and 25% are large (>1000 employees).
Companies using MoneyGuidePro, by size (number of employees)

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

Distribution of companies that use MoneyGuidePro based on company size (Revenue)
Of all the companies that are using MoneyGuidePro, 48% are small (<$50M), 16% are medium-sized and 26% are large (>$1000M).
MoneyGuidePro clients - distribution by company revenue

Targeting by install base boosts your number of qualified accounts

Refine results by company size, location, and industry.
We provide targeted accounts and not contacts.