Companies using MoneyGuidePro

We have found 142 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 6 months.

Did you know that MoneyGuidePro customers are also likely to use CoreCard Software and Misys?

Who uses MoneyGuidePro?

List of the top companies using MoneyGuidePro :
Company Website Country Revenue Company Size
Andersen Tax LLC andersentax.com United States 200M-1000M 1000-5000
BERGANKDV, LTD bergankdv.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
eMoney Advisor, LLC emoneyadvisor.com United States 100M-200M 500-1000

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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 0.3%. Other major and competing products in this category include:

MoneyGuidePro
Banking & Finance
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142
Companies using MoneyGuidePro
MoneyGuidePro market share in Banking & Finance is about 0.32%
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 (52%), Banking (11%) and Computer Software (5%) are the largest segments.

Companies using MoneyGuidePro - Distribution by industry
Companies that use MoneyGuidePro, by industry :
Industry Number of companies
Financial Services 74
Banking 16
Computer Software 8
Insurance 6
Accounting 4
Higher Education 3
Wholesale 2
Investment Management 2
Nonprofit Organization Management 2
Hospital & Health Care 2

Top Countries that use MoneyGuidePro

Top Countries that use MoneyGuidePro

90% of MoneyGuidePro customers are in United States.

MoneyGuidePro customers by country
Companies that use MoneyGuidePro, by country :
Country Number of companies
United States 128
Canada 2
United Kingdom 1
Switzerland 1
Netherlands 1
Peru 1

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,34% are small (<50 employees), 33% are medium-sized and 27% are large (>1000 employees).
Companies using MoneyGuidePro, by size (number of employees)
Companies that use MoneyGuidePro, by employees :
Employees Number of companies
1-10 Employees 14
10-50 Employees 32
50-200 Employees 24
200-500 Employees 5
500-1000 Employees 14
1000-5000 Employees 13
5000-10000 Employees 8
>10000 Employees 15

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, a majority (52%) are small (<$50M), 28% are large (>$1000M) and 8% are medium-sized.
MoneyGuidePro clients - distribution by company revenue
Companies that use MoneyGuidePro, by revenue :
Revenue (in USD) Number of companies
0M-1M 10
1M-10M 41
10M-50M 21
50M-100M 8
100M-200M 11
200M-1000M 16
>1000M 22

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.
Delivery in one day or less.