List of Envestnet MoneyGuide MyBlocks Customers
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United States
Since 2010, our global team of researchers has been studying Envestnet MoneyGuide MyBlocks customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Envestnet MoneyGuide MyBlocks for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Envestnet MoneyGuide MyBlocks for Portfolio and Investment Performance and Planning include: Manning & Napier, Inc., a United States based Banking and Financial Services organisation with 270 employees and revenues of $146.0 million, Brinker Capital Securities, a United States based Banking and Financial Services organisation with 85 employees and revenues of $10.0 million, Carson Group, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Envestnet MoneyGuide MyBlocks, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Brinker Capital Securities | Banking and Financial Services | 85 | $10M | United States | Envestnet | Envestnet MoneyGuide MyBlocks | Portfolio and Investment Performance and Planning | 2019 | n/a |
In 2019, Brinker Capital Securities integrated Envestnet MoneyGuide MyBlocks into its One Wealth Life platform. The inclusion of Envestnet MoneyGuide MyBlocks served the organization in a Portfolio and Investment Performance and Planning context and was delivered as part of a unified advisor and client experience built with Advisor Innovation Labs.
The implementation exposed MoneyGuide planning capabilities to advisors and clients, emphasizing client-facing planning views and advisor workflow functionality for finance and wealth management. Configuration work centered on embedding MyBlocks planning elements into the One Wealth Life interface so advisors could assemble and present planning components within platform workflows.
Integration was executed at the platform layer of One Wealth Life, enabling advisors and their clients in the United States to view planning information in a single portal rather than through separate point solutions. The deployment model prioritized platform-level visibility and access to MoneyGuide capabilities as part of the integrated advisor/client experience.
The vendor announcement explicitly cites MoneyGuide among the integrated tools available through the One Wealth Life platform and states the inclusion improves client and advisor relationships and user experience. Governance and rollout focused on provisioning advisor access through the One Wealth Life launch and embedding planning controls within the platform access model.
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Carson Group | Professional Services | 10 | $1M | United States | Envestnet | Envestnet MoneyGuide MyBlocks | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Carson Group integrated Envestnet MoneyGuide MyBlocks into its advisor platform. The Envestnet MoneyGuide MyBlocks integration extended the firm's Portfolio and Investment Performance and Planning capabilities by exposing the full MoneyGuide product suite to partner advisors.
Deployment centered on embedding Envestnet MoneyGuide MyBlocks as a surfaced application layer within Carson Group's advisor experience, enabling modules for prospecting, onboarding and client engagement workflows. Implementation included configuration to surface MyBlocks content blocks, planner-led advice templates and interactive planning modules consistent with portfolio and planning functionality.
Technically the integration was implemented to surface MyBlocks inside Carson's Salesforce instance and the customer-facing client portal, creating bi-directional advisor workflows between CRM records and planning artifacts. Operational scope focused on partner and associate advisors in the United States, with the configuration designed to help advisors engage millennial clients and accelerate planner-led advice delivery.
Governance and rollout emphasized embedding MoneyGuide workflows into existing advisor processes and CRM-driven prospecting pipelines, with controls to provision access to the MoneyGuide product suite for partner advisors. The integration aimed to improve prospecting, onboarding and client engagement by making Envestnet MoneyGuide MyBlocks available directly within existing advisor systems.
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Manning & Napier, Inc. | Banking and Financial Services | 270 | $146M | United States | Envestnet | Envestnet MoneyGuide MyBlocks | Portfolio and Investment Performance and Planning | 2025 | n/a |
In 2025, Manning & Napier, Inc. provisioned Envestnet MoneyGuide MyBlocks as a client facing planning and prospecting tool. The deployment of Envestnet MoneyGuide MyBlocks is positioned within the firm s Portfolio and Investment Performance and Planning stack and is offered as a complimentary service to clients in the United States.
The implementation exposes core client facing capabilities common to the category, including account consolidation workflows, on demand cash flow checks, and bite sized planning modules focused on finance and wealth management. Envestnet MoneyGuide MyBlocks is delivered through a branded registration page that guides clients to consolidate accounts and engage with modular planning content, with content sequencing oriented to short form financial wellness experiences.
Operational coverage is client facing and prospecting oriented, with the firm surfacing a public MyBlocks landing page to provision access and support onboarding conversations. The deployment model emphasizes self service registration and client initiated planning interactions, enabling advisors to reference client completed modules during prospecting and onboarding without prescriptive back office integration details disclosed.
Governance is reflected in the firm s offering policy, providing complimentary access to clients via the branded registration flow and public landing page. The public presentation states the intent to improve onboarding and financial wellness outcomes, positioning Envestnet MoneyGuide MyBlocks as a front door for client engagement within Manning & Napier s Portfolio and Investment Performance and Planning capabilities.
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