List of Envestnet MoneyGuide Wealth Studios Customers
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Since 2010, our global team of researchers has been studying Envestnet MoneyGuide Wealth Studios 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 Wealth Studios for Asset and Wealth Management 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 Wealth Studios for Asset and Wealth Management include: KeyBank, a United States based Banking and Financial Services organisation with 17396 employees and revenues of $7.29 billion, First Command Financial Services, a United States based Banking and Financial Services organisation with 2510 employees and revenues of $832.0 million, Key Wealth, a Botswana based Banking and Financial Services organisation with 23 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Envestnet MoneyGuide Wealth Studios, 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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First Command Financial Services | Banking and Financial Services | 2510 | $832M | United States | Envestnet | Envestnet MoneyGuide Wealth Studios | Asset and Wealth Management | 2023 | n/a |
In 2023, First Command Financial Services partnered with Envestnet to provision Envestnet MoneyGuide Wealth Studios in the Asset and Wealth Management category. The engagement gives First Command's network of advisors access to the Envestnet ecosystem to support financial planning and wealth management for U.S. military families, and targets improved advisor efficiency and client engagement.
The deployment includes access to Envestnet | MoneyGuide financial planning tools, broad data aggregation capabilities, enhanced reporting, and portfolio to CRM integration as cited in the announcement. The announcement does not confirm module level adoption within Wealth Studios, therefore specific Wealth Studios component usage is inferred rather than explicitly stated.
Operational scope is advisor facing across First Command's U.S. finance and planning operations, with the primary business functions impacted being financial planning, advisory workflows, reporting, and client engagement. Rollout and governance are described as a partnership model with Envestnet provisioning ecosystem access to advisors, rather than naming an implementation partner or system integrator. Integrations surface at the data and portfolio level to tie planning outputs into reporting and CRM workflows.
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Key Wealth | Banking and Financial Services | 23 | $2M | Botswana | Envestnet | Envestnet MoneyGuide Wealth Studios | Asset and Wealth Management | 2025 | n/a |
In 2025 Key Wealth expanded its use of Envestnet MoneyGuide Wealth Studios under an enhanced multi-year relationship with Envestnet, moving to a unified advisor and client experience within the Asset and Wealth Management category. The engagement positions Envestnet MoneyGuide Wealth Studios as the primary wealth platform for Key Wealth, intended to centralize planning, advice delivery, and client engagement workflows for advisor teams and wealth clients.
The implementation focuses on standard Asset and Wealth Management functional modules, including goal-based financial planning, scenario modeling, client-facing portals, consolidated reporting, and configurable investment management workflows. Envestnet MoneyGuide Wealth Studios is configured to deliver data-driven personalization and holistic plan construction, applying integrated planning engines and configurable advice templates to support advisor-led interactions and ongoing plan monitoring.
The deployment follows a cloud-first SaaS architecture with API-based connectivity to upstream operational systems, supporting integrations with custody and portfolio accounting feeds, CRM systems, and data ingestion pipelines where required. Operational coverage is centered on adviser-facing teams and client servicing functions, enabling synchronized plan and portfolio views across front-office workflows and client communications.
Governance and process changes emphasize standardized advisor workflows, centralized data governance, and phased advisor enablement under the expanded multi-year relationship. The stated outcome is to provide Key Wealth advisors full access to Envestnet’s technology and data-driven solutions, enabling a more personalized and holistic approach to financial planning, investment management, and client engagement.
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KeyBank | Banking and Financial Services | 17396 | $7.3B | United States | Envestnet | Envestnet MoneyGuide Wealth Studios | Asset and Wealth Management | 2016 | n/a |
In 2016, KeyBank's Key Investment Services rolled out MoneyGuidePro to empower approximately 250 advisors with holistic financial planning capabilities. This deployment is represented here as Envestnet MoneyGuide Wealth Studios within the Asset and Wealth Management category, reflecting KIS's adoption of the MoneyGuide suite for advisor-led planning.
The implementation centered on core financial planning capabilities typical of the MoneyGuide family, including client fact-finding, cash flow and retirement modeling, scenario analysis, risk profiling, and client-facing plan generation. Configuration work focused on advisor workflows and plan templates to support recurring review meetings and plan lifecycle management.
Operational coverage targeted finance and planning functions across KeyBank's advisory channel in the United States, specifically within Key Investment Services, and served day-to-day advisory workflows and client engagement activities. Named integrations are not specified in source material, the implementation is characterized by its embedding of planning tools into advisor practice rather than system-to-system engineering detail.
Governance emphasized advisor enablement and adoption across the advisory population, with rollout activities aligned to increased planning usage. The deployment has been associated with increased client engagement and higher planning adoption among the advisor cohort.
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