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List of Envestnet MoneyGuidePro Customers

Envestnet
Location
1000 Chesterbrook Blvd, Suite 250,
Berwyn, 19312, PA,
United States
Website
https://www.envestnet.com/
Phone
1 312-827-3940
Artw industry
Professional Services
Employee
3200
Revenue
$1.4B

Since 2010, our global team of researchers has been studying Envestnet MoneyGuidePro 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 MoneyGuidePro 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 MoneyGuidePro for Portfolio and Investment Performance and Planning include: Raymond James & Associates, a United States based Banking and Financial Services organisation with 19000 employees and revenues of $12.64 billion, KeyBank, a United States based Banking and Financial Services organisation with 16753 employees and revenues of $4.39 billion, Sequoia Financial Group, a United States based Professional Services organisation with 60 employees and revenues of $12.0 million and many others.

Contact us if you need a completed and verified list of companies using Envestnet MoneyGuidePro, 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.

The Envestnet MoneyGuidePro customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

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Logo Customer Industry Empl. Revenue Country Vendor Old Product New Product Category When SI
KeyBank Banking and Financial Services 16753 $4.4B United States Envestnet Legacy Envestnet MoneyGuidePro Portfolio and Investment Performance and Planning 2016 n/a
Raymond James & Associates Banking and Financial Services 19000 $12.6B United States Envestnet Legacy Envestnet MoneyGuidePro Portfolio and Investment Performance and Planning 2012 n/a
Sequoia Financial Group Professional Services 60 $12M United States Envestnet Legacy Envestnet MoneyGuidePro Portfolio and Investment Performance and Planning 2023 Invent United States
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Buyer Intent: Companies Evaluating Envestnet MoneyGuidePro

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FAQ - APPS RUN THE WORLD Envestnet MoneyGuidePro Coverage

Envestnet MoneyGuidePro is a Portfolio and Investment Performance and Planning solution from Envestnet.

Companies worldwide use Envestnet MoneyGuidePro, from small firms to large enterprises across 21+ industries.

Organizations such as Raymond James & Associates, KeyBank and Sequoia Financial Group are recorded users of Envestnet MoneyGuidePro for Portfolio and Investment Performance and Planning.

Companies using Envestnet MoneyGuidePro are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.

Companies using Envestnet MoneyGuidePro are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Envestnet MoneyGuidePro across Americas, EMEA, and APAC.

Companies using Envestnet MoneyGuidePro range from small businesses with 0-100 employees - 33.33%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 66.67%.

Customers of Envestnet MoneyGuidePro include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Envestnet MoneyGuidePro customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Performance and Planning.