List of Envestnet MoneyGuidePro Customers
Berwyn, 19312, PA,
United States
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 17396 employees and revenues of $7.29 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
KeyBank | Banking and Financial Services | 17396 | $7.3B | United States | Envestnet | Envestnet MoneyGuidePro | Portfolio and Investment Performance and Planning | 2016 | n/a |
In 2016, KeyBank's Key Private Bank and Key Investment Services in the United States implemented Envestnet MoneyGuidePro to deliver goals-based financial planning capabilities for advisors. The deployment positioned Envestnet MoneyGuidePro within the Portfolio and Investment Performance and Planning category to advance advisor-led planning, client engagement, and referral generation across digital channels and advisor workflows. The rollout targeted advisor teams across Key Private Bank and Key Investment Services rather than retail branch consumers.
The implementation concentrated on advisor-facing planning workspaces and client-facing plan delivery, enabling goals-based scenario modeling, plan generation, and MyBlocks-driven client referrals. Configuration activities included embedding plan presentations into KeyBank digital channels and customizing referral workflows using MyBlocks to surface and route referral opportunities from advisor interactions. Functional capabilities implemented emphasized interactive plan creation, client engagement tools, and referral orchestration tied to advisor workflows.
Integrations explicitly included embedding Envestnet MoneyGuidePro into KeyBank digital channels and advisor desktop workflows, with operational scope focused on advisory and investment services functions in the United States. Governance and rollout activities prioritized advisor adoption and operationalizing the MyBlocks referral process across advisory teams. The 2016 rollout produced measurable increases in client referrals and advisor adoption as reported by the vendor.
|
 |
Raymond James & Associates | Banking and Financial Services | 19000 | $12.6B | United States | Envestnet | Envestnet MoneyGuidePro | Portfolio and Investment Performance and Planning | 2012 | n/a |
In 2012, Raymond James & Associates integrated Envestnet MoneyGuidePro into its Advisor Access platform, listed under the Portfolio and Investment Performance and Planning category. The integration in the United States was surfaced to advisors through a branded module called Goal Planning & Monitoring.
Envestnet MoneyGuidePro provided goals based planning capabilities and live account values, and was configured to offer single sign on access from Advisor Access to reduce friction in plan creation. MoneyGuidePro was used to centralize financial planning workflows and to present live account balances alongside goals based projections for advisor review and client conversations.
The phased rollout began in 2012 and made MoneyGuidePro widely available across the firm, extending availability to Raymond James advisors on the Advisor Access platform. Planning data from MoneyGuidePro was linked to the firm CRM and underlying account systems to align plan inputs with holdings and client records.
Operational governance emphasized centralized access control and data linkage, with configuration work focused on single sign on provisioning and mapping planning outputs into CRM records. The deployment aimed to improve advisor efficiency and plan delivery by consolidating goals based planning workflows into a single integrated application.
|
 |
Sequoia Financial Group | Professional Services | 60 | $12M | United States | Envestnet | Envestnet MoneyGuidePro | Portfolio and Investment Performance and Planning | 2023 | Invent United States |
In 2023 Sequoia Financial Group implemented Envestnet MoneyGuidePro as a planning data source to centralize custodial, planning, and CRM data. The deployment was scoped to support advisor workflows and reporting across the firm in the United States, positioning Envestnet MoneyGuidePro inside the Portfolio and Investment Performance and Planning domain for planning data consolidation.
The implementation configured Envestnet MoneyGuidePro to serve as the canonical planning engine and data feed for household and client plan records. Configuration work focused on mapping and normalization of planning outputs, client-level financial plans, and scenario datasets so planning data could be reconciled with account and custodial information and consumed by advisory workflows.
Invent served as the system integrator, building a data lake and warehouse and delivering API adapters that aggregated custodial feeds, planning records from Envestnet MoneyGuidePro, and CRM data. The architecture centralized data ingestion and normalization into the warehouse, with API adapters providing structured delivery to reporting and advisor-facing tools.
Governance and operational coverage emphasized data orchestration and workflow alignment for advisors, with Invent responsible for the data plumbing and APIs that enable consolidated reporting. Implementation dates are estimated from published case material and asset figures in 2024, and the work explicitly targeted improved advisor workflows and reporting by centralizing planning, custodial, and CRM data into Envestnet MoneyGuidePro driven pipelines.
|
Buyer Intent: Companies Evaluating Envestnet MoneyGuidePro
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||