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Envestnet | MoneyGuide

Envestnet | MoneyGuide Email Formats

Financial ServicesFlag of USMidlothian, Virginia, United States101-200 Employees

Envestnet | MoneyGuide Email Formats

Envestnet | MoneyGuide uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@moneyguidepro.com), used 80% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@moneyguidepro.com
80%
{first name}{last name}
johndoe@moneyguidepro.com
12%
{first initial}
j@moneyguidepro.com
4%
{last name}{last name}
doedoe@moneyguidepro.com
4%

Key Contacts at Envestnet | MoneyGuide

Flag of US

Bain Bronner

Head of Product Management

Flag of US

Steve Boyer

Chief Technology Officer

Company overview

Headquarters1588 Oakbridge Terrace, Powhatan, VA 23139, US
Phone number+18047445900
Website
NAICS52
Keywords
Client Acquisition, Financial Planning Software, Advice Delivery
Employees101-200
Socials

About Envestnet | MoneyGuide

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry
Manager
Senior

Employees by Department

Envestnet | MoneyGuide has 57 employees across 10 departments.

Departments

Number of employees

Funding Data

Envestnet | MoneyGuide has never raised funding before.

Frequently asked questions

Envestnet | MoneyGuide is located in Midlothian, Virginia, US.
You can reach Envestnet | MoneyGuide at +18047445900.
Envestnet | MoneyGuide has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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