Company profile: MoneyGuide
1.1 - Company Overview
Company description
- Provider of MoneyGuidePro® collaborative internet-based financial planning software with a client-centered approach, enabling consistent, scalable financial plans. Offers tools including MoneyGuideEliteSM for income distribution, tax planning and annuity tradeoffs; Wealth Studios for estate planning, cash flow questions and dynamic net worth modeling; MyBlocks for client-led planning; plus Play Zone®, Holistic Stress Testing, and Cash Flow.
Products and services
- Wealth Studios: Web-based interactive platform demonstrating advanced estate planning strategies, addressing client cash flow questions, and modeling dynamic net worth
- MoneyGuideEliteSM: Enterprise-grade tool illustrating income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities for detailed client-centered planning
- MyBlocks: Modular client-led planning tool that breaks down complex financial topics to prospect and engage the next generation of investors
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to MoneyGuide
Alt
HQ: United States
Website
- Description: Provider of an online marketplace and platform for authenticated collectible trading cards, enabling users to buy, sell, exchange, invest, value, vault, securely store, and authenticate cards. Offers a fixed-price marketplace and weekly auctions with a curated selection for a secure buying experience, plus a trading card lending program.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Alt company profile →
QED Financial Systems
HQ: United States
Website
- Description: Provider of investment management solutions for capital markets with more than 25 years of innovation.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full QED Financial Systems company profile →
Flanks
HQ: Spain
Website
- Description: Provider of wealth management solutions that simplify and streamline management tasks for banks, family offices, IFAs and portfolio trackers. Offerings include aggregating data from various financial entities into chosen reporting platforms, data enrichment, multi-custody advisory, standardized transaction details for tax declarations, Flanks Documents to access and download financial documents from institutions’ extranets, and Banking as a Service with a global view of clients’ investments.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Flanks company profile →
RealtyMogul
HQ: United States
Website
- Description: Provider of an online real estate investing marketplace connecting borrowers and sponsors with individual and institutional investors. Offers a platform to browse, conduct due diligence, invest, and track performance; non-traded REITs (Income REIT, Apartment Growth REIT), 1031 exchange services, and individual property investments for accredited investors.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full RealtyMogul company profile →
Q4
HQ: Canada
Website
- Description: Provider of advanced SaaS communication and intelligence solutions for investor relations officers and the C-suite of public companies, offering innovative IR website solutions and an alternative approach to IR websites to improve investor relations effectiveness.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Q4 company profile →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for MoneyGuide
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to MoneyGuide
2.2 - Growth funds investing in similar companies to MoneyGuide
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for MoneyGuide
4.2 - Public trading comparable groups for MoneyGuide
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →