Company Information

Get to know Envestnet | MoneyGuide

Envestnet | MoneyGuide, formerly PIEtech, Inc., is a key brand within Envestnet, a leading provider of intelligent systems for wealth management and financial wellness. Acquired by Envestnet in 2019, MoneyGuide is a financial planning software that helps advisors create and manage comprehensive, client-centric financial plans. Its mission is to empower advisors to help their clients live their best financial lives by providing technology that focuses on goals, collaboration, and holistic wellness. The platform is widely used across the financial industry by thousands of advisors to facilitate meaningful conversations and create actionable financial strategies.

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Technology Software DevelopmentPRIMARY
Financial Other Service

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Envestnet | MoneyGuide

United States

Founded in

1985 (41 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.