the moneyguide suite of web-based financial planning and retirement planning software products create fast and easy goal planning, insurance needs analysis, asset allocation, and estate planning. envestnet moneyguide has created an intuitive and easy to use financial planning software suite, while still providing sophisticated analyses and results. moneyguide is completely web-based and features online collaborative planning between advisors and clients used to achieve financial wellness.
Source: MrrTrack model
Estimated active users × assumed paying share × estimated monthly revenue per customer. We distinguish B2B, B2C and creator tools, and use comparable revenue when available. These are model assumptions, not measured sales.
Indicative range $6.3k–$157.5k
Share of monthly visits
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the moneyguide suite of web-based financial planning and retirement planning software products create fast and easy goal planning, insurance needs analysis, asset allocation, and estate planning. envestnet moneyguide has created an intuitive and easy to use financial planning software suite, while still providing sophisticated analyses and results. moneyguide is completely web-based and features online collaborative planning between advisors and clients used to achieve financial wellness.
Share of monthly visits
Updated: 09/01/2026
Traffic, revenue and acquisition: the data behind the product.
Catalog updated on
the moneyguide suite of web-based financial planning and retirement planning software products create fast and easy goal planning, insurance needs analysis, asset allocation, and estate planning. envestnet moneyguide has created an intuitive and easy to use financial planning software suite, while still providing sophisticated analyses and results. moneyguide is completely web-based and features online collaborative planning between advisors and clients used to achieve financial wellness.
Official website moneyguidepro.comMoneyGuide receives an estimated 272,251 visits in September 2026.
This represents a change of +21.1% compared with August 2026 (224,812 visits).
These are estimated visits, not unique users or paying customers. Traffic growth does not establish sales growth.
| Month | Visits |
|---|---|
| 174,652 | |
| 224,812 | |
| 272,251 |
MoneyGuide has an estimated monthly revenue of $31,500. This is an estimate, not company-reported revenue or payment-verified MRR.The model uses available product, traffic and comparable SaaS signals; its assumptions remain uncertain.
The leading countries for visits to MoneyGuide are: United States (100.0%). These shares describe website traffic, not the location of paying customers.
The recorded channels include: Direct (67.6%), Referrals (9.7%), Email (4.1%).Coverage may be partial: a missing value does not establish that a channel is unused. These visits do not measure conversions or advertising returns.
The YouTube and Meta Ads sections let you explore collected mentions and creatives. Access depends on your account and subscription.
Explore acquisition dataThe selection of SaaS to compare includes Bizplanr, Moneytree.Similarity is assessed from available descriptions, categories and use cases. It does not guarantee equivalent features or pricing.
Answers based on the data available in this profile.
MoneyGuide receives an estimated 272,251 visits in September 2026. These are estimated visits, not unique users or paying customers. Traffic growth does not establish sales growth.
MoneyGuide has an estimated monthly revenue of $31,500. This is an estimate, not company-reported revenue or payment-verified MRR.The model uses available product, traffic and comparable SaaS signals; its assumptions remain uncertain.
This represents a change of +21.1% compared with August 2026 (224,812 visits). These are estimated visits, not unique users or paying customers. Traffic growth does not establish sales growth.
The leading countries for visits to MoneyGuide are: United States (100.0%). These shares describe website traffic, not the location of paying customers.
The selection of SaaS to compare includes Bizplanr, Moneytree.Similarity is assessed from available descriptions, categories and use cases. It does not guarantee equivalent features or pricing.
The catalog data was last updated on October 6, 2026.The latest available traffic month is September 2026.Traffic periods, collection dates and revenue source dates can differ.
Videos that mention the SaaS or link to it in their description.
#1
Matched by what the product does. Traffic only breaks ties.
Share calculated from Meta's reported reach breakdown. Spend by country is not published.
