Finary vs MoneyGuidePro
FinaryWealth Management
$59/yearPublished price
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
Finary Wealth Management Investir et gérer son patrimoine | MoneyGuidePro Financial Planning and Analysis Everyone needs and deserves a quality financial plan. | |
|---|---|---|
| Overview | ||
| Category | Wealth Management | Financial Planning and Analysis |
| What it is | Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios. | Goal-based financial planning software for advisors from Envestnet. |
| Pricing | ||
| Published price | $59/year Finary publishes a free plan and annual paid tiers starting at EUR 54.99/year, shown as EUR 1.05/week. Plus is EUR 149.99/year and Pro is EUR 349.99/year; trial language on the pr… | $2,000/advisor/year MoneyGuide publishes advisor pricing: MoneyGuide is $2,000 per advisor annually or $175 per advisor/month with an annual subscription paid monthly. Wealth Studios is $2,500 annual… |
| Pricing model | Tiered plans | Per seat |
| Free options | Free plan · Free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2020 | 2000 |
| Team size | 11-50 employees | 201-500 employees |
| Headquarters | Paris, France | Powhatan, VA |