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MoneyGuidePro vs Wealth.com

MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
Wealth.com logo
Wealth.comFinancial Planning and Analysis
MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Wealth.com logo
Wealth.com
Financial Planning and Analysis

The Leading Estate & Tax Planning Software for Financial Advisors

Overview
CategoryFinancial Planning and AnalysisFinancial Planning and Analysis
What it isGoal-based financial planning software for advisors from Envestnet.Estate planning platform for advisors and clients.
Pricing
Published price$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…
Not published
Pricing modelPer seatCustom quote
Free optionsNo free plan · Free trialNo free plan
Deal on CubbieNone right nowNone right now
Company
Founded20002022
Team size201-500 employees51-200 employees
HeadquartersPowhatan, VAAustin, TX

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