Originally founded as PIEtech, Inc. in 1997, the company was acquired by Envestnet in 2019 and rebranded as Envestnet MoneyGuide. Its mission is to empower financial advisors to create comprehensive, personalized financial plans that help clients achieve their life goals. The company's flagship products, including MoneyGuidePro®, MyBlocks®, and the retirement-focused JourneyGuide®, are widely used in the financial services industry for their client-centric approach to wealth management and retirement planning.

Founded in

United States