Envestnet | MoneyGuide Employee Directory

Financial ServicesVirginia, United States51-200 Employees

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs.

For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com.

Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.

Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_).

Social Media Disclosure: www.envestnet.com/social-media-disclosure
Privacy Policy: https://www.envestnet.com/privacy

Find Envestnet | MoneyGuide employees' phone numbers or email addresses

Envestnet | MoneyGuide Global Highlights

Location
Employees

North America
170

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  • United States Of America
    170

Asia
2

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  • Indonesia
    1
  • Philippines
    1

Envestnet | MoneyGuide's Leadership

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    S. B.
    Chief Technology Officer
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  • Stylized image of a person
    M. W.
    Head Of Business Strategy
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    B. B.
    Head Of Product Management
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    T. S.
    Head Of Quality Assurance / Lead Qa Engineer
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    J. D.
    Head Of Client Services
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    A. G.
    Head Of Business Analysis
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  • Stylized image of a person
    A. G.
    Head Of Business Analysis
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  • Stylized image of a person
    M. T. C.
    Head Of Training
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Envestnet | MoneyGuide Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Banking
  • Sales
  • Engineering
  • Arts & Design
  • Other

Contact profiles from Envestnet | MoneyGuide

Name
Title
Contact Info
Location
Last Update
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    M. C.
    Chat Support Shift Lead
    Phone icon
    Oct 22, 2025
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    M. C.
    Manager Of Internal Systems
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    United StatesVirginia
    Oct 09, 2025
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    M. M.
    Senior Product Manager
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    United StatesArizona
    Jan 16, 2026
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    M. G.
    Lead Trainer
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    United StatesVirginia
    Oct 23, 2025
  • Stylized image of a person
    K. M.
    Priority Support Project Manager
    Phone icon
    United StatesVirginia
    Nov 12, 2025
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    D. S.
    Production Systems Manager
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    United StatesVirginia
    Feb 05, 2026
  • Stylized image of a person
    R. K.
    Software Developer/Project Manager
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    United StatesVirginia
    Oct 22, 2025
  • Stylized image of a person
    B. L.
    Software Engineer Manager
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    United StatesPennsylvania
    Nov 19, 2025
  • Stylized image of a person
    D. M.
    Facilities And Transportation Manager
    Phone icon
    United StatesVirginia
    Jan 28, 2026
  • Stylized image of a person
    A. D.
    Relationship Manager
    Phone icon
    United StatesVirginia
    Oct 17, 2024

Frequently Asked Questions

What is Envestnet | MoneyGuide known for?

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Envestnet | MoneyGuide was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 1588 Oakbridge Terrace Powhatan, Virginia 23139 United States; you can contact the main corporate office by phone at . Explore Envestnet | MoneyGuide's company overview page for more information.

What is Envestnet | MoneyGuide's most common email format?

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Envestnet | MoneyGuide employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Envestnet | MoneyGuide email formats with LeadIQ.

How many employees does Envestnet | MoneyGuide have currently?

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Envestnet | MoneyGuide has approximately 110 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Envestnet | MoneyGuide's key employees and leadership?

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As of February 2026, Envestnet | MoneyGuide's key employees include:

  • Chief Technology Officer: S. B.
  • Head Of Business Strategy: M. W.
  • Head Of Product Management: B. B.
  • Head Of Quality Assurance / Lead Qa Engineer: T. S.
  • Head Of Client Services: J. D.

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