Envestnet | MoneyGuide Employee Directory

Financial ServicesVirginia, United States1001-5000 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
169

Minus sign iconPlus sign icon
  • United States Of America
    169

Asia
2

Minus sign iconPlus sign icon
  • Indonesia
    1
  • Philippines
    1

Envestnet | MoneyGuide's Leadership

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

Contact profiles from Envestnet | MoneyGuide

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. M.
    Facilities And Transportation Manager
    Phone icon
    United StatesVirginia
    Nov 12, 2025
  • Stylized image of a person
    A. D.
    Relationship Manager
    Phone icon
    United StatesVirginia
    Oct 17, 2024
  • Stylized image of a person
    B. C.
    Trust Administrator And Investment Manager
    Phone icon
    United StatesFlorida
    Oct 18, 2024
  • Stylized image of a person
    C. T.
    Account Manager
    Phone icon
    United StatesVirginia
    Aug 02, 2025
  • Stylized image of a person
    C. C.
    Account Manager
    Phone icon
    United StatesVirginia
    Feb 04, 2025
  • Stylized image of a person
    J. H.
    Manager, Client Services
    Phone icon
    United StatesVirginia
    Feb 04, 2025
  • Stylized image of a person
    J. G.
    Relationship Manager
    Phone icon
    United StatesVirginia
    Oct 22, 2024
  • Stylized image of a person
    T. V.
    Lead Trainer
    Phone icon
    United StatesVirginia
    Feb 04, 2025
  • Stylized image of a person
    W. G.
    Senior Enterprise Account Manager
    Phone icon
    United StatesVirginia
    Oct 23, 2024
  • Stylized image of a person
    E. T.
    Senior Ui/Ux Designer
    Phone icon
    United StatesNorth Carolina
    Oct 17, 2025

Frequently Asked Questions

What is Envestnet | MoneyGuide known for?

Minus sign iconPlus sign icon
Envestnet | MoneyGuide was founded in 1985 operates in the Financial Services industry; 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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Envestnet | MoneyGuide has approximately 1K employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

Minus sign iconPlus sign icon

As of December 2025, 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.