MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitMoneyGuide vs Wealthbox
What both publish
| Fact | MoneyGuide | Wealthbox |
|---|---|---|
| Founded | 2000 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Powhatan, Virginia, United States | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Public API | Envestnet APIs expose MoneyGuide goal summaries, expense timelines and success-meter data for enabled firms. | The public REST API supports reading and writing contacts, households, tasks, events, notes, opportunities and projects, with access tokens for personal integrations and OAuth for partner applications. |
| Rating on Apple App Store | Envestnet Client View is rated 3.5 out of 5 from 13 ratings. | 4.8 out of 5 from 1.7K ratings |
| Rating on Capterra | 5.0 out of 5 from 2 reviews. | 4.7 out of 5 from 146 reviews |
| Rating on G2 | 4.0 out of 5 from 23 reviews. | 4.6 out of 5 from 109 reviews |
MoneyGuide plans
- MyBlocks Individual$125
- Client Portal with Yodlee$400 a year
- Yodlee Client Portal add-on$400 a year
- MX add-on$400 a year
- Client Portal with MX$400 a year
- Dash$500 a year
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick MoneyGuide if…
It suits financial advisors who need to create goal-based plans and collaborate with clients online. Its retirement, tax, insurance, and scenario tools may also fit advisors with varied planning needs.
Pick Wealthbox if…
Wealthbox suits users seeking pipeline and email-sync software with web, iOS, and Android access. It can fit teams choosing among tiers based on pipeline, storage, or workspace requirements.