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  • Envestnet | MoneyGuide
    Reference Rating
    4.8 / 5.0
    Customer References 7 total
    About

    Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission …

  • Asset-Map
    Reference Rating
    4.7 / 5.0
    Customer References 33 total
    About

    Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that …

  • Tidemark
    Reference Rating
    4.7 / 5.0
    Customer References 20 total
    About

    Tidemark is a new breed of enterprise performance management (EPM) software with its modern cloud and mobile-first design. Innovative brands like Netflix, Chiquita, BlackBerry, Brown University, and HubSpot rely on …

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