Cramer FinTech Directory

Envestnet | MoneyGuide

1588 Oakbridge Terrace Powhatan, VA 23139

xtiva-logo.jpg

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Categories We Cover: Annuity Order Entry, Client Portal, Data — Aggregation,
Life Insurance Platforms, Planning — Financial Planning

Our Company in 30 seconds!
Tony Leal
President
800-743-6938 x1130
tleal@moneyguidepro.com
Kevin Hughes
Chief Growth Officer
800-743-6938 x1131
khughes@moneyguidepro.com
Joe Miller
Chief Operating Officer
800-743-6938 x1652
jmiller@moneyguidepro.com
Jessica Day
Head of Client Services
804-744-5900
JDay@moneyguidepro.com
James Spisak
VP of Independent Sales
jspisak@moneyguidepro.com