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Companies using MoneyGuide

As of 14 October 2026, Firmable tracks 287 companies across 13 countries running MoneyGuide. See who they are, and who to call.

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Companies using MoneyGuide

Showing 5 of 287 companies

Sequoia Financial Group

sequoia-financial.com · Financial planning and advisory services · 251–500 employees

Last seen 2 Aug 2026 The most recent date Firmable detected MoneyGuide at this company.

Decision makers · 246 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Senior Director, Technology MobileEmail
Director, Technology MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Sequoia Financial Group acquired BSW Wealth Partners on Sep 1st '26. · 1 Sep 2026

New Office Manager joined · 30 Sep 2026

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Kestra Financial

kestrafinancial.com · Financial planning and advisory services · 251–500 employees

Last seen 21 Aug 2026 The most recent date Firmable detected MoneyGuide at this company.

Decision makers · 128 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Data Architect Director Technology MobileEmail
VP Technology MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Hired as head of wealth management · 19 Aug 2026

Hiring: Director, Technology Services · 6 Oct 2026

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Carson Group

carsongroup.com · Investment management · 251–500 employees

Last seen 21 Aug 2026 The most recent date Firmable detected MoneyGuide at this company.

Decision makers · 153 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Director of IT Infrastructure MobileEmail
VP, IT Operations & Security MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Hired as launch Heritage Financial & Investment Services in Ohio · 2 Oct 2026

Carson Group acquires Intrinsic Investors. · 22 Sep 2026

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GTCR LLC

gtcr.com · Legal services · 251–500 employees

Last seen 1 Sep 2026 The most recent date Firmable detected MoneyGuide at this company.

Decision makers · 101 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Principal and Head of Information Technology MobileEmail
Principal, Head of Enterprise Applications MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

GTCR acquired Tactacam on Sep 28th '26. · 28 Sep 2026

GTCR was planning to acquire SPS Commerce, Inc. on Sep 11th '26. · 11 Sep 2026

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Generational Group

generational.com · Investment banking · 251–500 employees

Last seen 22 Aug 2026 The most recent date Firmable detected MoneyGuide at this company.

Decision makers · 193 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Director of IT MobileEmail
Director of Data and Analytics MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Generational Group acquired RMH Solutions on Aug 13th '26. · 13 Aug 2026

Generational Group recognized as #1 or #2 in all LSEG league tables. · 19 Aug 2026

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Who uses MoneyGuide

A breakdown of the 287 companies running MoneyGuide.

Top industries

Financial services196
Professional and business services20
Information technology and services15
Education and training8
Not for profit8
Construction and building7
Industrial and manufacturing5
Transport5

No industry recorded: 9

Company size

1–1030 (11%)
11–5058 (21%)
51–25058 (21%)
251–50038 (14%)
501–1,00019 (7%)
1,001–5,00037 (13%)
5,001–10,00011 (4%)
10,001+24 (9%)

Share of companies with a recorded size, by employees.

No size recorded: 12

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Frequently asked questions

About the MoneyGuide data on this page.

How many companies use MoneyGuide?

Firmable holds confirmed MoneyGuide detections for 287 distinct companies, 72 of them confirmed in the last 90 days. A company is counted once however many of its properties run it.

Which companies use MoneyGuide?

Sequoia Financial Group, Generational Group and Carson Group are among the most prominent in the current set.

What industries use MoneyGuide?

Financial services, professional and business services and information technology and services lead the set, across 17 industries in total.

What size companies use MoneyGuide?

Adoption concentrates in the 11-50 employee band, across the companies whose size is recorded.

Where are MoneyGuide users based?

The United States, Canada, Australia and Indonesia account for most detections, across 13 countries.

How current is this data?

72 companies were confirmed in the last 90 days. Last detection 18 September 2026.

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