MoneyGuide offers financial planning software with tools for client-led planning, estate planning strategies, and cash flow management, self-described as a comprehensive planning platform.

MoneyGuide

DecisionMap Wealth Management is an independent wealth management firm that provides comprehensive financial advice and guidance, helping clients align their financial decisions with their desired lifestyles. The firm uses their DecisionMap process to assist clients in understanding their values, beliefs, and goals in the context of financial planning.

DecisionMap Wealth Management

Joule Financial provides wealth management and financial planning services, offering customized approaches to help clients achieve their financial goals. They operate as a fee-only fiduciary.

Joule Financial

MoneyPlanned offers personalized financial planning, investment services, and automated tracking, helping users streamline planning for both short-term and long-term financial goals.

Metric
Company Name	MoneyGuide	DecisionMap Wealth Management	Joule Financial	MoneyPlanned
Symbol
MSH ID	COM:MONEYGUIDEPRO	COM:DECISIONMAP	COM:JOULEFINANCIAL	COM:MONEYPLANNED
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial Technology	Wealth Management	Investment Advisory	Financial Technology
Country	US	US	US	US
Stage
Employee Count
Website	moneyguidepro.com	decisionmap.com	joulefinancial.com	moneyplanned.com
LinkedIn
Founders

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Gross Profit Margin
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EBITDA Margin
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COM:MONEYGUIDEPRO

MoneyGuide

Company Overview

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