MONEYGUIDE - History of Changes


DateDescription
2024-04-21 delete otherexecutives Kevin Hughes
2024-04-21 delete person Kevin Hughes
2023-06-29 delete partner The FinaMetrica Risk Tolerance Toolkit
2023-05-28 insert partner_pages_linkeddomain altruist.com
2023-03-11 delete person Bob Curtis
2023-03-11 delete terms_pages_linkeddomain networkadvertising.org
2023-03-11 insert partner Infovisa
2023-03-11 insert terms_pages_linkeddomain thenai.org
2023-01-06 delete otherexecutives Rose Palazzo
2023-01-06 update person_title Rose Palazzo: Group Head of Envestnet Money; Group Head => Group President of Financial Planning; Group President, Envestnet Financial Planning
2023-01-06 update person_title Tony Leal: Group President, Envestnet WealthTech => Advisor for Envestnet WealthTech; Advisor, WealthTech
2022-12-06 delete career_pages_linkeddomain jobvite.com
2022-09-04 delete cfo Matt Trout
2022-09-04 delete person Matt Trout
2022-08-04 delete index_pages_linkeddomain t3technologyhub.com
2022-07-05 delete president Tony Leal
2022-07-05 insert chro Kelly Jordan
2022-07-05 delete address 15521 Midlothian Turnpike, Suite 201 Midlothian, VA 23113
2022-07-05 delete career_pages_linkeddomain intellihire.com
2022-07-05 delete fax 1-804-419-0310
2022-07-05 insert career_pages_linkeddomain jobvite.com
2022-07-05 insert partner_pages_linkeddomain calendly.com
2022-07-05 insert partner_pages_linkeddomain tolerisk.com
2022-07-05 insert person Kelly Jordan
2022-07-05 update person_description Rose Palazzo => Rose Palazzo
2022-07-05 update person_description Tony Leal => Tony Leal
2022-07-05 update person_title Tony Leal: President => Group President, Envestnet WealthTech
2022-05-06 insert otherexecutives Rose Palazzo
2022-05-06 delete index_pages_linkeddomain moneyguide.com
2022-05-06 insert person Rose Palazzo
2022-04-06 delete person Stacey Turnbull
2022-03-06 delete partner LoanBuddy
2022-03-06 delete partner_pages_linkeddomain etrade.com
2022-03-06 delete partner_pages_linkeddomain loanbuddy.us
2022-03-06 insert index_pages_linkeddomain moneyguide.com
2022-03-06 insert partner_pages_linkeddomain axosadvisorservices.com
2021-12-10 delete service_pages_linkeddomain cvent.com
2021-12-10 insert email da..@envestnet.com
2021-12-10 insert terms_pages_linkeddomain google.com
2021-12-10 insert terms_pages_linkeddomain networkadvertising.org
2021-12-10 insert terms_pages_linkeddomain youradchoices.com
2021-09-14 insert service_pages_linkeddomain cvent.me
2021-08-11 delete person Joe Miller
2021-08-11 insert service_pages_linkeddomain calendly.com
2021-07-11 insert index_pages_linkeddomain t3technologyhub.com
2021-06-09 delete cto Dylan Kynaston
2021-06-09 insert cto Steve Boyer
2021-06-09 delete person Dylan Kynaston
2021-06-09 insert partner PayForED
2021-06-09 insert partner_pages_linkeddomain payfored.com
2021-06-09 update person_title Steve Boyer: Executive Vice President of Development => Chief Technology Officer
2021-04-16 delete fax 1-804-744-9351
2021-04-16 delete phone 1-844-743-7526
2021-04-16 insert fax 1-804-379-4763
2021-02-22 insert general_emails in..@moneyguide.com
2021-02-22 insert sales_emails se..@moneyguide.com
2021-02-22 delete email ev..@moneyguide.com
2021-02-22 delete person Amanda Seeman
2021-02-22 delete phone 1-804-419-0171 ext. 1180
2021-02-22 insert email ev..@envestnet.com
2021-02-22 insert email in..@moneyguide.com
2021-02-22 insert email se..@moneyguide.com
2021-02-22 insert person Stacey Turnbull
2021-02-22 insert phone 1-800-819-2347
2021-01-21 delete index_pages_linkeddomain moneyguide.com
2020-09-28 delete index_pages_linkeddomain envadvisorsummit.com
2020-09-28 insert index_pages_linkeddomain moneyguide.com
2020-09-28 insert partner_pages_linkeddomain covrtech.com
2020-07-20 delete phone 1-800-841-5312 ext. 1145
2020-07-20 delete phone 1-804-744-5900 ext. 1180
2020-07-20 insert index_pages_linkeddomain envadvisorsummit.com
2020-07-20 insert phone 1-804-419-0171
2020-07-20 insert phone 1-804-419-0171 ext. 1145
2020-07-20 insert phone 1-804-419-0171 ext. 1180
2020-07-20 insert phone 1-844-743-7526
2020-06-19 delete personal_emails je..@ficommpartners.com
2020-06-19 delete email je..@ficommpartners.com
2020-06-19 delete person Jessica Torchia
2020-06-19 delete person Tyler Clark
2020-06-19 delete phone 908-872-7319
2020-06-19 insert email en..@jconnelly.com
2020-06-19 insert person Laura Marvin
2020-06-19 insert phone 646-922-7774
2020-04-19 delete index_pages_linkeddomain moneyguide.com
2020-04-19 delete partner BridgePortfolio
2020-04-19 insert partner_pages_linkeddomain bridgeft.com
2020-03-20 insert cto Dylan Kynaston
2020-03-20 insert person Anne Goldberg
2020-03-20 insert person Bain Bronner
2020-03-20 insert person Dylan Kynaston
2020-03-20 insert person Graham Blevins
2020-03-20 insert person Steve Boyer
2020-02-18 delete coo Jaime Proctor
2020-02-18 delete career_pages_linkeddomain adp.com
2020-02-18 delete partner Schwab Performance Technologies®
2020-02-18 delete partner_pages_linkeddomain schwabpt.com
2020-02-18 delete person Jaime Proctor
2020-02-18 insert career_pages_linkeddomain intellihire.com
2020-02-18 insert person Joe Miller
2019-10-13 insert partner LoanBuddy
2019-10-13 insert partner_pages_linkeddomain loanbuddy.us
2019-08-14 delete sales_emails sa..@moneyguidepro.com
2019-08-14 delete support_emails su..@moneyguidepro.com
2019-08-14 insert sales_emails sa..@moneyguide.com
2019-08-14 insert support_emails su..@moneyguide.com
2019-08-14 delete email en..@moneyguidepro.com
2019-08-14 delete email ev..@moneyguidepro.com
2019-08-14 delete email le..@moneyguidepro.com
2019-08-14 delete email sa..@moneyguidepro.com
2019-08-14 delete email su..@moneyguidepro.com
2019-08-14 insert email en..@moneyguide.com
2019-08-14 insert email ev..@moneyguide.com
2019-08-14 insert email le..@moneyguide.com
2019-08-14 insert email sa..@moneyguide.com
2019-08-14 insert email su..@moneyguide.com
2019-08-14 insert index_pages_linkeddomain moneyguide.com
2019-07-14 delete ceo Bob Curtis
2019-07-14 insert president Tony Leal
2019-07-14 insert about_pages_linkeddomain envestnet.com
2019-07-14 insert career_pages_linkeddomain envestnet.com
2019-07-14 insert client_pages_linkeddomain envestnet.com
2019-07-14 insert contact_pages_linkeddomain envestnet.com
2019-07-14 insert index_pages_linkeddomain envestnet.com
2019-07-14 insert management_pages_linkeddomain envestnet.com
2019-07-14 insert product_pages_linkeddomain envestnet.com
2019-07-14 insert service_pages_linkeddomain envestnet.com
2019-07-14 insert terms_pages_linkeddomain envestnet.com
2019-07-14 update person_description Tyler Clark => Tyler Clark
2019-07-14 update person_title Bob Curtis: Lead Designer of PIEtech 's MoneyGuidePro; Chief Executive Officer => Lead Designer of Envestnet MoneyGuide 's MoneyGuidePro; Consultant
2019-07-14 update person_title Tony Leal: Co - CEO / Chief Technology Officer => President
2019-06-14 delete alias PIEtech®, Inc.
2019-06-14 insert alias MoneyGuide, Inc.
2019-03-30 delete partner Broadridge - Investigo Advisor Solution
2019-02-15 delete partner_pages_linkeddomain trustamerica.com
2019-02-15 insert career_pages_linkeddomain adp.com
2019-02-15 insert partner_pages_linkeddomain etrade.com
2019-02-15 insert person James Spisak
2018-12-03 delete cto Tony Leal
2018-12-03 delete otherexecutives Jessica Day
2018-12-03 delete president Tony Leal
2018-12-03 insert otherexecutives Kevin Hughes
2018-12-03 delete index_pages_linkeddomain financial-planning.com
2018-12-03 insert email ev..@moneyguidepro.com
2018-12-03 insert person Amanda Seeman
2018-12-03 insert phone 1-804-744-5900 ext. 1180
2018-12-03 update person_description Bob Curtis => Bob Curtis
2018-12-03 update person_description Jessica Day => Jessica Day
2018-12-03 update person_description Kevin Hughes => Kevin Hughes
2018-12-03 update person_description Matt Thompson => Matt Thompson
2018-12-03 update person_description Matt Trout => Matt Trout
2018-12-03 update person_description Tony Leal => Tony Leal
2018-12-03 update person_description Tyler Clark => Tyler Clark
2018-12-03 update person_title Jessica Day: Head of Client Services => null
2018-12-03 update person_title Kevin Hughes: EVP, Sales => Chief Growth Officer
2018-12-03 update person_title Tony Leal: Chief Technology Officer; President => Co - CEO / Chief Technology Officer
2018-10-26 delete alias Learn More Try It Today
2018-10-26 insert fax 1-804-419-0310
2018-10-26 insert partner_pages_linkeddomain asset-map.com
2018-08-18 delete cmo Suly Salazar-Layton
2018-08-18 insert personal_emails je..@ficommpartners.com
2018-08-18 delete email su..@moneyguidepro.com
2018-08-18 delete person Suly Salazar-Layton
2018-08-18 delete phone 1-800-743-6938 ext. 1122
2018-08-18 insert email je..@ficommpartners.com
2018-08-18 insert person Jessica Torchia
2018-08-18 insert phone 908-872-7319
2018-07-11 delete email bc..@moneyguidepro.com
2018-07-11 delete email jd..@moneyguidepro.com
2018-07-11 delete email jp..@moneyguidepro.com
2018-07-11 delete email kh..@moneyguidepro.com
2018-07-11 delete email mt..@moneyguidepro.com
2018-07-11 delete email mt..@moneyguidepro.com
2018-07-11 delete email ss..@moneyguidepro.com
2018-07-11 delete email tl..@moneyguidepro.com
2018-05-23 delete phone 1-800-743-6938 ext. 122
2018-05-23 delete phone 1-800-841-5312 ext. 145
2018-05-23 insert phone 1-800-743-6938 ext. 1122
2018-05-23 insert phone 1-800-841-5312 ext. 1145
2018-04-04 insert cfo Matt Trout
2018-04-04 delete email co..@moneyguidepro.com
2018-04-04 delete email js..@moneyguidepro.com
2018-04-04 delete partner_pages_linkeddomain scottrade.com
2018-04-04 delete person Curt Olson
2018-04-04 delete person Jaclyn Stanton
2018-04-04 insert email mt..@moneyguidepro.com
2018-04-04 insert partner_pages_linkeddomain capitect.com
2018-04-04 insert partner_pages_linkeddomain mx.com
2018-04-04 insert person Matt Trout
2018-02-14 insert otherexecutives Jessica Day
2018-02-14 delete email rs..@moneyguidepro.com
2018-02-14 delete person Ryan Sullivan
2018-02-14 insert email jd..@moneyguidepro.com
2018-02-14 insert partner_pages_linkeddomain finfolio.com
2018-02-14 insert person Jessica Day
2018-02-14 update person_title Kevin Hughes: EVP, Enterprise Sales => EVP, Sales
2018-01-02 insert alias Learn More Try It Today
2018-01-02 insert index_pages_linkeddomain financial-planning.com
2017-11-30 update website_status FlippedRobots => OK
2017-11-30 delete otherexecutives Jaime Proctor
2017-11-30 delete president Kevin Knull
2017-11-30 insert coo Jaime Proctor
2017-11-30 insert president Tony Leal
2017-11-30 delete email ke..@moneyguidepro.com
2017-11-30 delete email kk..@moneyguidepro.com
2017-11-30 delete index_pages_linkeddomain amazon.com
2017-11-30 delete partner_pages_linkeddomain byallaccounts.com
2017-11-30 delete person Kevin Knull
2017-11-30 delete person Kirsten Knull
2017-11-30 delete source_ip 74.84.207.17
2017-11-30 insert email kh..@moneyguidepro.com
2017-11-30 insert partner Riskalyze
2017-11-30 insert partner_pages_linkeddomain riskalyze.com
2017-11-30 insert partner_pages_linkeddomain trustamerica.com
2017-11-30 insert person Kevin Hughes
2017-11-30 insert source_ip 74.84.207.145
2017-11-30 update person_title Curt Olson: Head of Enterprise Sales => EVP, Institutional Accounts
2017-11-30 update person_title Jaime Proctor: Head of Client Services => Chief Operating Officer
2017-11-30 update person_title Tony Leal: Chief Technology Officer => Chief Technology Officer; President
2017-08-19 update website_status OK => FlippedRobots
2017-01-05 insert cmo Suly Salazar-Layton
2017-01-05 insert president Kevin Knull
2017-01-05 delete index_pages_linkeddomain fa-mag.com
2017-01-05 delete index_pages_linkeddomain financial-planning.com
2017-01-05 delete partner Forefield
2017-01-05 delete phone 1.800.709.5116
2017-01-05 delete phone 1.800.743.6938 ext. 100
2017-01-05 delete phone 1.800.743.6938 ext. 130
2017-01-05 delete phone 1.800.743.6938 ext. 145
2017-01-05 insert address 15521 Midlothian Turnpike, Suite 201 Midlothian, VA 23113
2017-01-05 insert email su..@moneyguidepro.com
2017-01-05 insert fax 1-804-744-9351
2017-01-05 insert index_pages_linkeddomain amazon.com
2017-01-05 insert partner The FinaMetrica Risk Tolerance Toolkit
2017-01-05 insert partner_pages_linkeddomain seiadvisorcenter.com
2017-01-05 insert partner_pages_linkeddomain seibusinessbuilder.com
2017-01-05 insert person Suly Salazar-Layton
2017-01-05 insert phone 1-800-743-6938 ext. 122
2017-01-05 insert phone 1-800-841-5312 ext. 145
2017-01-05 insert phone 1-804-744-5900
2017-01-05 update person_title Kevin Knull: CFP®, President => President
2016-03-01 delete email da..@moneyguidepro.com
2016-03-01 delete index_pages_linkeddomain peopleskillsnetwork.com
2016-03-01 delete person Dustin Alga
2016-03-01 delete phone 1.800.743.6938 ext. 163
2016-03-01 insert email kk..@moneyguidepro.com
2016-03-01 insert partner Wealth Access
2016-03-01 insert partner_pages_linkeddomain secure.force.com
2016-03-01 insert person Kevin Knull
2016-03-01 insert phone 1.800.709.5116
2015-11-01 delete index_pages_linkeddomain investmentnews.com
2015-11-01 delete person Laser App
2015-11-01 insert index_pages_linkeddomain fa-mag.com
2015-09-28 delete index_pages_linkeddomain marketwatch.com
2015-09-28 insert index_pages_linkeddomain investmentnews.com
2015-09-28 insert index_pages_linkeddomain peopleskillsnetwork.com
2015-09-28 insert partner_pages_linkeddomain wealthbox.com
2015-08-30 insert email le..@moneyguidepro.com
2015-08-30 insert phone 1.800.743.6938 ext. 145
2015-05-02 update robots_txt_status www.pietech.com: 404 => 200
2015-04-04 update website_status FlippedRobots => OK
2015-04-04 insert ceo Bob Curtis
2015-04-04 delete about_pages_linkeddomain hs-sites.com
2015-04-04 delete about_pages_linkeddomain hubspot.com
2015-04-04 delete career_pages_linkeddomain hs-sites.com
2015-04-04 delete career_pages_linkeddomain hubspot.com
2015-04-04 delete client_pages_linkeddomain hs-sites.com
2015-04-04 delete client_pages_linkeddomain hubspot.com
2015-04-04 delete contact_pages_linkeddomain hs-sites.com
2015-04-04 delete contact_pages_linkeddomain hubspot.com
2015-04-04 delete index_pages_linkeddomain hs-sites.com
2015-04-04 delete index_pages_linkeddomain hubspot.com
2015-04-04 delete partner_pages_linkeddomain hs-sites.com
2015-04-04 delete partner_pages_linkeddomain hubspot.com
2015-04-04 delete phone 1.844.743.7526
2015-04-04 delete product_pages_linkeddomain hs-sites.com
2015-04-04 delete product_pages_linkeddomain hubspot.com
2015-04-04 delete terms_pages_linkeddomain hs-sites.com
2015-04-04 delete terms_pages_linkeddomain hubspot.com
2015-04-04 insert email bc..@moneyguidepro.com
2015-04-04 insert person Bob Curtis
2015-04-04 insert phone 1.800.743.6938 ext. 100
2015-04-04 update robots_txt_status www.pietech.com: 200 => 404
2015-03-29 update website_status OK => FlippedRobots
2015-02-01 insert cto Tony Leal
2015-02-01 delete email rb..@moneyguidepro.com
2015-02-01 delete person Robert Batt
2015-02-01 delete phone 1.800.743.6938 ext. 124
2015-02-01 insert email tl..@moneyguidepro.com
2015-02-01 insert partner Fidelity Investments
2015-02-01 insert person Tony Leal
2015-02-01 insert phone 1.800.743.6938 ext. 130
2014-12-06 delete ceo Bob Curtis
2014-12-06 delete cto Tony Leal
2014-12-06 delete email bc..@moneyguidepro.com
2014-12-06 delete email tl..@moneyguidepro.com
2014-12-06 delete index_pages_linkeddomain gotomeeting.com
2014-12-06 delete index_pages_linkeddomain investmentnews.com
2014-12-06 delete index_pages_linkeddomain riainabox.com
2014-12-06 delete index_pages_linkeddomain surveymonkey.com
2014-12-06 delete person Bob Curtis
2014-12-06 delete person Tony Leal
2014-12-06 delete phone 1.800.743.6938 ext. 100
2014-12-06 delete phone 1.800.743.6938 ext. 130
2014-12-06 insert about_pages_linkeddomain hubspot.com
2014-12-06 insert email en..@moneyguidepro.com
2014-12-06 insert index_pages_linkeddomain marketwatch.com
2014-12-06 insert phone 1.844.743.7526
2014-12-06 insert product_pages_linkeddomain hubspot.com
2014-10-24 insert index_pages_linkeddomain gotomeeting.com
2014-10-24 insert index_pages_linkeddomain riainabox.com
2014-10-24 insert index_pages_linkeddomain surveymonkey.com
2014-09-26 insert sales_emails sa..@moneyguidepro.com
2014-09-26 insert alias PIEtech
2014-09-26 insert alias PIEtech, Inc.
2014-09-26 insert email sa..@moneyguidepro.com
2014-09-26 insert index_pages_linkeddomain financial-planning.com
2014-09-26 insert index_pages_linkeddomain hs-sites.com
2014-09-26 insert index_pages_linkeddomain hubspot.com
2014-09-26 insert index_pages_linkeddomain investmentnews.com
2014-09-26 insert index_pages_linkeddomain linkedin.com
2014-09-26 insert index_pages_linkeddomain moneyguidepro.com
2014-09-26 insert index_pages_linkeddomain twitter.com
2014-09-26 insert phone 1.800.841.5312
2014-08-19 delete sales_emails sa..@moneyguidepro.com
2014-08-19 delete alias PIEtech
2014-08-19 delete alias PIEtech, Inc.
2014-08-19 delete email sa..@moneyguidepro.com
2014-08-19 delete index_pages_linkeddomain advisors4advisors.com
2014-08-19 delete index_pages_linkeddomain financial-planning.com
2014-08-19 delete index_pages_linkeddomain gotomeeting.com
2014-08-19 delete index_pages_linkeddomain hs-sites.com
2014-08-19 delete index_pages_linkeddomain hubspot.com
2014-08-19 delete index_pages_linkeddomain investmentnews.com
2014-08-19 delete index_pages_linkeddomain linkedin.com
2014-08-19 delete index_pages_linkeddomain marketwatch.com
2014-08-19 delete index_pages_linkeddomain moneyguidepro.com
2014-08-19 delete index_pages_linkeddomain twitter.com
2014-08-19 delete phone 1.800.841.5312
2014-07-14 insert index_pages_linkeddomain marketwatch.com
2014-06-03 delete email ch..@moneyguidepro.com
2014-06-03 insert email kk..@moneyguidepro.com
2014-05-06 delete email kh..@moneyguidepro.com
2014-05-06 delete index_pages_linkeddomain reversemortgagedaily.com
2014-05-06 delete phone 804.744.5900 ext. 131
2014-05-06 insert email ch..@moneyguidepro.com
2014-05-06 insert phone 1.800.709.5116
2014-04-01 delete index_pages_linkeddomain wsj.com
2014-04-01 insert index_pages_linkeddomain reversemortgagedaily.com
2014-03-04 delete email ch..@moneyguidepro.com
2014-03-04 delete fax 1.804.744.9351
2014-03-04 delete phone 1.800.709.5116
2014-03-04 delete phone 1.804.744.5900
2014-03-04 insert email kh..@moneyguidepro.com
2014-03-04 insert index_pages_linkeddomain wsj.com
2014-03-04 insert phone 804.744.5900 ext. 131
2014-02-02 delete index_pages_linkeddomain constantcontact.com
2014-02-02 delete partner_pages_linkeddomain advisorexchange.com
2014-02-02 insert partner Genworth Financial Investment Services Inc.
2014-02-02 insert partner_pages_linkeddomain aqumulate.com
2014-01-04 delete index_pages_linkeddomain hubspot.net
2014-01-04 delete partner Genworth Financial Investment Services Inc.
2014-01-04 insert index_pages_linkeddomain hs-sites.com
2013-12-07 delete partner SSG Capital Advisors, L.P.
2013-11-09 delete cmo Jaime Proctor
2013-11-09 delete email jp..@moneyguidepro.com
2013-11-09 delete index_pages_linkeddomain yahoo.com
2013-11-09 delete person Jaime Proctor
2013-11-09 delete phone 1.800.744.9876
2013-11-09 insert email wg..@moneyguidepro.com
2013-11-09 insert person Will Gilfillan
2013-11-09 insert phone 1.800.743.6938 ext. 109
2013-10-12 delete index_pages_linkeddomain fa-mag.com
2013-10-12 insert index_pages_linkeddomain hubspot.net
2013-10-12 insert index_pages_linkeddomain yahoo.com
2013-10-12 insert partner ByAllAccounts
2013-10-12 insert partner_pages_linkeddomain baersoftware.com
2013-10-12 insert partner_pages_linkeddomain byallaccounts.com
2013-10-12 insert partner_pages_linkeddomain youtube.com
2013-09-13 delete contact_pages_linkeddomain constantcontact.com
2013-09-13 delete index_pages_linkeddomain advisorone.com
2013-09-13 delete index_pages_linkeddomain haroldsmusings.wordpress.com
2013-09-13 insert contact_pages_linkeddomain hubspot.com
2013-09-13 insert contact_pages_linkeddomain linkedin.com
2013-09-13 insert contact_pages_linkeddomain twitter.com
2013-09-13 insert index_pages_linkeddomain fa-mag.com
2013-09-13 insert partner_pages_linkeddomain hubspot.com
2013-09-13 insert partner_pages_linkeddomain linkedin.com
2013-09-13 insert partner_pages_linkeddomain twitter.com
2013-07-08 insert index_pages_linkeddomain advisorone.com
2013-05-01 insert partner TradePMR
2013-04-05 delete otherexecutives Jamie Proctor
2013-04-05 insert otherexecutives Jaime Proctor
2013-04-05 delete email bm..@moneyguidepro.com
2013-04-05 delete person Brian Miksa
2013-04-05 delete person Jamie Proctor
2013-04-05 delete phone 1.800.743.6938 ext. 145
2013-04-05 insert email rb..@moneyguidepro.com
2013-04-05 insert person Jaime Proctor
2013-04-05 insert person Robert Batt
2013-04-05 insert phone 1.800.743.6938 ext. 124
2013-03-04 insert otherexecutives Jamie Proctor
2013-03-04 insert email jp..@moneyguidepro.com
2013-03-04 insert person Jamie Proctor
2013-03-04 insert phone 1.800.744.9876