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MoneyGuide

In network coverage since August 18, 2026 · 7 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 16, 26Fund launchEnvestnet — coverage
Sep 16, 26Fund launchTamarac · Envestnet — coverage
Network coverage
practice

Ezra Group's AI connector directory grows from 69 to 244 in ten weeks

The directory's 244 listings include 123 agents and 121 MCP servers, following a September wave of official connectors from wealthtech platforms.
The Close · Sep 18Envestnet's real release is the record under the dashboard
advisor_note · Sep 18MoneyGuide makes the plan page an annuity shelf
practice · Sep 17MoneyGuide can now model the annuity inside the plan
income · Sep 17MoneyGuide's annuity account types make the projection the new shelf
M&A · Sep 9Envestnet's Vestmark bet: trading muscle over desktop software
Deals & PE · Aug 18Edward Jones's Quicken stake attacks the planner's organizing problem
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