Money Quotient
Money Quotient is a privately held US education firm that trains and licenses financial professionals in its True Wealth Planning methodology, combining emotional intelligence with technical financial planning through multi-day courses, partner licensing, and an online advisor community.
- Company typePrivate
- Founded2001
- HeadquartersPortland, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Money Quotient does
Money Quotient is a privately held US education and training firm (founded 2001, 1-10 employees, headquartered in Washington state with an Oregon-area presence) that sells Financial Life Planning methodology and licensing to financial professionals. Its core offering is the True Wealth Planning model, a five-stage facilitation process (Explore, Engage, Envision, Enlighten, Empower) accompanied by the proprietary "EQ + IQ = MQ" framework that combines emotional intelligence with technical financial planning, and a research-based set of discovery tools covering Satisfaction and Values, Biography, Transitions, and Goals. The company's product surface centers on the Fundamentals of True Wealth Planning training course (approved for 24 CFP CE hours, 12 IAR CE credits, and 18 AFC CEUs), a post-training Implementation Experience, and an MQ Partner Program that licenses client tools, practice management resources, monthly webinars, an on-demand education archive, and access to MQ Community discussion forums. Supportive content includes the True Wealth Compass and Life Planning Weekly blogs and an Entry-Level Subscription tier, with delivery split across virtual Zoom classes and in-person sessions in Portland, OR and Carlsbad, CA.
The business model blends two revenue streams: one-time training fees (virtual courses priced $1,430-$2,400; in-person Portland sessions $1,690-$2,600; with Early-Bird discounts) and a recurring subscription-style partner licensing revenue earned after advisors complete training, sign a Partnership Agreement, and finish Implementation Experience. Customer segmentation is horizontal — CFPs, CPAs, AFCs, RIAs, and other financial professionals ranging from solo practitioners to large firm employees, divided by use case into Starting a Practice, Leveling Up, and Growing Your Practice cohorts. Go-to-market is sales-led, combining content marketing, the Intro to MQ Webinar, Getting Acquainted Meetings, structured partner onboarding, and a Find a Financial Life Planner directory that functions as a referral/affiliate channel to MQ-trained advisors.
The company is bootstrapped and founder-controlled — no venture capital, private equity, parent company, M&A, or public listing is indicated in the source material. Founder Carol Anderson is credited as a Financial Life Planning Pioneer; Amy N. Mullen, CFP serves as President; and Derek Hagen, CFA, CFP, FBS, CFT contributes content. Distribution is supported by marketing channels including two blogs, email newsletters, and organic social (LinkedIn, Facebook, Twitter). No artificial intelligence or machine learning capabilities are described; the moat rests on codified methodology, trademarks, CE-credentialed curriculum, and a partner community rather than on technology defensibility.
Money Quotient firmographics
Firmographics- Name
- Money Quotient
- Legal name
- Money Quotient
- Website
- https://moneyquotient.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Money Quotient is a privately held US education firm that trains and licenses financial professionals in its True Wealth Planning methodology, combining emotional intelligence with technical financial planning through multi-day courses, partner licensing, and an online advisor community.
- Ownership category
- akta.pro rank
Money Quotient industry classification
Industry- Product category
- Financial Planning Education and Training
- NAICS
- Educational Support Services (61171)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)
- akta.pro secondary industries
- Budgeting & Cash-Flow Management (EDAAAJAA), Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH)
Keywords
Where Money Quotient is headquartered
LocationHeadquarters
- HQ city
- Portland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Money Quotient business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Training Course Fees: Revenue from Fundamentals of True Wealth Planning courses, both virtual and in-person. Fees vary by attendee type (First Time vs Alumni) and registration timing (Early-Bird vs standard). Virtual training ranges from $1,430-$2,400; in-person training (e.g., Portland) ranges from $1,690-$2,600.
- Partner Program Licensing: After completing training and signing a Partnership Agreement, partners gain access to a library of client tools, practice management resources, monthly webinars, on-demand education archive, and MQ Community discussion forums. The revenue model includes licensing MQ materials for use in advisors' practices.
- Entry-Level Subscription: Educational offerings and entry-level access options for financial professionals at various stages of their practice.
- First Step Cash Management: Additional training and tools for cash management planning as part of the MQ educational offerings.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Multi-year contract | Virtual Training - First Time Attendee |
| One time/ perpetual license | Multi-year contract | Virtual Training - Alumni Attendee |
| One time/ perpetual license | Multi-year contract | Portland In-Person Training - First Time Attendee |
| One time/ perpetual license | Multi-year contract | Portland In-Person Training - Alumni Attendee |
| Other | Multi-year contract | Fundamentals Training CE Credits |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
Money Quotient product offering
Product offeringCore offering
Money Quotient educates and trains financial professionals in Financial Life Planning through its True Wealth Planning model. The core deliverable is the Fundamentals of True Wealth Planning training course (virtual and in-person), which unlocks access to a five-stage True Wealth Process (Explore, Engage, Envision, Enlighten, Empower), a library of research-based client facilitation tools, and an ongoing Partner Program with monthly webinars, on-demand education, and community forums. Revenue comes from training course fees, recurring Partner Program subscriptions, and licensing of MQ materials for use in advisors' practices.
Product overview
Money Quotient offers a unified suite of Financial Life Planning education and training services centered on its True Wealth Planning model. The core offering consists of the Fundamentals of True Wealth Planning training course, which unlocks access to the True Wealth Planning process (a five-stage model: Explore, Engage, Envision, Enlighten, and Empower), the Implementation Experience for post-training support, and the MQ Partner Program providing ongoing access to client tools, practice management resources, and community forums. Additional products include the First Step Cash Management offering, Entry-Level Subscription tier, and the MQ Client Tools and Materials library covering Satisfaction and Values, Biography, Transitions, and Goals. Educational content is delivered through in-person training events, virtual classrooms, and the True Wealth Compass and Life Planning Weekly blogs.
Differentiator
Problem solved
Functional benefit
Products and services
- Fundamentals of True Wealth Planning A paid training course for financial professionals (CFPs, CPAs, AFCs, and other advisors) that introduces Money Quotient's True Wealth Planning methodology and unlocks access to MQ Partner Program benefits upon completion.
- Implementation Experience A hands-on post-training experience for MQ Partners that supports practical integration of the True Wealth Planning process into advisors' client meetings and is required before licensing MQ materials.
- MQ Partner Program A subscription-based partner program that grants licensed access to Money Quotient's full library of client tools, practice management resources, monthly webinars, on-demand education archive, and the MQ Community forums for trained financial professionals.
- First Step Cash Management An educational offering within Money Quotient's framework that trains financial professionals to guide clients through foundational cash management and money management concepts as part of the True Wealth Planning process.
- Entry-Level Subscription A subscription tier providing entry-level access to Money Quotient's educational offerings and tools, allowing financial professionals to explore MQ content before committing to the full Fundamentals course and Partner Program.
Quantifiable outcome
- Increases client's trust in and commitment to their advisor
- +7 more outcomes
Companies that use Money Quotient
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles1 record
Money Quotient technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Money Quotient partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights6 records
Money Quotient competitors and assessment
Company assessmentDirect peers
- Kitces.com: Michael Kitces's research, content, and educational platform for financial advisors covering practice management, planning strategy, and technology. Comparable to MQ because it monetizes premium advisor education and serves the same CFP/IAR/AFC persona, though Kitces is more content/media-driven than methodology-and-licensing driven.
- CEG Worldwide: Coaching and consulting firm for financial advisors focused on practice growth, client acquisition, and elite-practice frameworks. Directly comparable to MQ because it sells structured coaching programs and proprietary methodologies (e.g., Zeblon Triplett frameworks) to advisor practices seeking differentiation.
- XY Planning Network: Advisor community and support network serving next-generation fee-only planners, with member benefits including training, practice resources, and peer collaboration. Directly comparable to MQ because it markets a community-plus-coaching model specifically to emerging financial advisors seeking differentiation.
Broad incumbents
- Carson Group: Large IBD and advisor coaching organization offering business consulting, coaching, and marketing programs to thousands of advisor affiliates. Comparable to MQ through its advisor coaching arm, but broader in scope (custody, technology, M&A) and able to bundle training with platform economics MQ cannot.
- Envestnet Advisor Pricing (formerly FA Insight): Practice management research, benchmarking, and consulting for advisors acquired by Envestnet. Comparable to MQ on the practice-management consulting axis for financial advisors, though positioned as enterprise benchmarking versus MQ's behavior-change methodology.
- The American College of Financial Services: Accredited financial-services education provider offering designations like CFP, CLU, ChFC, plus CE-approved courses. Comparable to MQ as a CE-credit-approved training source for advisors, but broader (academic degrees, multiple designations) and longer-tenured as a formal institution.
- Financial Planning Association (FPA): Professional membership association for CFP-credentialed planners offering CE, conferences, practice resources, and community. Comparable to MQ through its role as a CE-content and advisor-development provider, though as a non-profit association rather than a private training firm.
Emerging players
- MoneyGuide Pro: Financial planning software platform widely used by advisors for client-facing goal planning and discovery. Comparable to MQ because its discovery and goals-based modules overlap with MQ's Values/Biography/Goals facilitation tools, though MoneyGuide is software-first and MQ is methodology-first.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks4 records
Key highlights6 records
Customer concentration
Money Quotient social profiles
Digital presenceMoney Quotient compliance and trust
Trust signalCompliance3 records
Money Quotient financial estimates
Financial estimateRevenue estimate
Valuation estimate
Money Quotient leadership team
Management profileNumber of profiles
Profiles3 records
Money Quotient funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Money Quotient M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Money Quotient
What does Money Quotient do?
Money Quotient educates and trains financial professionals in Financial Life Planning through its True Wealth Planning model. The core deliverable is the Fundamentals of True Wealth Planning training course (virtual and in-person), which unlocks access to a five-stage True Wealth Process (Explore, Engage, Envision, Enlighten, Empower), a library of research-based client facilitation tools, and an ongoing Partner Program with monthly webinars, on-demand education, and community forums. Revenue comes from training course fees, recurring Partner Program subscriptions, and licensing of MQ materials for use in advisors' practices.
Is Money Quotient a public or private company?
Money Quotient is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Money Quotient founded?
Money Quotient was founded in 2001. It employs 1 to 10 people.
Where is Money Quotient based?
Money Quotient is headquartered in Portland, United States, in the North America region.
How does Money Quotient make money?
Four revenue lines are on record. Training Course Fees are the primary driver. The others are partner Program Licensing, entry-Level Subscription and first Step Cash Management.
Who are Money Quotient's main competitors?
Direct peers on record are Kitces.com, CEG Worldwide and XY Planning Network. Broad incumbents are Carson Group, Envestnet Advisor Pricing (formerly FA Insight), The American College of Financial Services and Financial Planning Association (FPA). MoneyGuide Pro is listed as an emerging player.
Does Money Quotient have an API?
No public API is recorded for Money Quotient.
What industry is Money Quotient in?
Money Quotient's product category is Financial Planning Education and Training. Its primary akta.pro industry code is EDAAAJAN, Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors), with a secondary code of EDAAAJAA, Budgeting & Cash-Flow Management. Its NAICS code is 61171 and its SIC code is 8200.