eMoney Advisor
Agent30Agent Readiness: 30/100. Below median. Measured by StartupHub.ai. Median 41.Trust87Data Trust: 87/100. Top 25%. Measured by StartupHub.ai. Median 61.Leading financial planning software empowering advisors to build stronger client relationships and drive growth.
About
eMoney Advisor offers financial planning software and services designed for financial professionals. Their platform helps advisors organize client data, create comprehensive financial plans, and improve client engagement through tools like account aggregation and a client portal. eMoney aims to empower advisors to help their clients reach their goals while increasing business efficiency and client satisfaction.
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Key facts
- Website
- emoneyadvisor.com
- Headquarters
- Radnor, United States
- Founded
- 2000
- Employees
- 638
- Business model
- B2B
Tech stack
Detected on emoneyadvisor.com, last scanned 30 Oct 2026. Run your own scan
- Frontend
- jQuery, Tailwind CSS
- Analytics
- Google Tag Manager
- SEO
- Yoast SEO
- CMS / Builders
- WordPress
- Hosting
- Azure
- Email provider
- Proofpoint, SendGrid
- Email marketing
- Mailgun
- Cookie consent
- OneTrust
eMoney Advisor scores 74. Does yours?
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Frequently asked
Is eMoney Advisor trustworthy and reputable?
StartupHub's Data Trust & Reputation score for eMoney Advisor is 87 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How many employees does eMoney Advisor have?
eMoney Advisor has approximately 638 people on record.
Public record
SEC filings, insider activity, nonprofit links and pay benchmarks for eMoney Advisor
