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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638
Current headcount
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Frequently Asked Questions
What does eMoney Advisor do?
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.
Where is eMoney Advisor headquartered?
eMoney Advisor is headquartered in Radnor, United States.
When was eMoney Advisor founded?
eMoney Advisor was founded in 2000.
What industry does eMoney Advisor operate in?
eMoney Advisor operates in Fintech, SaaS, Wealth Management.
How many employees does eMoney Advisor have?
eMoney Advisor has approximately 638 people on record.
What is eMoney Advisor's current status?
eMoney Advisor's current operating status is: Acquired.