eMoney Advisor, LLC Overview
Pro stress-test →eMoney Advisor provides technology solutions and services that help people talk about money, with solutions rooted in comprehensive financial planning that strengthen client relationships, streamline business operations, and drive growth. More than 106,000 financial professionals use the eMoney platform to serve over 5.8 million households throughout the U.S.
Strategic Profile
Pro stress-test →eMoney offers the most comprehensive cash flow-based financial planning solution for addressing clients' most complex planning needs. The award-winning software is tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future, targeting financial advisors, broker-dealers, banks, and RIAs across the wealth management ecosystem.
Competitive Landscape
Pro stress-test →eMoney supports financial organizations of all sizes including leading banks, broker-dealers, and RIAs, positioning itself as a comprehensive all-in-one solution competing against specialized point solutions and other comprehensive financial planning platforms. Key competitors include Morningstar's eMoney acquisition integration, Envestnet/MoneyGuide, Salesforce's professional services cloud, and various boutique planning tools targeting specific advisor segments.
Industry Context
eMoney Advisor, LLC operates in Financial Services / Wealth Management Software.
Key facts
Founded: 2000s · Headquarters: Radnor, Pennsylvania