eMoney AdvisoreMoney Advisor Pennsylvania-based wealth planning system for financial advisors.
Suggest an EditAbout eMoney Advisor
eMoney Advisor based in Conshohocken, Pennsylvania provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client's needs. eMoney's suite of tools are used by leading financial services firms around the country, including such well-known names as Genworth Financial Management, TD Bank, First Trust Bank, The Guard
eMoney Advisor based in Conshohocken, Pennsylvania provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client's needs. eMoney's suite of tools are used by leading financial services firms around the country, including such well-known names as Genworth Financial Management, TD Bank, First Trust Bank, The Guard
Company Highlights
Employees
MoM Headcount GrowthYoY Headcount Growth
Year Founded
2000
Employees631
Location (HQ)
USA
Monthly Website Visitors
200.9K
MoM Headcount Growth0.16%
YoY Headcount Growth-4.25%
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
FinTech
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Financial Services
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Wealth Management
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