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emoney advisor

Wealth management platform for advisors. Founded 2000, 626 employees, USA.

CorporateUSA500+ peopleEnterprise fintechAdvisor-first20+ year legacy500+ employees

Founded

2000

Team size

500+

Famous for

What emoney advisor is known for

  • Built the first integrated wealth management software stack for independent advisors in 2000.
  • Serves 500+ financial advisory firms managing billions in client assets across the US.
  • Consolidated planning, CRM, and reporting into one platform advisors actually use daily.

For growth marketers

What it's like to work at emoney advisor

Mature enterprise fintech with 626 people. Growth here means expanding advisor adoption within existing accounts and winning net-new RIAs in a crowded market. You own customer acquisition and retention for a product that's been around longer than most SaaS companies. Team is likely structured around sales efficiency and product-led expansion. This is not a sprint; it's a marathon in regulated fina

About

In their own words

eMoney Advisor [...] Founded 2000 United States 626 employees Financial Services, Fintech +1 [...] Employees 626 [...] eMoney Advisor is a leading provider of technology solutions and services in the financial services, fintech, and wealth management industries. Founded in 2001 and headquartered in.

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