emoney advisor
Wealth management platform for advisors, built on 20+ years of financial services infrastructure.
Founded
2000
Team size
500+
Famous for
What emoney advisor is known for
- Serves 500+ financial advisory firms managing trillions in client assets across the US.
- Core platform integrates portfolio management, planning, and client engagement in one system.
- Two decades of fintech operations and regulatory compliance in wealth management space.
For growth marketers
What it's like to work at emoney advisor
Mature enterprise SaaS / 626 employees / growth mandate is customer expansion and product adoption within existing advisory firm base. Growth team owns advisor onboarding, feature adoption, and retention. If you want to move the needle in wealth tech without the startup chaos, this is a seat with real scale and institutional credibility.
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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FAQ
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