eMoney is the only scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue. Developed and perfected by nearly 500 passionate employees, eMoney transforms the wealth management experience.
eMoney transforms the way financial professionals deliver advice at scale and build collaborative relationships with their clients. We are committed to innovation that inspires transformation. We believe our clients’ challenges are our opportunities, and we strive to create and perfect products that address both the challenges that advisors face today as well as those that they may encounter tomorrow. Our nearly 500 employees work with a passion and dedication each day to deliver industry-leading technology and unmatched service—all with the ultimate goal of helping our clients succeed.
Through our award-winning products, tailored implementation strategies and in-depth coaching programs, eMoney helps financial professionals and firms differentiate their offerings, streamline business operations, strengthen their client relationships and grow their businesses at scale. Our technology features basic and advanced financial planning capabilities, the industry’s leading client portal, powerful and protected data aggregation, deep integrations, robust analytics, integrated compliance and oversight, and automated marketing and lead generation tools to support each stage of the advisor-client lifecycle.
One of our best successes was our record-breaking performance in 2016, which was comprised of multiple wins including 10,000 new users, increased revenue by 31% (a nearly 59% increase since February 2015), growth in individual users by 21% and enterprise partnerships by 24%, more than 80 product updates, and the addition of 100 employees. The ongoing enhancements made to the platform continue to set eMoney, and its users, on a path for continued success.
Jessica Liberi, VP of Product Management
Ed O'Brien, CEO
Waddell and ReedMetLifeFounders FinancialPrudentialFidelity InvestmentsXYPlanning Network