eMoney Advisor
Highly Engaged Employees
Financial Software · Pennsylvania, United States · 501-1,000 Employees
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Overview
Headquarters
100 W Matsonford Rd Ste 300, Radnor, Pen...Phone Number
(610) 684-1100Website
www.emoneyadvisor.comRevenue
$126 MillionIndustry
About eMoney Advisor
eMoney Advisor is a financial technology company that provides comprehensive financial planning software and digital tools for financial advisors. Its platform offers cash-flow and goals-based planning, client portals, account aggregation, analytics, and AI-powered capabilities that help advisors create personalized plans, improve efficiency, and strengthen client relationshipsExplore more
SIC Code 73,737NAICS Code 51,513Show moreeMoney Advisor Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
eMoney Advisor
$126M
501-1,000
Private
-
2000
JN
Jason NovakSenior Vice President, Information Technology Operations and Security and Chief Security Officer
eMoney Advisor Tech Stack
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eMoney Advisor is a financial technology company that provides comprehensive financial planning software and digital tools for financial advisors. Its platform offers cash-flow and goals-based planning, client portals, account aggregation, analytics, and AI-powered capabilities that help advisors create personalized plans, improve efficiency, and s... Read More