eMoney Advisor is a provider of financial planning software for professionals to engage and collaborate with their clients. Read more

784 Followers on Owler
784 Followers on Owler
784 Followers on Owler
784 Followers on Owler


eMoney Advisor is a provider of financial planning software for professionals to engage and collaborate with their clients. Read more

Edward O'Brien's photo - CEO of eMoney


Edward O'Brien

CEO Approval Rating










Missing a competitor? Contribute!

ADVIZR, Inc. is eMoney's #1 rival. ADVIZR, Inc. is a Private company that was founded in New York, New York in 2012. Like eMoney, ADVIZR, Inc. also works within the Internet Software field. ADVIZR, Inc. has 540 fewer employees vs. eMoney.

Riskalyze is perceived as one of eMoney's biggest rivals. Riskalyze was founded in 2011, and is headquartered in Auburn, California. Like eMoney, Riskalyze also operates in the Application Software sector. Riskalyze generates $7M less revenue vs. eMoney.

myMoneyGuide is a top competitor of eMoney. myMoneyGuide is a Private company that was founded in 1999 in Powhatan, Virginia. Like eMoney, myMoneyGuide also operates in the Internet Software space. Compared to eMoney, myMoneyGuide has 547 fewer employees.


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Growth Score - 1/1

Is 600 a good estimate for eMoney's Employee count?

eMoney Acquisitions

No recent acquisitions found related to eMoney

eMoney Funding History

No recent funding data found related to eMoney

eMoney Investments

No recent investments found related to eMoney

eMoney News

January 28, 2021destinationCRM

eMoney Advisor Rebrands Its Digital Marketing Solution as Bamboo

eMoney's Advisor Branded Marketing solution is now known as Bamboo.... See more »
January 23, 2021FinTech InShorts

Announces General Availability of Incentive -

eMoney: Announces General Availability of Incentive... See more »
January 14, 2021Finextra

Fidelity's eMoney rolls out financial planning and wellness app

eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people tal... See more »
October 22, 2020FinTech InShorts

Announced the launch of its new mobile app -

eMoney Advisor: Announced the launch of its new mobile app... See more »
October 21, 2020Financial Planning

eMoney rolls out new products, services to 'get more plans to more people'

We're not just software," CEO Ed O'Brien says. "We're here to help advisors be better planners."... See more »
October 19, 2020Silicon Valley Daily

eMoney Advisor Begins Day 1 of Virtual Summit With New Research Findings and Product Roadmap

New research highlights emerging themes impacting the financial advice industry and the expanding rol... See more »
October 6, 2020MarketScreener

Prepares For First Virtual Summit

(marketscreener.com) The annual event for planning-led advisors will feature dynamic keynotes, indust... See more »

eMoney Blogs

April 29, 2021eMoney Blog

eMoney Training Opportunities May 2021

Join our experts for online training sessions to help you master the eMoney platform and integrate it... See more »
April 27, 2021eMoney Blog

eMoney Updates April 2021

This April, our releases focus on creating a streamlined and cohesive user experience. As part of our... See more »
April 19, 2021eMoney Blog

New Training Opportunities for All eMoney Users

The eMoney training team is releasing three new webinar series designed to help users take their eMon... See more »
April 15, 2021eMoney Blog

Webinar Recap: Utilizing the Client Portal in Estate Planning

When estate planning for a client, considerations can be made to include more than their monetary ass... See more »
April 14, 2021eMoney Blog

Client Connections Resources

Data aggregation is an essential part of eMoney's planning experience. By connecting their accounts y... See more »
April 8, 2021eMoney Blog

Webinar Recap: Modeling Divorce

Divorce is always a delicate situation, and in this session we showed you how to model it within the ... See more »
April 7, 2021eMoney Blog

Client Site Goals Page Updates - Coming Soon

We are redesigning the Goals Page on the Client Site to provide a more personalized and streamlined e... See more »

eMoney Press Releases

October 14, 2020Business Wire

eMoney Advisor Launches Heart of Advice, A New Platform for Industry Insights and Thought Leadership

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor launched Heart of Advice, a new blog platform dedicated ... See more »
July 8, 2020Business Wire

eMoney Advisor Provides Access to Planning Platform and Certification Program for FPA Virtual Externship Participants

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor is making its planning platform and certification progra... See more »
February 18, 2020Business Wire

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle

RADNOR, Pa.--(BUSINESS WIRE)--eMoney Advisor unveils its strategy to provide planning solutions at ev... See more »
February 6, 2020Business Wire

eMoney Advisor Posts Record Results in 2019 and Announces Leadership Team Additions

RADNOR, Pa.--(BUSINESS WIRE)--eMoney added a record-breaking 15,000 users and 2.5 million financial p... See more »
November 14, 2019Business Wire

Cambridge Announces Release of CLIC Advisor and CLIC Client to Independent Financial Professionals Bidirectional Data Sync Plus Unique FinTech Solutions Including eMoney

FAIRFIELD, Iowa--(BUSINESS WIRE)--Cambridge is pleased to announce CLIC® Advisor and CLIC Client are ... See more »
April 2, 2019PR Newswire

SPS Family to Offer eMoney as Part of TechStack

ANN ARBOR, Mich., April 2, 2019 /PRNewswire/ -- Sigma Financial Corporation, Parkland Securities, LLC... See more »
February 21, 2019Business Wire

Cambridge Introduces CLIC Advisor and CLIC Client | Mainstream Deep Digital Integration - Bidirectional Data - Unique FinTech Solutions Including eMoney

FAIRFIELD, Iowa--(BUSINESS WIRE)--Cambridge is pleased to introduce CLIC® Advisor, an extension of it... See more »

eMoney Videos

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eMoney Headquarters

100 Matsonford Road Suite 300, Four Radnor Corporate Center

Radnor, Pennsylvania19087


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eMoney Summary



eMoney Advisor is a provider of financial planning software for professionals to engage and collaborate with their clients. eMoney was founded in 2000. eMoney's headquarters is located in Radnor, Pennsylvania, USA 19087. eMoney's CEO, Edward O'Brien,...


eMoney's CEO, Edward O'Brien, currently has an approval rating of 88%. eMoney's primary competitors are ADVIZR, Inc., Riskalyze & myMoneyGuide.



Frequently Asked Questions about eMoney

  1. When was eMoney founded?

    eMoney was founded in 2000
  2. Who is eMoney's CEO?

    eMoney's CEO is Edward O'Brien
  3. How much revenue does eMoney generate?

    eMoney generates $70M in revenue
  4. How much funding does eMoney have?

    eMoney has historically raised $0 in funding
  1. Where is eMoney's headquarters?

    eMoney's headquarters is in Radnor Pennsylvania, USA
  2. How many employees does eMoney have?

    eMoney has 600 employees
  3. What sector does eMoney operate in?

    eMoney is in Application Software, SaaS, Fintech
  4. Who are eMoney's competitors?

    eMoney's top competitors are ADVIZR, Inc., Riskalyze, myMoneyGuide