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eMoney

is a Pennsylvania-based financial planning software that provides solutions including retirement income planning, budgeting and account aggregation for advisors... Read more
OverviewCompetitorsNews & Insights

eMoney

is a Pennsylvania-based financial planning software that provides solutions including retirement income planning, budgeting and account aggregation for advisors... Read more
eMoney CEO: Susan McKenna

CEO

Susan McKenna

CEO Approval Rating

84/100

2000

PrivateAcquired by Fidelity Brokerage Services LLC

Banking, Financial Services and Insurance
Asset & Investment Management
6199 NAICS listing

Est. Annual Revenue
$25-100M
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Est. Employees
500-1.0K
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News

Product Launch
Mar 25, 2025
Yahoo
eMoney Advisor Launches Enhanced Version of Needs Analysis Feature
Partnership
Jan 30, 2025
EIN Presswire
Tolerisk and eMoney Partner to Streamline Risk Tolerance and Financial Planning for Advisors

eMoney Competitors

1Advicent
2PCC
3MoneyGuide
4ADVIZR, Inc.
5myMoneyGuide
6PWP
7InvestEdge
8RetireUp
9BondHawk Systems
10Guidant Wealth Advisors
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