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Insights

Premium Client Portal Launch eMoney Advisor is set to launch a premium client portal in the near future, offering advisors the opportunity to create personalized financial plans at scale. This enhancement could attract new clients seeking comprehensive financial planning solutions.

Decision Center Enhancements eMoney Advisor has announced significant enhancements to its Decision Center tool, aiming to improve collaboration and client engagement. These updates present an opportunity for sales teams to showcase the platform's upgraded features to existing and potential clients.

Acquisition by BIP Wealth With BIP Wealth acquiring eMoney Advisor, the combined entity's managed assets exceeded $3.3 billion. This acquisition could open doors for cross-selling opportunities and introduce eMoney's services to a broader client base through BIP Wealth's network.

Leadership Team Expansion eMoney Advisor recently hired Oscar Salazar as Head of Sales, and Jason Novak as Head of Information and Security. The addition of experienced leaders signifies potential sales growth strategies and enhanced security measures, which can be leveraged in client discussions.

Technology Innovation - Multi-View The introduction of Multi-View in Decision Center by eMoney Advisor offers clients a real-time view of how financial decisions impact their plans. This innovative feature can be highlighted by sales representatives to demonstrate the platform's advanced technology capabilities, attracting tech-savvy clients.

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eMoney Advisor Tech Stack

eMoney Advisor uses 8 technology products and services including NoSQL, Angular, Objective-C, and more. Explore eMoney Advisor's tech stack below.

  • NoSQL
    Database
  • Angular
    Javascript Frameworks
  • Objective-C
    Programming Languages
  • Yoast SEO
    Search Engines
  • X-XSS-Protection
    Security
  • Appium
    Testing And Qa
  • VMware
    Virtualisation Software
  • Linkedin
    Widgets

Media & News

eMoney Advisor's Email Address Formats

eMoney Advisor uses at least 1 format(s):
eMoney Advisor Email FormatsExamplePercentage
FirstL@emoneyadvisor.comJohnD@emoneyadvisor.com
56%
FLast@emoneyadvisor.comJDoe@emoneyadvisor.com
37%
FirstLast@emoneyadvisor.comJohnDoe@emoneyadvisor.com
6%
First.Last@emoneyadvisor.comJohn.Doe@emoneyadvisor.com
1%

Frequently Asked Questions

Where is eMoney Advisor's headquarters located?

Minus sign iconPlus sign iconeMoney Advisor's main headquarters is located at 4 Radnor Coporate Center, Suite 220 100 Matsonford Road Radnor, PA 19087 US. The company has employees across 6 continents, including North AmericaAsiaEurope.

What is eMoney Advisor's phone number?

Minus sign iconPlus sign icon You can contact eMoney Advisor's main corporate office by phone at
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+1-888-362-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is eMoney Advisor's official website and social media links?

Minus sign iconPlus sign iconeMoney Advisor's official website is emoneyadvisor.com and has social profiles on LinkedIn.

How much revenue does eMoney Advisor generate?

Minus sign iconPlus sign icon As of October 2024, eMoney Advisor's annual revenue reached $750M.

What is eMoney Advisor's NAICS code?

Minus sign iconPlus sign iconeMoney Advisor's NAICS code is 52 - Finance and Insurance.

How many employees does eMoney Advisor have currently?

Minus sign iconPlus sign iconAs of October 2024, eMoney Advisor has approximately 625 employees across 6 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: S. M.CEO: A. Z.Chief Executive Officer: G. F.. Explore eMoney Advisor's employee directory with LeadIQ.

What industry does eMoney Advisor belong to?

Minus sign iconPlus sign iconeMoney Advisor operates in the Financial Services industry.

What technology does eMoney Advisor use?

Minus sign iconPlus sign iconeMoney Advisor's tech stack includes NoSQLAngularObjective-CYoast SEOX-XSS-ProtectionAppiumVMwareLinkedin.

What is eMoney Advisor's email format?

Minus sign iconPlus sign iconeMoney Advisor's email format typically follows the pattern of . Find more eMoney Advisor email formats with LeadIQ.

When was eMoney Advisor founded?

Minus sign iconPlus sign iconeMoney Advisor was founded in 2000.
eMoney Advisor

eMoney Advisor

Financial ServicesPennsylvania, United States501-1000 Employees

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 106,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.8 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.

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Section iconCompany Overview

Headquarters
4 Radnor Coporate Center, Suite 220 100 Matsonford Road Radnor, PA 19087 US
Phone number
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+1-888-362-****
Website
emoneyadvisor.com
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $100M$1B

    eMoney Advisor's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    eMoney Advisor's revenue is in the range of $100M$1B

Company Leadership

Employee Directory

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