eMoney Advisor Email Format

Financial ServicesPennsylvania, United States501-1000 Employees

eMoney Advisor, LLC operates in the financial services sector, delivering technology solutions that facilitate conversations about money and support comprehensive financial planning. By focusing on planning as the foundation, its offerings aim to deepen client relationships, streamline advisory operations, and support business growth. More than 138,000 financial professionals across firms of all sizes use the platform to serve over 7 million households in the United States.

Headquartered in Radnor, Pennsylvania, eMoney positions itself as a provider of technology for financial advisors. In 2026, the company launched CoPlanner, a feature designed to help advisors generate high-quality financial plans quickly while preserving control over recommendations.

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