LeadIQ logo
Learn more at LeadIQ.com
eMoney Advisor logo

eMoney Advisor Employee Directory

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.

Find eMoney Advisor employees' phone numbers or email addresses

eMoney Advisor Global Highlights

Location
Employees

North America
831

Minus sign iconPlus sign icon
  • United States Of America
    831

Asia
10

Minus sign iconPlus sign icon
  • Sri Lanka
    2
  • India
    2
  • China
    2
  • Philippines
    1
  • Indonesia
    1
  • Bangladesh
    1
  • Cambodia
    1

Europe
4

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    3
  • Spain
    1

Africa
2

Minus sign iconPlus sign icon
  • Rwanda
    1
  • Nigeria
    1

Oceania
2

Minus sign iconPlus sign icon
  • Australia
    1
  • New Zealand
    1

South America
1

Minus sign iconPlus sign icon
  • Chile
    1

eMoney Advisor's Leadership

  • Chief Marketing Officer at eMoney Advisor
    R. E.
    Chief Marketing Officer
    Mobile Phone
  • Vice President Of Financial Planning at eMoney Advisor
    A. M.
    Vice President Of Financial Planning
    Mobile Phone
  • Head Of Product Marketing at eMoney Advisor
    T. H.
    Head Of Product Marketing
    Mobile Phone
  • Director Of Operations, Chief Compliance Officer at eMoney Advisor
    J. M.
    Director Of Operations, Chief Compliance Officer
    Mobile Phone
  • Vice President, Enterprise Data, Ai & Analytics at eMoney Advisor
    B. J.
    Vice President, Enterprise Data, Ai & Analytics
    Mobile Phone
  • Senior Vice President at eMoney Advisor
    R. R.
    Senior Vice President
    Mobile Phone
  • Director Of Demand Generation at eMoney Advisor
    T. G.
    Director Of Demand Generation
    Mobile Phone
  • Director, Billing And Order Operations at eMoney Advisor
    J. K.
    Director, Billing And Order Operations
    Mobile Phone

eMoney Advisor Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Analytics
  • Support
  • Sales
  • Customer Success
  • Other
  • Banking
  • Finance
  • Quality Assurance

Contact profiles from eMoney Advisor

Name
Title
Contact
Location
Last Update
  • Director Of Quality Assurance at eMoney Advisor
    L. H.
    Director Of Quality Assurance
    Mobile Phone
    Sep 03, 2026
  • Director at eMoney Advisor
    H. T.
    Director
    Mobile Phone
    Oct 23, 2024
  • Director Of Marketing at eMoney Advisor
    J. E.
    Director Of Marketing
    Mobile Phone
    Oct 16, 2024
  • Director Of Advisor Sales at eMoney Advisor
    S. E.
    Director Of Advisor Sales
    Mobile Phone
    Aug 22, 2026
  • Advisory Program Manager at eMoney Advisor
    T. K.
    Advisory Program Manager
    Mobile Phone
    Jun 28, 2026
  • Digital Marketing Manager at eMoney Advisor
    A. T.
    Digital Marketing Manager
    Mobile Phone
    Aug 28, 2026
  • Manager Of Design at eMoney Advisor
    A. B.
    Manager Of Design
    Mobile Phone
    Jun 28, 2026
  • Manager, Training at eMoney Advisor
    M. M.
    Manager, Training
    Mobile Phone
    Aug 21, 2026
  • Senior Enterprise Sales Manager at eMoney Advisor
    J. H.
    Senior Enterprise Sales Manager
    Mobile Phone
    Aug 19, 2026
  • Associate Inside Sales Manager at eMoney Advisor
    S. C.
    Associate Inside Sales Manager
    Mobile Phone
    Jun 28, 2026

Frequently Asked Questions

What is eMoney Advisor known for?

Minus sign iconPlus sign iconeMoney Advisor was founded in 2000 and operates in the Financial Services industry. You can contact eMoney Advisor's main corporate office by phone at
+1-888-362-****
. Explore eMoney Advisor's company overview page for more information.

What is eMoney Advisor's most common email format?

Minus sign iconPlus sign iconeMoney Advisor employees' email format typically follows the pattern of FirstL@emoneyadvisor.com. Trying to find reliable and up-to-date employee contact data? Find more eMoney Advisor email formats with LeadIQ.

How many employees does eMoney Advisor have currently?

Minus sign iconPlus sign iconeMoney Advisor has approximately 616 employees as of August 2026. These team members are located across 6 continents, including North America, Asia and Europe.

Who are eMoney Advisor's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, eMoney Advisor's key employees include:

  • Chief Marketing Officer: R. E.
  • Vice President Of Financial Planning: A. M.
  • Head Of Product Marketing: T. H.
  • Director Of Operations, Chief Compliance Officer: J. M.
  • Vice President, Enterprise Data, Ai & Analytics: B. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.