What departments does eMoney Advisor have?

eMoney Advisor has employees across 15 departments including Marketing, Operations, Product Management, Engineering, Analytics.

What is the largest department at eMoney Advisor?

The largest department at eMoney Advisor is Sales with 8 employees.

Where are eMoney Advisor employees located globally?

eMoney Advisor has employees across 6 continents and 14 countries including Nigeria, China, India, Philippines, Indonesia.

How has eMoney Advisor's team size changed over time?

eMoney Advisor's team has decreased from approximately 980 to 579 employees based on available data.

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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.

eMoney Advisor Global Highlights

North America
862

United States Of America
862

Asia
14

Sri Lanka
4
Philippines
3
China
2
Indonesia
2
India
1
Bangladesh
1
Cambodia
1

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
Spain
1

Oceania
4

Australia
3
New Zealand
1

Africa
1

Nigeria
1

South America
1

Chile
1

eMoney Advisor's Leadership

R. E.
Chief Marketing Officer
Mobile Phone
Email
A. M.
Vice President Of Financial Planning
Mobile Phone
Email
T. H.
Head Of Product Marketing
Mobile Phone
Email
J. M.
Director Of Operations, Chief Compliance Officer
Mobile Phone
Email
M. S.
Svp Development, Enterprise Architecture & Data Science
Mobile Phone
Email
B. J. M. P. S.
Vice President, Enterprise Data & Analytics
Mobile Phone
Email
R. R.
Senior Vice President
Mobile Phone
Email
T. G.
Director Of Demand Generation
Mobile Phone
Email

eMoney Advisor Employee Metrics

100%

50%

2026

2025

Engineering
Analytics
Support
Sales
Customer Success
Other
Banking
Finance
Quality Assurance

Contact profiles from eMoney Advisor

Name

Title

Contact Info

Location

Last Update

K. J.
Director Of Fp&a And Procurement
Mobile Phone
Email
May 08, 2026
L. H.
Director Of Quality Assurance
Mobile Phone
Email
Jun 26, 2026
H. T.
Director
Mobile Phone
Email
Oct 23, 2024
J. E.
Director Of Marketing
Mobile Phone
Email
Oct 16, 2024
S. E.
Director Of Advisor Sales
Mobile Phone
Email
Jun 10, 2026
T. K.
Advisory Program Manager
Mobile Phone
Email
Jun 28, 2026
A. T.
Digital Marketing Manager
Mobile Phone
Email
Jul 28, 2026
A. B.
Manager Of Design
Mobile Phone
Email
Jun 28, 2026
M. M.
Manager, Training
Mobile Phone
Email
Jul 17, 2026
J. H.
Senior Enterprise Sales Manager
Mobile Phone
Email
Jul 15, 2026

Frequently Asked Questions

What is eMoney Advisor known for?

eMoney Advisor was founded in 2000 operates in the Financial Services industry; you can contact the 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?

eMoney Advisor employees' email format typically follows the pattern of . 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?

eMoney Advisor has approximately 620 employees as of July 2026. These team members are located across 6 continents, including North AmericaAsiaEurope.

Who are eMoney Advisor's key employees and leadership?

As of July 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.
Svp Development, Enterprise Architecture & Data Science: M. S.

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eMoney Advisor Employee Directory

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