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

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  • United States Of America
    831

Asia
10

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  • Sri Lanka
    2
  • India
    2
  • China
    2
  • Philippines
    1
  • Indonesia
    1
  • Bangladesh
    1
  • Cambodia
    1

Europe
4

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  • United Kingdom Of Great Britain And Northern Ireland
    3
  • Spain
    1

Africa
2

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  • Rwanda
    1
  • Nigeria
    1

Oceania
2

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  • Australia
    1
  • New Zealand
    1

South America
1

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  • Chile
    1

eMoney Advisor's Leadership

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

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
  • Senior Cybersecurity Engineer at eMoney Advisor
    G. N.
    Senior Cybersecurity Engineer
    Oct 17, 2024
  • Senior Technical Talent Strategist at eMoney Advisor
    M. D.
    Senior Technical Talent Strategist
    Oct 23, 2024
  • Senior Ui Ux Designer at eMoney Advisor
    R. F.
    Senior Ui Ux Designer
    Oct 23, 2024
  • Talent Strategist at eMoney Advisor
    M. C.
    Talent Strategist
    Sep 26, 2025
  • Regional Account Executive at eMoney Advisor
    J. D.
    Regional Account Executive
    Aug 14, 2026
  • Success Coach at eMoney Advisor
    A. A.
    Success Coach
    Jul 31, 2026
  • Data & Analytics Intern at eMoney Advisor
    J. H.
    Data & Analytics Intern
    Jun 24, 2026
  • Enterprise Solutions at eMoney Advisor
    B. M.
    Enterprise Solutions
    Sep 04, 2026
  • Technical Support Engineer at eMoney Advisor
    R. A.
    Technical Support Engineer
    Apr 10, 2026
  • Advisory Information Security Engineer at eMoney Advisor
    S. T.
    Advisory Information Security Engineer
    Apr 10, 2026

Frequently Asked Questions

What is eMoney Advisor known for?

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eMoney Advisor was founded in 2000 and operates in the Financial Services industry. You can contact eMoney Advisor's main corporate office by phone at . Explore eMoney Advisor's company overview page for more information.

What is eMoney Advisor's most common email format?

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eMoney 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?

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eMoney 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?

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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.

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