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eMoney Advisor, LLC.

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4.7 out of 5 stars
68 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
Serving customers since
2000

Profile Name

Star Rating

59
5
3
0
1

eMoney Advisor, LLC. Reviews

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Profile Name
Star Rating
59
5
3
0
1
Verified User in Financial Services
UF
Verified User in Financial Services
08/14/2025
Validated Reviewer
Verified Current User
Review source: Organic

EMoney is an industry best tool

|eMoney
Emoney is an industry best financial planning tool and an integral part of any financial planning or advisory firm. It does a great job of helping client engage in the process and gain more clarity on their situation
KL
Kevin L.
08/14/2025
Validated Reviewer
Verified Current User
Review source: Organic

eMoney Review

|eMoney
I like that it is extremely easy to navigate and present with clients. The implementation into our business has been seamless and integrates with other software that we use like Black Diamond. We use this with every client and it adds a huge value to what we do as advisors to be able to change different assumptions and allow clients to look at their plan from a holistic point of view.
Doug C.
DC
Doug C.
04/26/2025
Validated Reviewer
Verified Current User
Review source: Organic

eMoney provides great comfort to both client and advisor.

|eMoney
Confident in the outcomes and the ability to be flexible in the planning scenarios.

About

Contact

HQ Location:
Radnor, PA

Social

@eMoneyAdvisor

What is eMoney Advisor, LLC.?

eMoney Advisor, LLC is a financial technology company that provides comprehensive wealth management solutions through its innovative platform. Designed for financial advisors and institutions, eMoney’s software facilitates financial planning, client engagement, and portfolio management. The platform offers tools for cash flow analysis, retirement planning, and asset allocation, empowering advisors to deliver personalized financial strategies to their clients. With a focus on enhancing client communication and streamlining financial processes, eMoney Advisor aims to improve the overall client experience in the financial advisory industry. For more information, visit their website at https://emoneyadvisor.com/.

Details

Year Founded
2000