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eMoney Advisor, LLC.

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67 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
#1 in 1 categories
Grid® leader
Serving customers since
2000

Profile Name

Star Rating

59
4
3
0
1

eMoney Advisor, LLC. Reviews

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Profile Name
Star Rating
59
4
3
0
1
Verified User in Financial Services
UF
Verified User in Financial Services
04/25/2025
Validated Reviewer
Verified Current User
Review source: Organic

E Money Review

The support and chat features are super helpful.
T A.
TA
T A.
04/25/2025
Validated Reviewer
Review source: Organic

eMoney is the best, baby.

Intuitive & illustrative. Provides peace of mind and clarity.
MC
Michael C.
04/25/2025
Validated Reviewer
Verified Current User
Review source: Organic

Emoney has been a game changer in our firm!

One of my favorite features in eMoney is the interactive Facts tab. It allows us to keep track of both the accounts we manage and those we don’t, giving us a more complete view of our client's financial picture. It’s a great tool for keeping everything organized and up to date as we continue planning.

About

Contact

HQ Location:
Radnor, PA

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@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