eMoney B2B Case Studies & Customer Successes

eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout.

Case Studies

Showing 31 eMoney Customer Success Stories

Abaris Financial Group achieves new-client growth and 100% client retention with eMoney

Abaris Financial Group

Abbey Henderson

CEO and Founder

Adviser Investments achieves 1,000% planning growth among clients with eMoney

Adviser Investments

Dan Silver

President and CEO

Archer Investment Management achieves lasting client relationships and faster personalized planning with eMoney

Archer Investment Management

Nina O’Neal

Partner and Investment Advisor

Bell Bank achieves 3x financial plans and rapid AUM growth with eMoney

Bell Bank

Becky Walen

SVP/Senior Wealth Management Advisor

Beratung Advisors achieves 500% AUM growth with eMoney

Beratung Advisors

Greg Furer

Chief Executive Officer

BerganKDV achieves growth, scalability, and higher client satisfaction with eMoney

BerganKDV

Matt Cosgriff

Wealth Advisor

Beyond Your Hammock achieves a 121% increase in recurring revenue with eMoney

Beyond Your Hammock

Eric Roberge

Founder

Brandywine Oak Private Wealth achieves client confidence and enhanced financial planning with eMoney

Brandywine Oak Private Wealth

Michael Henley

Founder and CEO

Brunch & Budget achieves revenue growth by serving next-gen clients with eMoney

Brunch & Budget

Pamela Capalad

Founder

CAPTRUST achieves 45% wealth management AUM growth and 99% client retention with eMoney

CAPTRUST

Nick DeCenso

Manager, Wealth Solutions

Carey & Hanna Tax & Wealth Planners achieves 3,000% growth by expanding to holistic planning with eMoney

Carey & Hanna Tax & Wealth Planners

Davin Carey

Senior Wealth Advisor

Croom Financial achieves greater efficiency and faster client data updates with eMoney Data Entry Services

Croom Financial

San Diegobased

Owner

David Vaughan Investments achieves a personalized, interactive client experience and 130% increase in portal engagement with eMoney

David Vaughan Investments

Jeff Huizenga

Relationship Manager

EP Wealth Advisors achieves $100M AUM growth and boosts client engagement with eMoney

EP Wealth Advisors

Erin Voisin

CFP and Director of Financial Planning

Founders Financial Securities achieves an enterprise-wide competitive advantage with eMoney

Founders Financial Securities

Bradley M. Shepherd

President

Heron Wealth achieves rapid AUM growth and scalable operations with eMoney

Heron Wealth

David Edwards

President

Horizon Financial Group attracts and onboards next‑gen clients with eMoney

Horizon Financial Group

Rachel Stewart

Younger Advisor

intellicents grows wealth-management AUM and wins 401(k) RFPs with eMoney

intellicents

Brad Arends

Co-Founder and Chief Executive Officer

Korhorn Financial Group achieves fully integrated, real-time financial planning with eMoney

Korhorn Financial Group

Summer Hathaway

Wealth Management Office Manager

Lake Avenue Financial achieves 3X growth and stronger client relationships with eMoney

Lake Avenue Financial

Alex Chalekian

Founder

Life Planning Partners achieves 25% faster onboarding and an elevated client experience with eMoney

Life Planning Partners

Carrie Jones

Certified Financial Planner

MAI Capital Management achieves consistent, scalable planning and accelerated growth with eMoney

MAI Capital Management

Jim Smith

Managing Director

Midtown Financial Group achieves up to 94% reduction in data entry costs and boosts productivity with eMoney Data Entry Service

Midtown Financial Group

Grace Yung

Founder

MRK Financial Solutions achieves simplified, tech-savvy financial planning with eMoney

MRK Financial Solutions

Alex Mayrand

CFP

New Vision CPA Group achieves holistic financial planning and stronger client relationships with eMoney

New Vision CPA Group

Jody Padar

CEO

oXYGen Financial achieves $1.1B in assets under advisement and 99.9% client retention with eMoney

oXYGen Financial

Kile Lewis

Founder

Silicon Hills Wealth Management achieves 35% annual AUM growth and 95% client retention with eMoney

Silicon Hills Wealth Management

James Werner

CFP

Simonet Financial Group achieves higher fees and stronger client engagement with eMoney

Simonet Financial Group

Bill Simonet

Managing Principal

Sullivan Bruyette Speros & Blayney achieves streamlined financial planning and increased efficiency with eMoney

Sullivan Bruyette Speros & Blayney

Martine Lellis

Chief Operating Officer

Winthrop Wealth Management achieves $1.1B in organic AUM growth with eMoney

Winthrop Wealth Management

Earl Winthrop

Founder

Wymer Brownlee Wealth Strategies achieves greater client engagement and holistic, purpose-driven financial planning with eMoney

Wymer Brownlee

Kyle Brownlee

CEO and Senior Wealth Advisor

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