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.
Showing 54 eMoney Customer Success Stories
Abacus Wealth Partners
Abaris Financial Group
Abbey Henderson
CEO and Founder
Adviser Investments
Dan Silver
President and CEO
Archer Investment Management
Nina O’Neal
Partner and Investment Advisor
Bell Bank
Becky Walen
SVP/Senior Wealth Management Advisor
Beratung Advisors
Greg Furer
Chief Executive Officer
Beratung Advisors
BerganKDV
Matt Cosgriff
Wealth Advisor
Beyond Your Hammock
Beyond Your Hammock
Eric Roberge
Founder
Brandywine Oak Private Wealth
Michael Henley
Founder and CEO
Brunch & Budget
Pamela Capalad
Founder
CAPTRUST
Nick DeCenso
Manager, Wealth Solutions
Carey & Hanna Tax & Wealth Planners
Davin Carey
Senior Wealth Advisor
Carey & Hanna Tax & Wealth Planners
Creative Capital Wealth Management Group (ccwmg)
Croom Financial
Croom Financial
San Diegobased
Owner
CURO Financial and Insurance Solutions
David Vaughan Investments
Jeff Huizenga
Relationship Manager
DVB Financial, LLC
EP Wealth Advisors
EP Wealth Advisors
Erin Voisin
CFP and Director of Financial Planning
Founders Financial Securities
Bradley M. Shepherd
President
Heron Wealth
David Edwards
President
Horizon Advisers
Horizon Financial Group
Rachel Stewart
Younger Advisor
Horizon Financial Group
intellicents
Brad Arends
Co-Founder and Chief Executive Officer
Jason Howell Company
Korhorn Financial Group
Summer Hathaway
Wealth Management Office Manager
Lake Avenue Financial
Alex Chalekian
Founder
Life Planning Partners
Carrie Jones
Certified Financial Planner
MAI Capital Management
Jim Smith
Managing Director
Midtown Financial Group
Grace Yung
Founder
Midtown Financial Group
MRK Financial Solutions
MRK Financial Solutions
Alex Mayrand
CFP
New Vision CPA Group
Jody Padar
CEO
NWF Advisory Group
oXYGen Financial
Kile Lewis
Founder
R&R Wealth Management
Range Financial Group
Rooted Planning Group
Silicon Hills Wealth Management
James Werner
CFP
Simonet Financial Group
Bill Simonet
Managing Principal
SouthState Wealth
Sovereign Financial Group
Sullivan Bruyette Speros & Blayney
Martine Lellis
Chief Operating Officer
Third Eye Associates
Waverly Advisors
Winthrop Wealth Management
Winthrop Wealth Management
Earl Winthrop
Founder
Wymer Brownlee
Kyle Brownlee
CEO and Senior Wealth Advisor
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