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Visit WebsiteAbaris Financial Group Where Life Planning, Behavioral Finance, and Data-based Wealth Management Meet
Abaris Financial Group
Abbey Henderson
CEO and Founder
eMoney
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
Adviser Investments Drives 1,000% Planning Growth Among Clients with eMoney
Adviser Investments
Dan Silver
President and CEO
Archer Investment Management An Interactive Financial Approach to Gaining Clients for Life
Archer Investment Management
Nina O’Neal
Partner and Investment Advisor
Bell Bank Grows 75% of New Assets on Their Trust Platform with Financial Planning
Bell Bank
Becky Walen
SVP/Senior Wealth Management Advisor
Growing AUM by 500% with eMoney
Beratung Advisors
Greg Furer
Chief Executive Officer
BerganKDV Leverages eMoney to Grow, Scale, and Increase Client Satisfaction
BerganKDV
Matt Cosgriff
Wealth Advisor
Meeting the Varied Financial Needs of Millennial Clients with eMoney
Beyond Your Hammock
Eric Roberge
Founder
Brandywine Oak Private Wealth Answering the 'What Ifs' to Secure Client Confidence with eMoney
Brandywine Oak Private Wealth
Michael Henley
Founder and CEO
Brunch & Budget Drives Revenue by Serving NextGen Clients with eMoney
Brunch & Budget
Pamela Capalad
Founder
CAPTRUST Grows Wealth Management AUM by 45% and Retains 99% of Clients with eMoney
CAPTRUST
Nick DeCenso
Manager, Wealth Solutions
How Expanding from Tax Planning to Holistic Planning Led to 3,000% Growth
Carey & Hanna Tax & Wealth Planners
Davin Carey
Senior Wealth Advisor
Improving Efficiency with eMoney Data Entry Service
Croom Financial
San Diegobased
Owner
DVI Develops a Personalized & Interactive Client Experience by Leveraging eMoney’s Client Portal
David Vaughan Investments
Jeff Huizenga
Relationship Manager
EP Wealth Advisors A Plan to Grow AUM to $20B by 2022 with eMoney
EP Wealth Advisors
Erin Voisin
CFP and Director of Financial Planning
Why Technology Gives a Mid-Sized Firm a BIG Advantage
Founders Financial Securities
Bradley M. Shepherd
President
eMoney Opens New Markets for Fast Growing Advisor
Heron Wealth
David Edwards
President
Simplifynance FlexGen Advisors Engage Next-gen Prospects with eMoney
Horizon Financial Group
Rachel Stewart
Younger Advisor
intellicents Growing Wealth Management AUM with eMoney
intellicents
Brad Arends
Co-Founder and Chief Executive Officer
Korhorn Financial Group Creates a Fully Integrated Experience with eMoney
Korhorn Financial Group
Summer Hathaway
Wealth Management Office Manager
Lake Avenue Financial Achieves 3X Growth & Stronger Client Relationships Using eMoney
Lake Avenue Financial
Alex Chalekian
Founder
Life Planning Partners Elevates the Client Experience with eMoney
Life Planning Partners
Carrie Jones
Certified Financial Planner
MAI Capital Management Promoting Growth with a Consistent and Scalable Planning Experience
MAI Capital Management
Jim Smith
Managing Director
Increasing Productivity with eMoney Data Entry Service
Midtown Financial Group
Grace Yung
Founder
Simplifying Planning and Streamlining the Process with eMoney
MRK Financial Solutions
Alex Mayrand
CFP
New Vision CPA Creates Opportunities and Strengthens Client Relationships with eMoney
New Vision CPA Group
Jody Padar
CEO
Building a $1.1B Financial Services Firm by Meeting Investors’ Varied Needs
oXYGen Financial
Kile Lewis
Founder
Silicon Hills Wealth Increases AUM by 35% Annually by Integrating eMoney as the Backbone of the Client Experience
Silicon Hills Wealth Management
James Werner
CFP
Simonet Financial Group Increases Value and Revenue with eMoney
Simonet Financial Group
Bill Simonet
Managing Principal
Sullivan Bruyette Speros & Blayney Improves Efficiency with eMoney
Sullivan Bruyette Speros & Blayney
Martine Lellis
Chief Operating Officer
Winthrop Wealth Management Drives $1.1B in AUM Growth with eMoney
Winthrop Wealth Management
Earl Winthrop
Founder
Wymer Brownlee Wealth Strategies Helping Clients Think Bigger and Live with Purpose
Wymer Brownlee
Kyle Brownlee
CEO and Senior Wealth Advisor
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