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

Brunch & Budget Drives Revenue by Serving NextGen Clients with eMoney

Brunch & Budget, a fee-only RIA in Brooklyn founded by Pamela Capalad, helps next‑gen clients who are reluctant to talk about money by offering informal, collaborative planning and a sliding‑scale fee model. To reach and engage these financially wary clients, Brunch & Budget adopted eMoney’s wealth management platform (including the eMoney Client Portal and Decision Center) to support tech‑driven cash‑flow analysis, account linking, and transparent collaboration.

Using eMoney’s interactive Client Portal, Decision Center and Vault, Brunch & Budget delivers streamlined onboarding, multi‑year cash‑flow projections, on‑demand scenarios and virtual collaboration—allowing clients to link accounts, categorize expenses and work with advisors remotely. The eMoney solution helped the firm scale its virtual service model, boost client engagement and increase revenue by 120% in 2017, enabling Brunch & Budget to serve more underserved clients with an affordable, tech-enabled approach.

Brunch & Budget

Pamela Capalad

Founder