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

Building a $1.1B Financial Services Firm by Meeting Investors’ Varied Needs

oXYGen Financial, founded by Ted Jenkin and Kile Lewis, set out to serve underserved Gen X and Y investors with a digitally driven advisory model that offers 24/7 access and automated advice. To deliver that experience at scale and avoid capacity constraints, the firm adopted eMoney’s financial planning technology and Client Portal to engage clients, aggregate accounts, and streamline data collection.

Using eMoney’s platform—automated account aggregation, interactive planning tools, secure document Vault and mobile Client Portal—oXYGen built a scalable “Private CFO” process that supports more than 1,400 households. The eMoney-powered approach helped grow assets under advisement to $1.1 billion in under a decade, achieved 90% client adoption of the portal and sustained a 99.9% client retention rate.

oXYGen Financial

Kile Lewis

Founder