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

Silicon Hills Wealth Increases AUM by 35% Annually by Integrating eMoney as the Backbone of the Client Experience

Silicon Hills Wealth Management is an Austin-based RIA serving Baby Boomers and families in transition that struggled with disjointed planning tools and inefficient workflows. The firm needed a single, collaborative platform to keep plans current, engage clients, and consolidate account data—so they selected eMoney (including its account aggregation, cash-flow planning, Client Portal and Vault features) to replace fragmented systems.

eMoney became the backbone of their client experience, enabling modular, interactive planning, real-time account aggregation, and secure document sharing via the Vault. As a result, Silicon Hills Wealth Management increased client retention from ~80% to over 95%, raised client share of wallet from roughly 30% to over 75%, and grew AUM by about $130M (to ~$192.5M) with sustained annual growth rates in the mid-30s.

Silicon Hills Wealth Management

James Werner

CFP