Case Study: Founders Financial Securities achieves an enterprise-wide competitive advantage with eMoney

Why Technology Gives a Mid-Sized Firm a BIG Advantage

Founders Financial Securities, a mid-sized FINRA broker‑dealer and SEC RIA headquartered in Towson, MD (75 advisors, $2 billion AUM), faced rising client and advisor expectations for digital tools and needed a single, enterprise‑wide technology strategy to deliver better client experience, client management, compliance, research/marketing and a values‑based operating model. After vetting options, Founders selected eMoney as the core wealth‑planning and advisor platform to build an integrated technology suite that would support their Partner‑centric philosophy.

eMoney was implemented as the unified solution that addressed Founders’ five universal needs, enabling enterprise‑wide adoption, collective buying power and a new “Interdependent Broker Dealer Model.” The eMoney platform helped standardize workflows, improve advisor productivity and engagement, and empower Partners—giving Founders the competitive “David” advantage to out‑compete larger firms while supporting its 75 advisors and $2B in AUM.

Founders Financial Securities

Bradley M. Shepherd

President