Case Study: Winthrop Wealth Management achieves $1.1B in organic AUM growth with eMoney

Winthrop Wealth Management Drives $1.1B in AUM Growth with eMoney

Winthrop Wealth Management, a multi-generational Boston RIA founded in 1985, faced the challenge of creating continuity as leadership passed to the next generation while scaling a planning-centric, fee-only practice. To reach next‑gen clients and reduce key‑person risk, the firm re-evaluated its technology stack and selected eMoney as its core wealth planning platform to standardize and modernize client delivery.

Winthrop deployed a configurable instance of eMoney—using the Client Portal, Decision Center, Goal Planner and mobile tools—paired with documented playbooks to create a repeatable onboarding and planning process. With eMoney, the firm enabled real‑time collaborative advice, boosted referrals and preserved client relationships, helping drive entirely organic growth to $1.1 billion in AUM and maintain a roughly 99% client retention rate (with more than 90% of clients expected to remain after founder retirement).

Winthrop Wealth Management

Earl Winthrop

Founder