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eMoney Advisor Information

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eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 138,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 7 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.

Website https://emoneyadvisor.com
Revenue $126 million
Employees 632 (580 on RocketReach)
Founded 2000
Address 100 Matsonford Road 4 Radnor Coporate Center, Suite 220, Radnor, Pennsylvania 19087, US
Phone (610) 684-1100
Technologies
Industry Financial Services, Business Services General, E-Commerce, Wealth management, Business Services, Commerce and Shopping, Financial Planning, Client Management, Wealth Management, Advisor Marketing, Computer Software
Web Rank 431676
Web Visits 72700
Keywords Financial Planning Software, Financial Advisor Software, Financial Technology Solutions, Advisor Technology, Wealth Management Technology, Financial Planning Tools, Wealthtech, Crm For Financial Advisors, Investment Management Software, Practice Management Software, Financial Advisor Tools, Online Financial Planning, Client Relationship Management, Portfolio Management Software, Money Management Software, Secure Client Communication, Retirement Planning Software, Client Portal Software, Financial Data Aggregation
Competitors Fidelity Investments, Morningstar, SmartAsset, Facet, Wealthfront, RightCapital, Wealthbox, Schwab Advisor Services, Redtail Technology +34 more (view full list)
SIC SIC Code 738 Companies, SIC Code 737 Companies, SIC Code 73 Companies
NAICS NAICS Code 518 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 523930 Companies, NAICS Code 52 Companies, NAICS Code 51821 Companies, NAICS Code 518210 Companies, NAICS Code 51 Companies, NAICS Code 5182 Companies, NAICS Code 52393 Companies, NAICS Code 513 Companies

eMoney Advisor Questions

The eMoney Advisor annual revenue was $126 million in 2026.

Susan McKenna is the CEO of eMoney Advisor.

580 people are employed at eMoney Advisor.

eMoney Advisor is based in Radnor, Pennsylvania.

The NAICS codes for eMoney Advisor are [518, 5239, 523, 523930, 52, 51821, 518210, 51, 5182, 52393, 513].

The SIC codes for eMoney Advisor are [738, 737, 73].

Top eMoney Advisor Employees

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