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.
Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.
Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns.
Transform how you track and manage your financial life with Personal Capital.
SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate the SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.