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eMoney Advisor
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.
Radnor, Pennsylvania, US
Private
$126M Revenue
https://emoneyadvisor.com
616 Employees
Personal Capital
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.
Redwood City, California, US
Private
$76.1M Revenue
http://www.personalcapital.com
1.8K Employees
Financial Engines
Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and professional investment management and advice. Headquartered in Sunnyvale, CA, Financial Engines was co-founded in 1996 by Nobel Prize-winning economist William F. Sharpe. We currently offer financial help to more than 9.5 million people across over 700 companies (including 146 of the Fortune 500). Our unique approach, combined with powerful online services, dedicated advisors and personal attention, promotes greater financial wellness and helps more Americans to meet their financial goals. For more information, please visit www.financialengines.com. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines does not guarantee future results. *For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/).
Sunnyvale, California, US
Public
$480.5M Revenue
https://financialengines.com
188 Employees
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