eMoney Advisor LLC

  • Financial Services
  • Radnor PA
  • 714 employees
  • Financial Services
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Company Overview

Headquarters
100 Matsonford Road 4 Radnor Coporate Center Suite 220, Radnor PA
Website
emoneyadvisor.com
Phone
(610) 684-1100
Employees
714
Founded in
2000
Industry
Financial Services
NAICS Code
NAICS Code 518 Companies
NAICS Code 523930 Companies
NAICS Code 51821 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 518210 Companies
NAICS Code 513 Companies
NAICS Code 52393 Companies
NAICS Code 5182 Companies
NAICS Code 51 Companies
SIC Code
SIC Code 738 Companies
SIC Code 73 Companies
SIC Code 737 Companies
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Financials & Stats

Revenue

$95B

Web Visits

50,000-100,000

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Who is eMoney Advisor LLC

eMoney Advisor LLC is a technology company headquartered in Wayne, Pennsylvania. Employing approximately 568 individuals, the company has generated over $500 million in annual revenue. eMoney Advisor offers technology solutions and services focused on facilitating conversations about financial planning. Their platform is designed to empower financial professionals to strengthen client relationships, optimize business operations, and enhance business development. The eMoney platform boasts a wide reach, serving over 5.8 million households across the United States through more than 106,000 financial professionals representing various firm sizes. eMoney Advisor distinguishes itself by providing comprehensive financial planning solutions that integrate seamlessly with existing workflows. Their technology streamlines the financial planning process, enabling advisors to provide more personalized and effective services to their clients. Interested parties can learn more about eMoney Advisor and their solutions by visiting their website at www.emoneyadvisor.com.

Company Leadership

Susan McKenna

Chief Executive Officer

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Jeff Goldberg

VP Of Operations

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Wayne Heilala

Director of Product Management

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Tom Steinberger

VP of Sales Operations

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Simon Welch

Director of Software Development

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eMoney Advisor LLC Industry Tags

Wealth management
financial planning
client management
advisor marketing
Computer Software
financial planning technology
financial technology
SaaS
Fintech
Consumer Finance
Financial Advisory Services
Financial Services
Enterprise Software Network Solutions
Information Technology
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eMoney Advisor LLC Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of eMoney Advisor LLC's headquarters?
The headquarters of eMoney Advisor LLC are situated at 100 Matsonford Road 4 Radnor Coporate Center Suite 220, Radnor PA
What is eMoney Advisor LLC's phone number?
eMoney Advisor LLC's contact number is (610) 684-1100.
What is eMoney Advisor LLC's official website?
The official website of eMoney Advisor LLC can be found at emoneyadvisor.com.
What is eMoney Advisor LLC's current revenue?
As of December 2023, eMoney Advisor LLC's annual revenue reached $95B.
How many employees does eMoney Advisor LLC currently have?
eMoney Advisor LLC employs approximately 714+ people as of December 2023
Which industries is eMoney Advisor LLC primarily operating in?
eMoney Advisor LLC operates in the following industries: Finance, Credit
Who is the Chief Executive Officer of eMoney Advisor LLC?
eMoney Advisor LLC's Chief Executive Officer is Susan McKenna
What are eMoney Advisor LLC's industry tags?
eMoney Advisor LLC's industry tags include: Wealth management, financial planning, client management
When was eMoney Advisor LLC founded?
eMoney Advisor LLC was founded in 2000.

Employee Directory

Key Employees

Ruth Billebault

Executive Assistant To Chief Executive Officer & Chief Financial Officer

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Justin Cadwell

Senior Product Owner

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James Kim

Senior Software Engineer

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Frank Tropiano

Head Of Client Services

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Baba Taiye Renfrow

Client Success Coach

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Alana Harper

Vice President, Project Management

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Bill Smeglin

Operations Support Specialist

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Jack Wu

Senior Software Quality Assurance Analyst

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Joseph Pearson

Product Marketing Manager

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Joe Buhrmann

Advisory Financial Planning Consultant

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