Companies that use eMoney

Analyzed and validated by Henley Wing Chiu
All โ€บ wealth management โ€บ eMoney

eMoney eMoney provides financial planning software that helps advisors and financial professionals strengthen client relationships through comprehensive planning tools. The platform centralizes client financial information, enables interactive what-if scenarios, and streamlines operations for firms serving households across the United States.

โฑ๏ธ Data is delayed by 1 month. To show real-time data, sign up for a free trial or login
Company Domain Employees Industry Region YoY Headcount Growth Usage Start Date
San Tan Financial 2โ€“10 N/A N/A N/A 2025-11-15
American Trust Retirement 201โ€“500 Financial Services US +61.7% 2025-11-13
Intelliplan Financial 2โ€“10 Financial Services US 0% 2025-11-11
AGS Aurora Financial Services, LLC. 11โ€“50 Financial Services US N/A 2025-11-10
Financial Planning Hawaii 2โ€“10 Financial Services US -33.3% 2025-11-08
The Pension Group 2โ€“10 Financial Services US +8.3% 2025-11-07
Channel Wealth 2โ€“10 Financial Services US -7.1% 2025-11-02
Avalon Wealth Advisory 11โ€“50 Financial Services US +5.9% 2025-10-30
GW&K Investment Management 51โ€“200 Financial Services US +3.3% 2025-10-27
PACIFIC CAPITAL 11โ€“50 Financial Services US +18.6% 2025-10-25
Vital Retirement Planners 2โ€“10 Financial Services US +16.7% 2025-10-21
Urban Financial Advisory Corporation 2โ€“10 Investment Management US +27.3% 2025-10-21
Sovereign Financial Group 2โ€“10 N/A N/A N/A 2025-10-21
International Asset Management 2โ€“10 Financial Services US 0% 2025-10-17
Transcend Wealth 2โ€“10 Financial Services US N/A 2025-10-11
MIO Partners, Inc. 201โ€“500 Investment Management US +11.3% 2025-10-08
Clean Yield Asset Management 2โ€“10 Financial Services US -18.2% 2025-10-07
FJ Shaw Private Wealth 1 employee Financial Services US 0% 2025-10-04
Simplified Wealth Management 11โ€“50 Financial Services N/A +6.7% 2025-09-27
Silicon Beach Wealth Management 2โ€“10 Financial Services US -33.3% 2025-09-27
Showing 1-20 of 1,605

Market Insights

๐Ÿ”— Related Tools

Addepar View โ†’
Advyzon View โ†’
Black Diamond View โ†’
Envestnet Tamarac View โ†’

๐Ÿ“ Company Size Distribution

2-10 employees 903 (57%)
11-50 employees 456 (29%)
51-200 employees 119 (7%)
1 employee employees 47 (3%)
201-500 employees 37 (2%)

๐Ÿข Top Industries

Financial Services 1099 (80%)
Investment Management 261 (19%)
Business Consulting and Services 2 (0%)
Accounting 1 (0%)
Advertising Services 1 (0%)

๐Ÿ—บ๏ธ Geographic Distribution

๐Ÿ‡บ๐Ÿ‡ธ United States 1275 (98%)
AU 10 (1%)
๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom 5 (0%)
๐Ÿ‡จ๐Ÿ‡ฆ Canada 3 (0%)
HK 3 (0%)

Loading data...