Companies that use eMoney

Source: Analysis of 100 job postings that mention eMoney

My analysis shows that Directors of Financial Planning (27%) and Financial Advisors (21%) dominate the hiring landscape around eMoney, with compliance and risk management directors making up another 7% combined. The buyers appear to be wealth management executives building or scaling their financial planning capabilities. They're focused on standardizing planning processes, expanding their high-net-worth client base, and positioning comprehensive financial planning as their core value proposition rather than just investment management.

The day-to-day users are financial planners, wealth advisors, and their support teams including paraplanners and client service associates. I noticed they're using eMoney to gather client data, build comprehensive financial plans covering retirement, estate, tax, and cash flow analysis, generate client-facing reports and presentations, and maintain ongoing plan updates. The software appears central to the discovery process and client engagement model across wealth management firms of all sizes.

The pain points revolve around scaling planning operations while maintaining quality. Companies repeatedly mention needing to "increase adoption of financial planning," "create standardized processes and frameworks," and "drive growth and plan penetration." Several postings emphasize building "a profitable planning practice" and gaining "process efficiencies in order to expand an advisor's financial planning footprint." The underlying goal is clear: firms want to transform from transactional investment advisors into comprehensive financial planners who can deepen client relationships and justify fee-based models.

Source: Analysis of tech stacks from 1,632 companies that use eMoney

I noticed that eMoney users are wealth management and financial advisory firms, particularly independent Registered Investment Advisors (RIAs). The extreme correlation with portfolio management systems like Black Diamond, Envestnet Tamarac, Advyzon, and Addepar tells me these companies are managing substantial client assets and need sophisticated financial planning tools. This isn't consumer fintech. These are professional advisory firms serving high-net-worth clients.

The pairing with Black Diamond and Envestnet Tamarac makes perfect sense because these are competing portfolio management platforms that RIAs use for performance reporting and rebalancing. eMoney slots in as the financial planning layer, handling goals-based planning, retirement projections, and client presentations. The Sharefile correlation is particularly telling because advisors need secure document sharing for sensitive financial information like tax returns, estate documents, and account statements. Addepar's presence, though in fewer companies, suggests some firms are managing more complex wealth scenarios like family offices or ultra-high-net-worth clients who need consolidated reporting across multiple entity types.

The full stack reveals these are relationship-driven, service-oriented businesses. The high Zoom Business usage confirms they're doing regular client meetings and financial plan reviews. They're not product-led or marketing-led companies. These firms grow through referrals and demonstrations of expertise, which is why they invest heavily in presentation-quality planning tools like eMoney. They're likely established businesses with recurring revenue from assets under management, not early-stage startups.

Source: Analysis of Linkedin bios of 1,632 companies that use eMoney

I noticed that eMoney's typical customer is a wealth management or financial advisory firm that provides comprehensive financial planning services to individual clients, families, and sometimes small businesses. These companies don't manufacture products or build software. Instead, they sell personalized financial advice, investment management, retirement planning, estate planning, and tax strategy services. They're essentially managing other people's money and helping clients make informed decisions about their financial futures.

These are predominantly mature, established businesses rather than startups. The employee counts typically range from 2-50 people, with some reaching -500. Many mention decades of experience or founding dates going back to the 1980s, 1990s, or early 2000s. They're registered investment advisors (RIAs) with the SEC, indicating they've reached a level of regulatory maturity. The few with funding are private equity backed, not venture-backed, which suggests stability over hypergrowth.