Companies that use eMoney

Analyzed and validated by Henley Wing Chiu
All wealth management eMoney

eMoney We detected 1,614 customers using eMoney and 8 companies that churned or ended their trial. The most common industry is Financial Services (81%) and the most common company size is 2-10 employees (56%). Our methodology involves discovering URLs with known URL patterns through web crawling, certificate transparency logs, or modifications to subprocessor lists.

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Company Domain Employees Industry Region YoY Headcount Growth Usage Start Date
Visible Wealth Planning 2–10 Financial Services US +25% 2025-12-10
Credent Wealth Management 51–200 Financial Services US +37% 2025-11-30
Wall Street Access 51–200 Financial Services US +2.5% 2025-11-25
Strategic Advisory Partners 2–10 Financial Services US +57.1% 2025-11-20
Networth Advisors 11–50 Financial Services US 0% 2025-11-20
Legacy Private Trust Company 11–50 Investment Management US N/A 2025-11-19
San Tan Financial 2–10 N/A N/A N/A 2025-11-15
American Trust Retirement 201–500 Financial Services US +61.7% 2025-11-13
Intelliplan Financial 2–10 Financial Services US 0% 2025-11-11
AGS Aurora Financial Services, LLC. 11–50 Financial Services US N/A 2025-11-10
Financial Planning Hawaii 2–10 Financial Services US -33.3% 2025-11-08
The Pension Group 2–10 Financial Services US +8.3% 2025-11-07
Channel Wealth 2–10 Financial Services US -7.1% 2025-11-02
Avalon Wealth Advisory 11–50 Financial Services US +5.9% 2025-10-30
GW&K Investment Management 51–200 Financial Services US +3.3% 2025-10-27
PACIFIC CAPITAL 11–50 Financial Services US +18.6% 2025-10-25
Vital Retirement Planners 2–10 Financial Services US +16.7% 2025-10-21
Urban Financial Advisory Corporation 2–10 Investment Management US +27.3% 2025-10-21
Sovereign Financial Group 2–10 N/A N/A N/A 2025-10-21
International Asset Management 2–10 Financial Services US 0% 2025-10-17
Showing 1-20 of 1,614

Market Insights

🏢 Top Industries

Financial Services 1117 (81%)
Investment Management 260 (19%)
Business Consulting and Services 2 (0%)
Accounting 1 (0%)
Advertising Services 1 (0%)

📏 Company Size Distribution

2-10 employees 910 (56%)
11-50 employees 455 (28%)
51-200 employees 124 (8%)
1 employee employees 47 (3%)
201-500 employees 39 (2%)

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