eMoney Advisor emoneyadvisor.com


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eMoney Advisor is wealth-planning system for financial advisors that offers superior transparency, accessibility, security and organization for everything that affects their clients' financial lives.

eMoney Advisor is wealth-planning system for financial advisors that offers superior transparency, accessibility, security and organization for everything that affects their clients' financial lives.

Company (Acquired)

Phone: 888-362-4612

Fax:

1001 E. Hector Street

Conshohocken, 19428
Pennsylvania, United States

Latest News

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Total Funding Date of Last Funding
eMoney Advisor $0M Feb 2, 2015
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Web Traffic

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Engagement (PVPU)

Show (+1%)

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SEO Statistics

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Web Traffic Statistics - Growth

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Competitors

Company Status Description Investors

Envestnet

Chicago, Illinois, United States
IPO / Went publicEnvestnet (NYSE: ENV) provides integrated wealth management software and services to financial advisors. Envestnet Wealth Solutions enables enterprises and advisors to better manage client outcomes and strengthen their practices through its Wealth Management Operating System and advanced portfolio solutions. Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for registered independent advisers (“RIAs”). Envestnet | MoneyGuide provid...Show allLogin to see details

Riskalyze

Auburn, California, United States
Alive / ActiveRiskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations, and quantify suitability. Riskalyze provides its technology to licensed investment advisors in the United States, who use it to capture risk tolerance and quantify suitability for their clients.Login to see details
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Patents

Title Application Date Patent Date Status
(Patent / Application)