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

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

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

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

StatPro

London, England, United Kingdom
AcquiredStatPro provides portfolio analytics solutions for the investment community. The group's cloud-based platform provides vital analysis of portfolio performance, attribution, risk and compliance. This multi asset-class analytics platform helps StatPro's clients increase assets under management, improve client service, meet tough regulations and reduce costs.Login to see details

Patents

Title Application Date Patent Date Status
(Patent / Application)