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One Solution, So Many Possibilities

No matter where you are in your career or where your clients are in their financial journeys, our full spectrum financial planning solutions make anything possible.


Over two decades of making an impact

  • Mission: Helping People Talk About Money
  • Vision: Financial Peace of Mind for All

For over 20 years, we’ve worked with thousands of financial professionals to create products and services that make a difference. We listen, research, and test to ensure we deliver continuous enhancements to our core products while exploring new features and services to keep pace with the evolving planning landscape. 

By the numbers

We Serve


Financial Professionals



Client Sites

Advisors Managing


in aggregated assets use our software






of clients rating service as good or awesome

Industry recognition

Our commitment to helping people talk about money, our unparalleled client service and support, and our culture of innovation empower eMoney and our team members to consistently receive industry recognition. 

Wealth Management Industry Award Logo
Investment News Innovation Awards Logo
The Stevie Awards for Sales & Customer Service Logo
Fintech Breakthrough Award Logo
The Stevie Awards for Great Employers Logo

Who we are

With a passion for excellence and a commitment to helping people talk about money, our team works collaboratively to deliver exceptional results for our clients. We bring a wealth of knowledge and innovative thinking to every project, allowing us to understand and solve our clients’ unique challenges.  

Careers at eMoney Our Leadership Team
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University Program

Planning for the future

Through our University Program, we partner with more than 100 financial planning programs at colleges across the country, offering the next generation of advisors access to our planning software and the opportunity to build proficiency and earn certifications. We are also a proud partner of the Foundation for Financial Planning, an organization committed to helping people in need improve their financial lives by expanding access to pro bono financial planning. 

See what’s possible with eMoney

Are you in need of a solution that enables the deep analysis and comprehensive planning functionality you need to serve the complex needs of your current and future clients?

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