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Celebrate with us at the 2025 eMoney Summit

25 Years of Innovation!

For 25 years, eMoney has delivered the industry’s leading full-spectrum planning solutions. Now trusted by over 109,000 financial professionals, watch our story to see how a commitment to continuous innovation has shaped our history, and how we continue to set the course for the next era of financial planning.

Reflect on Our History

Shaping the Future of Financial Planning

Revisit significant milestones that tell the story of our product evolution and company growth.

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Press Release

eMoney Advisor Celebrates 25 Years of Financial Planning Innovation

Founded by advisors for advisors, eMoney has evolved for a quarter of a century to deliver best-in-class financial planning solutions that allow advisors to make a meaningful impact on their clients’ financial lives.

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Podcast

Balancing Empathy and Technology in Financial Planning with Patti Brennan

Top planner and long-time eMoney user Patti Brennan talks about career longevity, industry changes, and what has helped her stand out in an era of rapid technological evolution.

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eMoney Yearbook Interviews

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