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.
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.
Celebrating 25 Years of Financial Planning with Matt Schulte
As eMoney celebrates 25 years, so does our Head of Financial Planning Matt Schulte. He reflects on our technology evolution over the years, how we have impacted the financial planning industry, and some of his favorite memories.
