eMoney Industry Recognition
eMoney Advisor Receives Three Stevie® Awards for Sales & Customer Service
eMoney Advisor was recognized with three 2025 Stevie® Awards for Sales & Customer Service – celebrating standout achievements across its Client Services team. Read more.
Recent Wins
Wealth Management Industry Awards
- Aggregation – 2025 and 2021
- Multi-View in Decision Center – 2024
- Workflow Automation – 2023
- Financial Planning – 2022 and 2021
- Innovation New Applications – 2021
Fintech Breakthrough Awards
- Wealth Management Innovation Award – 2025
- Best Wealth Management Product – 2024 and 2021
- Best Overall FinTech Company – 2023
- Best Wealth Management Company – 2022
Stevie Awards for Sales and Customer Service
- Customer Service AI Trainer or Specialist – 2026
- Achievement in Customer Service Automation – 2026
- Customer Service Training Professional – 2026 and 2025
- Achievement in Customer Experience – 2024
- Customer Service Manager – 2026 and 2024
- Customer Service Team – 2021
- Front-Line Customer Service Professional – 2026, 2025 and 2021
- Back-Office Customer Service Professional – 2026, 2025 and 2022
- Front-Line Customer Service Professional – 2021
Stevie Awards for Great Employers
- Achievement in Learning Technology Implementation – 2025
- Best Use of Video for Learning – 2025
- Employee Engagement – 2025 and 2024
- Workplace Health & Wellbeing – 2023
ThinkAdvisor Luminaries Awards
- Thought Leadership and Education – 2025
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