eMoney References Capped?

Access even more references from these marketplace competitors

Work at
eMoney?
Upgrade Profile
  • 17+ References
  • 4.7 / 5.0 (715)
    33+ References
  • 4.8 / 5.0 (373)
    14+ References

eMoney

Read 41 eMoney reviews and testimonials from customers, explore 54 case studies and customer success stories, and watch 9 customer videos to see why companies chose eMoney as their Financial Planning Software

eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout.

Show more
Categories:
Show more
  • 41 Testimonials View
  • 54 Case Studies View
  • 9 Customer Videos View
Customer Rating Review Score based on 2704 reference ratings
4.8/5.0 (2704)

41Testimonials

  • “eMoney is a key solution for us because we’re very planning-focused, and we’re very consultative in our process. It’s an important part of how we deliver our services. eMoney is …

    Martine Lellis Chief Operating Officer

  • “eMoney’s Decision Center makes it a lot easier to explain the impact of different decisions to our clients, whether they want to save more, retire later— whatever it might be. …

    Matt Cosgriff Wealth Advisor

  • “The freedom to best serve clients and find for them whatever solution best fits their needs wouldn’t have been a reality without breaking away. It’s allowed us to really focus …

    Alison Brooks Co-Founder
40 more testimonials currently locked

54 Case Studies

  • Winthrop Wealth Management Drives $1.1B in AUM Growth with eMoney

    Earl Winthrop Founder

  • Creative Capital Wealth Management Group grows retainer revenue 100% with eMoney

  • Wymer Brownlee Wealth Strategies Helping Clients Think Bigger and Live with Purpose

    Kyle Brownlee CEO and Senior Wealth Advisor
53 more case studies currently locked

9 Customer Videos

8 more videos currently locked

Additional eMoney Information & Resources

Read eMoney Reviews, Testimonials & Customer References from 41 real eMoney customers.

Browse eMoney Case Studies, Customer Success Stories, & Customer References from 54 businesses that use eMoney.

Watch eMoney Customer Videos to learn why 9 businesses chose eMoney.

FeaturedCustomers has 2,119,921+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.