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eMoney

Read 41 eMoney reviews and testimonials from customers, explore 31 case studies and customer success stories, and watch 9 customer videos to see why companies chose eMoney as their Financial Services

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.

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  • 41 Testimonials View
  • 31 Case Studies View
  • 9 Customer Videos View
Customer Rating Review Score based on 2462 reference ratings
4.8/5.0 (2462)

41Testimonials

  • “The evolution of our firm—built around financial planning with eMoney—is paying off. Our team is engaged, our clients are happy, and we’re increasing our referrals. By adapting to the needs …

    Max Winthrop CEO

  • “eMoney provides a client experience that’s very different. It really is, in a way, [the client’s] personal website.”

    Jeff Huizenga Relationship Manager

  • “I use eMoney as the heartbeat of my practice."

    Bill Simonet Managing Principal
40 more testimonials currently locked

31 Case Studies

  • How Expanding from Tax Planning to Holistic Planning Led to 3,000% Growth

    Davin Carey Senior Wealth Advisor

  • EP Wealth Advisors A Plan to Grow AUM to $20B by 2022 …

    Erin Voisin CFP and Director of Financial Planning

  • New Vision CPA Creates Opportunities and Strengthens Client Relationships with eMoney

    Jody Padar CEO
30 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 31 businesses that use eMoney.

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

FeaturedCustomers has 1,909,721+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.