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  • 4.8 / 5.0 (693)
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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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Customer Rating Review Scorebased on 2071 reference ratings
4.8/5.0 (2071)

41Testimonials

  • “You can’t give someone a complete financial plan if you don’t have their complete financial picture. Having the ability to link in those outside client assets was really important for us. We needed everything—work retirement plans, mortgages, loans, outside bank accounts, and credit cards—to give us the complete picture, so we could give the client complete advice.”

    Davin CareySenior Wealth Advisor
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31 Case Studies

  • Brunch & Budget Drives Revenue by Serving NextGen Clients with eMoney

    Pamela CapaladFounder
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9 Customer Videos

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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 1,805,232+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.