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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 2585 reference ratings
4.8/5.0 (2585)

41Testimonials

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

    Bill Simonet Managing Principal

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

    Jeff Huizenga Relationship Manager

  • “The period of ‘trial and error’ is over. I need to rebuild this firm from the ground up using 100% ‘best practices’ in everything we do.”

    David Edwards President
40 more testimonials currently locked

31 Case Studies

  • Building a $1.1B Financial Services Firm by Meeting Investors’ Varied Needs

    Kile Lewis Founder

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

    Jody Padar CEO

  • Abaris Financial Group Where Life Planning, Behavioral Finance, and Data-based Wealth Management …

    Abbey Henderson CEO and Founder
30 more case studies currently locked

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 1,932,569+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.