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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 2405 reference ratings
4.8/5.0 (2405)

41Testimonials

  • “eMoney Data Entry Service gets the information to me a lot faster than me having to try and hire and train someone.”

    San Diegobased Owner

  • “I realized I wanted more tools in the toolkit. Adding coaching and life planning makes client relationships more sticky. And I personally think it just makes you a better planner.”

    Abbey Henderson CEO and Founder

  • “People told us we were crazy when they learned we were going to target next-gen investors. They have no money. They aren’t profitable. They’re too demanding. They’ll shop you in …

    Ted Jenkin Founder
40 more testimonials currently locked

31 Case Studies

  • MAI Capital Management Promoting Growth with a Consistent and Scalable Planning Experience

    Jim Smith Managing Director

  • BerganKDV Leverages eMoney to Grow, Scale, and Increase Client Satisfaction

    Matt Cosgriff Wealth Advisor

  • Bell Bank Grows 75% of New Assets on Their Trust Platform with …

    Becky Walen SVP/Senior Wealth Management Advisor
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 1,895,957+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.