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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 2634 reference ratings
4.8/5.0 (2634)

41Testimonials

  • “My talent is meeting people, bringing them into the office, getting the business, and managing the portfolios. It isn’t inputting data.”

    Grace Yung Founder

  • "With new clients, we put all of their outside brokerage accounts in the system. That gives us the opportunity to explain options and how to transition the money, along with …

    Summer Hathaway Wealth Management Office Manager

  • “I knew enough to know that FinTech was going to be an integral part of our service offering, but not enough to confidently build a tech platform.”

    James Werner CFP
40 more testimonials currently locked

31 Case Studies

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

    Jim Smith Managing Director

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

    Kile Lewis Founder

  • Why Technology Gives a Mid-Sized Firm a BIG Advantage

    Bradley M. Shepherd President
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 1,991,366+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.