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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 2276 reference ratings
4.8/5.0 (2276)

41Testimonials

  • “eMoney’s Decision Center makes it a lot easier to explain the impact of different decisions to our clients, whether they want to save more, retire later— whatever it might be. When clients can see those different scenarios play out in real-time, they can truly weigh the pros and cons, and how that aligns with their vision for the future.”

    Matt CosgriffWealth Advisor
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31 Case Studies

  • Sullivan Bruyette Speros & Blayney Improves Efficiency with eMoney

    Martine LellisChief Operating Officer
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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 1,859,044+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.