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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 2496 reference ratings
4.8/5.0 (2496)

41Testimonials

  • “When I start working with my clients, they may only be concerned about cash flow. But in just a few years, their financial situations are much more complex. eMoney can …

    Eric Roberge Founder

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

    Bill Simonet Managing Principal

  • “Initially I thought eMoney was only for the wealthy and wouldn’t necessarily work for all my clients. But I found that eMoney is the only platform that can really handle …

    Pamela Capalad Founder
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31 Case Studies

  • Growing AUM by 500% with eMoney

    Greg Furer Chief Executive Officer

  • Adviser Investments Drives 1,000% Planning Growth Among Clients with eMoney

    Dan Silver President and CEO

  • Wymer Brownlee Wealth Strategies Helping Clients Think Bigger and Live with Purpose

    Kyle Brownlee CEO and Senior Wealth 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 1,910,853+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.