About eMoney Advisor
eMoney Advisor is a company based in Conshohocken (United States) founded in 2000 was acquired by Fidelity Investments in February 2015.. The company has 640 employees as of December 31, 2021. eMoney Advisor operates in a competitive market with competitors including Iress, Planful, Link Group, Modern Wealth Management and iraLogix, among others.
- Headquarter Conshohocken, United States
- Employees 640 as on 31 Dec, 2021
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
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- Legal Name Emoney Advisor, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Fidelity Investments
& 1 more
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Employee Count
640
as on Dec 31, 2021
- Acquired by
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Funding Insights of eMoney Advisor
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in eMoney Advisor
eMoney Advisor has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Fidelity Investments and Commerce Bancorp. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Founded Year | Domain | Location | |
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by eMoney Advisor
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - eMoney Advisor
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Emoney Advisor Comparisons
Competitors of eMoney Advisor
eMoney Advisor operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Iress, Planful, Link Group, Modern Wealth Management and iraLogix, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are provided online for financial markets.
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| domain | founded_year | HQ Location |
Cloud-based financial planning and advisory solutions are provided for businesses.
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| domain | founded_year | HQ Location |
Retirement and superannuation solutions are provided, including investments and pensions.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by the firm.
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| domain | founded_year | HQ Location |
Financial planning software for IRA recordkeeping is offered.
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| domain | founded_year | HQ Location |
Cloud-based practice management solution for financial advisors is offered.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Emoney Advisor
Frequently Asked Questions about eMoney Advisor
When was eMoney Advisor founded?
eMoney Advisor was founded in 2000.
Where is eMoney Advisor located?
eMoney Advisor is headquartered in Conshohocken, United States. It is registered at Conshohocken, Pennsylvania, United States.
How many employees does eMoney Advisor have?
As of Dec 31, 2021, the latest employee count at eMoney Advisor is 640.
What does eMoney Advisor do?
eMoney Advisor provides wealth management solutions for financial institutions. It offers a suite of web-based wealth-planning tools that offer an aggregated, comprehensive view of a clients financial portfolio, as well as features and functions that enable complete planning and better servicing of a clients needs. The product includes emX is an interactive wealth management platform for advisors and their clients. They have 3 versions of the software: emX, emX Select, and emX Pro. Clients include Genworth Financial Management, TD Bank, First Trust Bank, among others.
Who are the top competitors of eMoney Advisor?
Who are eMoney Advisor's investors?
eMoney Advisor has 2 investors. Key investors include Fidelity Investments, and Commerce Bancorp.
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