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. 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
- SectorsTechnology
- Website category Finance · Investing
- Website emoneyadvisor.com
- Social LinkedIn X Facebook
- Acquired by Fidelity Investments (Feb 2015)
- Legal Name Emoney Advisor, Llc
- InvestorsFidelity Investments
& 1 more
- Employee Count640
- Acquired by
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | fidelity.com | Boston, United States | |
- | – | commercepc.com | - |
Investor details for eMoney Advisor
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People of eMoney Advisor
21 people are tracked at eMoney Advisor (12 in leadership, 9 in team); the tracked headcount is 640.
| Name | Role | Group |
|---|---|---|
Joanne del Signore | Head Of People Experience | Leadership |
Oscar Salazar | Head Of Sales | Leadership |
Tom Sullivan | Head of Product Management | Leadership |
Fred Pattin | Head of Finance | Leadership |
Susan Mckenna | CEO | Leadership |
Simon Welch | Vice President Of Software Engineering | Leadership |
Michael Finnegan | VP Of Production Operations | Leadership |
Caroline Grasso | Director, Advisor Sales | Leadership |
Maria M. | Director, Sales Development | Leadership |
Amanda McDevitt | Executive Assistant To CEO And COO | Leadership |
Nick Forte | Director Of Development | Leadership |
Shannon Y. | Vp, Growth Marketing | Leadership |
Salman S. | Enterprise Financial Planning/wellness Solution | Team |
John Caputo | Senior Sales Manager | Team |
Kristina Gudelis | Manager, Advisor Sales | Team |
Patrick Griendling | Sr Systems Administrator | Team |
Anish Neelimathara | Software Development Manager | Team |
Jason Edonick | Advisory Devops Engineer | Team |
Preetha Sankar | Release Train Engineer II / Coach | Team |
Tim Konrad | Manager, Advisor Sales | Team |
1 more people are available in the full profile.
Complete people profiles for eMoney Advisor
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Timeline of eMoney Advisor
3 dated milestones of eMoney Advisor across 15 years, from founding to its latest funding, stage changes and deals.
- Founded eMoney Advisor is founded.
- Exit Acquired by Commerce Bancorp.
- Exit Acquired by Fidelity Investments.
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.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| iress.com | 1993 | Melbourne, Australia | – | – | Wealth management solutions are provided online for financial markets. | |
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| linkgroup.com | 2005 | Sydney, Australia | – | 989 | Retirement and superannuation solutions are provided, including investments and pensions. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| iralogix.com | 2015 | Doral, United States | $48.38M | – | Financial planning software for IRA recordkeeping is offered. | |
| asset-map.com | 2008 | Philadelphia, United States | $7.5M | 26 | Cloud-based practice management solution for financial advisors is offered. | |
| abaka.io | 2016 | San Francisco, United States | – | – | Patients' clinical and financial aspects are managed via healthcare platform. | |
| bettertradeoff.com | 2015 | Singapore | $1.48M | – | Practice management solutions for financial planners are provided. | |
| leonteq.com | 2007 | Zurich, Switzerland | – | – | Products and Services provider for Structured Products | |
| getmili.ai | 2024 | Lewes, United States | $2M | – | AI-powered assistance is offered for wealth advisors' meetings. |
Detailed competitors of eMoney Advisor
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- Full competitor set
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Web traffic of eMoney Advisor
The website of eMoney Advisor (emoneyadvisor.com) receives about 177.6K visits a month and ranks #236,175 among all websites worldwide, #2,531 in Investing.
- Monthly visits177.6K
▲ 19.7% vs previous month
- Unique visitors42.4K
per month
- Global rank#236,175
among all websites
- Category rank#2,531
Finance · Investing
- Bounce rate54%
- Pages per visit3.9
- Average visit1 min 34 sec
- DevicesDesktop 79% · Mobile 21%
Websites whose visitors overlap most with eMoney Advisor. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| moneyguidepro.com | 100% | 173.3K | #127,275 | View details | |
| moneytree.com | 99% | 19K | #960,803 | View details | |
| schwab.com | 94% | 94M | #365 | View details | |
| advisorsoftware.com | 91% | – | – | View details | |
| fidelity.com | 91% | 129.5M | #275 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for eMoney Advisor
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Emoney Advisor
Complete news archive for eMoney Advisor
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to eMoney Advisor
10 companies that operate in the same segment as eMoney Advisor (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about eMoney Advisor
eMoney Advisor was founded in 2000.
eMoney Advisor is headquartered in Conshohocken, United States. It is registered at Conshohocken, Pennsylvania, United States.
eMoney Advisor has 640 employees.
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.
eMoney Advisor has 2 investors. Key investors include Fidelity Investments, and Commerce Bancorp.
eMoney Advisor operates through Emoney Advisor, Llc.
Yes. eMoney Advisor was acquired by Fidelity Investments in February 2015.
The website of eMoney Advisor receives about 178 thousand visits a month and ranks #236,175 among all websites worldwide.