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● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

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● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

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● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

List of eMoney Advisor Customers

eMoney Advisor
Location
Four Radnor Corporate Center, 100 Matsonford Rd #300,
Radnor, 19087, PA,
United States
Website
https://www.emoneyadvisor.com/
Phone
1 610-684-1100
Artw industry
Banking and Financial Services
Employee
800
Revenue
$150M

Since 2010, our global team of researchers has been studying eMoney Advisor customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchased eMoney Advisor for Portfolio and Investment Performance and Planning, Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using eMoney Advisor for Portfolio and Investment Performance and Planning, Asset and Wealth Management include: BMO US, a United States based Banking and Financial Services organisation with 12000 employees and revenues of $7.40 billion, BMO Capital Markets, a Canada based Banking and Financial Services organisation with 2800 employees and revenues of $1.30 billion, Umpqua Bank, a United States based Banking and Financial Services organisation with 5114 employees and revenues of $1.30 billion, UMB Fund Services, a United States based Banking and Financial Services organisation with 3500 employees and revenues of $1.20 billion, Avantax, a United States based Banking and Financial Services organisation with 3000 employees and revenues of $900.0 million and many others.

Contact us if you need a completed and verified list of companies using eMoney Advisor, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.

The eMoney Advisor customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

Apply Filters For Customers

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Filters
Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Professional Services 10 $1M United States eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management 2022 n/a
Professional Services 12 $2M United States eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management 2016 n/a
Banking and Financial Services 25 $2M United States eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management 2013 n/a
Professional Services 10 $1M United States eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management 2015 n/a
Healthcare 10 $1M United States eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management 2020 n/a
Professional Services 150 $20M United States eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management 2022 n/a
Professional Services 10 $1M United States eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management 2022 n/a
Professional Services 10 $1M United States eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management 2017 n/a
Professional Services 10 $2M United States eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management 2021 n/a
Banking and Financial Services 25 $3M United States eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management 2022 n/a
Showing 151 to 160 of 744 entries

Buyer Intent: Companies Evaluating eMoney Advisor

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating eMoney Advisor. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating eMoney Advisor for Portfolio and Investment Performance and Planning, Asset and Wealth Management include:

  1. Dakota, a United States based Leisure and Hospitality organization with 10 Employees
  2. Bank Of The Bluegrass, a United States based Banking and Financial Services company with 62 Employees
  3. Hainan Airlines, a China based Transportation organization with 34906 Employees

Discover Software Buyers actively Evaluating Enterprise Applications

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Filters
Logo Company Industry Employees Revenue Country Evaluated
Dakota Leisure and Hospitality 10 $1M United States 2026-03-13
Bank Of The Bluegrass Banking and Financial Services 62 $9M United States 2026-02-25
JPMorganChase Banking and Financial Services 317233 $180.6B United States 2026-02-04
Transportation 34906 $9.2B China 2026-01-26
Education 14000 $1.6B United States 2026-01-09
Construction and Real Estate 200 $12M United States 2026-01-06
Leisure and Hospitality 100 $6M United States 2026-01-03
Banking and Financial Services 80000 $61.8B United States 2025-11-05
Healthcare 52 $7M United States 2025-10-24
Education 300 $143M United States 2025-10-20