List of eMoney Advisor Customers
eMoney Advisor
Four Radnor Corporate Center, 100 Matsonford Rd #300,
Radnor, 19087, PA,
United States
Radnor, 19087, PA,
United States
1 610-684-1100
Banking and Financial Services
800
$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!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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2020 Financial Advisers | Banking and Financial Services | 10 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2020 | n/a |
In 2020, 2020 Financial Advisers implemented eMoney Advisor on their website. eMoney Advisor is being used as a Portfolio and Investment Performance and Planning,Asset and Wealth Management application to support client-facing financial planning and advisor portfolio management workflows for the firm.
The deployment of eMoney Advisor centers on advisor-configured financial planning and portfolio reporting modules, including portfolio aggregation, cash flow based planning, performance reporting, and a client portal for secure plan delivery. eMoney Advisor is configured to present client dashboards and deliver planning deliverables through the firm website, aligning the application with typical Portfolio and Investment Performance and Planning,Asset and Wealth Management functionality for small advisory practices.
Operational scope covers advisory and client service functions at 2020 Financial Advisers in the United States, with advisors owning plan configuration and client access controls. Governance focuses on advisor workflow integration, client onboarding through the website portal, and controlled sharing of financial plans and reports via the eMoney Advisor platform.
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401K Generation | Professional Services | 10 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2022 | n/a |
In 2022, 401K Generation began using eMoney Advisor as its primary client-facing planning and portfolio tool. 401K Generation uses eMoney Advisor in the Portfolio and Investment Performance and Planning,Asset and Wealth Management category, and the application is surfaced on the firm website to support advisor to client engagement and client portal access.
The deployment is implemented at firm level for the small professional services advisory team, where eMoney Advisor provides standard category-aligned capabilities such as financial planning workspaces, interactive cash flow and retirement planning tools, and portfolio performance reporting and aggregation for client-facing presentations. Configuration and operational use center on advisor workflows and client onboarding, with the eMoney Advisor client portal integrated into the public website to deliver secure access for clients and to centralize planning artifacts and contact-level financial profiles for the advisory team.
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A.O. Wealth Advisory | Banking and Financial Services | 5 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2022 | n/a |
In 2022, A.O. Wealth Advisory implemented eMoney Advisor for Portfolio and Investment Performance and Planning,Asset and Wealth Management. The five person United States advisory is using eMoney Advisor on their website to provide a client facing planning portal and advisor workspace. This implementation places eMoney Advisor at the center of the firm's financial planning and investment management functions.
Configuration emphasizes financial planning modules, portfolio performance reporting, scenario modeling, and account aggregation to deliver consolidated client views and planning driven advice. Operational coverage is scoped to advisory and client service workflows, with governance configured for client consent, secure client access, and structured onboarding and review processes inside the eMoney Advisor environment. A.O. Wealth Advisory eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management therefore links the application, the advisory firm, and core business functions for ongoing client engagement.
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Abery Hudson Wealth Management | Professional Services | 10 | $2M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2012 | n/a |
In 2012, Abery Hudson Wealth Management implemented eMoney Advisor for Portfolio and Investment Performance and Planning,Asset and Wealth Management. The eMoney Advisor deployment is exposed on the firm’s public website to provide client portal access and online plan sharing for client-facing wealth planning.
The implementation emphasizes client portal and financial planning capabilities, leveraging eMoney Advisor functionality for scenario-based planning, account aggregation and portfolio performance reporting consistent with the Portfolio and Investment Performance and Planning,Asset and Wealth Management category. For a 10-person professional services firm the configuration emphasizes advisor-client engagement workflows, secure client login, and document exchange rather than enterprise orchestration.
Operational scope is centered on core wealth management and financial planning business functions for the United States based firm, supporting advisor-led reviews and ongoing client plan maintenance. Governance is implemented through firm-level administration of client access and portal permissions, with the eMoney Advisor application instrumented on the public website to streamline client interactions and plan delivery.
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About Hermes Wealth Strategies | Banking and Financial Services | 10 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2022 | n/a |
In 2022, Hermes Wealth Strategies implemented eMoney Advisor for Portfolio and Investment Performance and Planning,Asset and Wealth Management. The eMoney Advisor implementation is surfaced on the Hermes Wealth Strategies website to provide client-facing financial planning workspaces, portfolio aggregation, and consolidated performance reporting for advisors and clients.
Configuration emphasizes client portal access, goal-based planning modules, account aggregation, and consolidated performance analytics as core functional capabilities of eMoney Advisor. Operational coverage is firm-wide within Hermes Wealth Strategies, supporting advisory and wealth management business functions including client onboarding, recurring review workflows, and secure document exchange, with governance organized around advisor account permissions and web-embedded access controls.
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Insurance | 10 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2022 | n/a |
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Professional Services | 10 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2020 | n/a |
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Banking and Financial Services | 30 | $3M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2019 | n/a |
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Insurance | 10 | $1M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2022 | n/a |
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Banking and Financial Services | 50 | $5M | United States | eMoney Advisor | eMoney Advisor | Portfolio and Investment Performance and Planning,Asset and Wealth Management | 2022 | n/a |
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Showing 1 to 10 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:
- Dakota, a United States based Leisure and Hospitality organization with 10 Employees
- Bank Of The Bluegrass, a United States based Banking and Financial Services company with 62 Employees
- Hainan Airlines, a China based Transportation organization with 34906 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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Dakota | Leisure and Hospitality | 10 | $1M | United States | 2026-03-13 |
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Bank Of The Bluegrass | Banking and Financial Services | 62 | $9M | United States | 2026-02-25 |
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JPMorgan Chase | Banking and Financial Services | 317233 | $180.6B | United States | 2026-02-04 |
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Transportation | 34906 | $9.2B | China | 2026-01-26 |
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Education | 14000 | $1.6B | United States | 2026-01-09 |
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Construction and Real Estate | 200 | $12M | United States | 2026-01-06 |
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Leisure and Hospitality | 100 | $6M | United States | 2026-01-03 |
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Banking and Financial Services | 80000 | $61.8B | United States | 2025-11-05 |
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Healthcare | 52 | $7M | United States | 2025-10-24 |
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Education | 300 | $143M | United States | 2025-10-20 |
FAQ - APPS RUN THE WORLD eMoney Advisor Coverage
eMoney Advisor is a Portfolio and Investment Performance and Planning, Asset and Wealth Management solution from eMoney Advisor.
Companies worldwide use eMoney Advisor, from small firms to large enterprises across 21+ industries.
Organizations such as BMO US, BMO Capital Markets, Umpqua Bank, UMB Fund Services and Avantax are recorded users of
eMoney Advisor for Portfolio and Investment Performance and Planning, Asset and Wealth Management.
Companies using eMoney Advisor are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using eMoney Advisor are most concentrated in United States and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of eMoney Advisor across Americas, EMEA, and APAC.
Companies using eMoney Advisor range from small businesses with 0-100 employees - 93.95%, to mid-sized firms with 101-1,000 employees - 4.7%, large organizations with 1,001-10,000 employees - 1.21%, and global enterprises with 10,000+ employees - 0.13%.
Customers of eMoney Advisor include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified eMoney Advisor customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Performance and Planning, Asset and Wealth Management.