eMoney Advisor, LLC (“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 103,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.5 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.

Business Development

eMoney Advisor

eMoney Advisor's headquarters in Radnor, PA, United States

Susan Mckenna

Fred Pattin

Rachel Eccles

Oscar Salazar

Joanne del Signore

Shannon Y.

Amanda McDevitt

Michael Finnegan

Simon Welch

The Engineering Team at eMoney Advisor is responsible for designing, developing, and maintaining the company's technology solutions. This team ensures robust and scalable software by employing best practices in software engineering, continuous integration, and deployment. They support and enhance the eMoney platform to improve user experience and streamline financial planning for professionals, ultimately driving growth and client engagement.

Engineering Team

The Sales Team at eMoney Advisor is responsible for driving revenue growth and expanding the company’s client base. This team develops and implements strategic sales plans, nurtures relationships with financial professionals, and collaborates with various departments to deliver tailored technology solutions. Comprising roles from Regional Sales Managers to Directors of Sales Development, the team focuses on both direct sales and enterprise-level engagements to ensure the widespread adoption of eMoney’s financial planning platform.

eMoney Advisor

Org chart

Teams

Engineering Team

Sales Team

Offices

eMoney Advisor

Org chart

Teams

Engineering Team

Sales Team

Offices

Related companies