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eMoney Advisor
eMoney Advisor

eMoney Advisor

Acquired Subsidiary

eMoney Advisor provides financial planning software and cash-flow analysis tools for financial advisors and wealth management firms.

HQ
Radnor, PA, US
Founded
2000
Overview
M & A
Analysis
Compare
Fundraising
Employees
News

eMoney Advisor, founded in 2000 in suburban Philadelphia, is a financial technology company that delivers interactive, cash-flow-based financial planning software to advisors, planners, and wealth management firms. The company's platform includes eMoney Pro, a comprehensive planning tool used for retirement modeling, asset allocation, and client collaboration.

In 2015, Fidelity Investments acquired eMoney Advisor for a reported $250 million. The company continues to operate as a subsidiary under the Fidelity umbrella while maintaining its independent brand and product identity, serving thousands of advisors across the United States.

eMoney Advisor - M & A Snapshot

Open M & A
  • Fidelity Investments

    Acquired eMoney Advisor • $250M • Apr 2, 2015

eMoney Advisor - Products & Services

  • eMoney Pro logo

    eMoney Pro

    eMoney Pro is eMoney Advisor's cash-flow-based financial planning workstation for advisors, owned by Fidelity Investments.

    Competing Products

    Morningstar logo
    Envestnet logo

eMoney Advisor - Similar Companies

Envestnet logo

Envestnet

envestnet.com

Morningstar logo

Morningstar

morningstar.com

Fidelity Investments logo

Fidelity Investments

fidelity.com

Finvest logo

Finvest

getfinvest.com

Interactive Advisory Software logo

Interactive Advisory Software

Wealthfront logo

Wealthfront

wealthfront.com

SmartAsset logo

SmartAsset

smartasset.com

paraplanner.ai logo

paraplanner.ai

paraplanner.ai

Yourefolio logo

Yourefolio

yourefolio.com

Wealth logo

Wealth

wealth.com

IncomeConductor logo

IncomeConductor

Fisecal logo

Fisecal

fisecal.com

eMoney Advisor - Quick Facts

Who are eMoney Advisor's competitors?

Companies similar to eMoney Advisor include Envestnet, Morningstar, Fidelity Investments and Finvest.

When was eMoney Advisor founded?

eMoney Advisor was founded in 2000.

Where is eMoney Advisor's headquarters located?

eMoney Advisor's headquarters is located in Radnor, PA, US.

When was eMoney Advisor's last funding round?

eMoney Advisor's most recent funding round was for $250M (USD) in April 2015.

How much has eMoney Advisor raised to-date?

As of Apr 2, 2015, eMoney Advisor has raised a total of $250M (USD).

eMoney Advisor - Classification

Industry
  • Financial Technology Companies
Model
  • SaaS Platform
Revenue
  • B2B Subscription
Customer
  • Enterprises
Tags
  • Fintech