Every day, financial advisors are challenged to better serve and advise their clients—clients, who are educated, have access to multiple advisors and who seek high levels of service.
eMoney Advisor was founded in 2000 with a mission to help financial advisors maximize their client relationships. The Company prides itself on its “by advisors, for advisors” approach, and as a result, has developed a unique combination of technology and support services that are focused on the advisor’s success.
 eMoney Advisor is located 30 minutes Northwest of Philadelphia, in Conshohocken, PA. The company is composed of small teams of highly trained specialists including:
- Software Developers
- Quality Assurance Testers
- Operations
- Customer Support and Training
- Marketing and Graphic Design
The team at eMoney prides itself on its innovative spirit and entrepreneurial beginnings. The company’s flat structure allows each person to have input into projects, coming together to share in the success of a project well-done.
eMoney has grown to over 80 people today. eMoney now claims nine of the 15 largest U.S. life insurers and three of the six largest U.S. broker-dealers among its clients. About 16,000 financial advisors offer eMoney products, up from 6,000 last year. New York Life offers eMoney’s software; so does Pricewaterhouse Coopers; so does Janney Montgomery Scott, the Philadelphia-based regional brokerage firm. The assets administered by its unique wealth management system equal more than $100 billion daily.
eMoney’s success caught the attention of New Jersey-based Commerce Bancorp last year when its software solution was so attractive to the bank, it bought the company. Now, a fully owned subsidiary of Commerce Bancorp, eMoney has continued to thrive, developing a customized version of its product for Commerce called Virtual Private Bank. Today, eMoney continues to grow and attract media attention. It has been covered in a host of prestigious publications including the New York Times, Wall Street Journal, USA Today, Time Magazine and Forbes.
eMoney Advisor offers a fast-paced, highly collaborative work environment that is focused on using the latest technology for the financial planning services industry. Competitive compensation and benefits helps attract some of the best talent in the industry.
Contact eMoney Advisor today for more information on our current career opportunities.
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