Who Uses eMoney?
Who Uses eMoney?

eMoney’s clients cross a large spectrum of financial professionals from large financial services companies, independent advisors, attorneys, CPAs and investment advisors. eMoney has enterprise relationships with 9 of the 15 largest insurance companies in America, the majority of the most successful independent broker dealers and many of the nation’s leading advisory firms.

Clients
  • #

  • 1st Global Capital
  • A

  • AIG
  • American General
  • American Portfolios Financial Services
  • Ameritas Investment
  • Ameritrade
  • Anderen Capital
  • Anderson and Strudwick
  • Arete Wealth Management
  • Associated Securities
  • Ausdal Financial Partners
  • AXA
  • B

  • Ballew Investments
  • Beard Financial Services
  • Berthel, Fisher and Co.
  • Brewer Financial Services
  • Broker Dealer Financial Services
  • BrokersXpress
  • C

  • Cadaret, Grant and Co.
  • Calton and Associates
  • Cambridge Investment Research
  • Cantella and Co.
  • Capital Analysts
  • Capital Financial Services
  • Capital Guardian
  • Capital Investment Group
  • Capital Management Securities
  • Cascade Financial Management
  • Centara Capital Securities
  • Centaurus Financial
  • CFG Financial Associates
  • CFS Securities
  • Charles Schwab and Co.
  • Chauner Securities
  • Coburn and Meredith
  • Collective Financial Services
  • Colony Park Financial Services
  • Commonwealth Financial Network
  • Comprehensive Asset Management and Servicing
  • Cresap
  • Crown Capital Securities
  • Cumberland Brokerage
  • D

  • Dalton Strategic Investment Services
  • Deutsche Bank
  • E

  • Ensemble Financial Services
  • Equity Services
  • Essex Securities
  • F

  • Fidelity Investments
  • Financial Advisors of America
  • Financial Network Investment
  • Financial Telesis
  • Financial West Group
  • First Allied Securities
  • First Citizens
  • First Heartland Capital
  • First Tennessee
  • Foothill Securities
  • FSC Securities
  • G

  • G.A. Repple and Co.
  • Galt Financial Group
  • Geneos Wealth Management
  • Genworth Financial Securities
  • Gill Capital Partners
  • Girard Securities
  • Gradient Securities
  • GWN Securities
  • H

  • H. Beck
  • Hornor, Townsend and Kent
  • HRC Investment Services
  • I

  • Independent Financial Group
  • ING
  • Intermountain Financial Services
  • International Financial Solutions
  • InterSecurities
  • Invest Financial
  • Investacorp
  • Investment Centers of America
  • Investment Planners
  • Investors Capital
  • Investors Security
  • ISI Capital
  • J

  • J.P. Turner and Co.
  • J.W. Cole Financial
  • Jefferies and Co.
  • Jonathan Roberts Financial Group
  • K

  • Kalos Capital
  • Kenai Investments
  • KMS Financial Services
  • Kovack Securities
  • L

  • LaSalle St Securities
  • Lincoln
  • LPL Financial
  • M

  • M Financial Securities Marketing
  • M Holdings Securities
  • Madison Avenue Securities
  • MAM Wealth Management
  • MCL Financial Group
  • MidAmerica
  • MML Investors Services
  • Money Concepts Capital
  • Morgan Stanley Smith Barney
  • Multi-Financial Securities
  • Mutual of Omaha Investor Services
  • Mutual Service
  • MWA Financial Services
  • N

  • National Planning
  • New England Securities
  • Newbridge Securities
  • Newport Coast Securities
  • Next Financial Group
  • NFP Securities
  • Northstar Financial Partners
  • NPB Financial Group
  • NRP Financial
  • O

  • OneAmerica Securities
  • Oppenheimer
  • P

  • Pacific West Securities
  • Packerland Brokerage Services
  • Park Avenue Securities
  • Pershing
  • PNC Investments
  • Principal Financial Services
  • Private Client Services
  • Proequities
  • Prospera Financial Services
  • Purshe Kaplan Sterling Investments
  • Q

  • QA3 Financial
  • Questar Capital
  • R

  • Raymond James
  • RBC
  • Resource Horizons Group
  • RJ Securities
  • Rogan and Associates
  • Royal Alliance Associates
  • Rydex Distributors
  • S

  • Sage, Rutty and Co.
  • Sagemark Consulting
  • SagePoint Financial
  • Sammons Securities
  • Scott and Stringfellow
  • Scottrade
  • Securian Financial Services
  • Securities America
  • Securities Service Network
  • SEI Securities
  • Shareholders Service Group
  • Sigma Financial
  • Signator Investors, Inc.
  • Signature Financial Group
  • SII Investments
  • Silver Oak Securities
  • SMH Capital
  • Smith Hayes Financial Services
  • Southwest Securities
  • Spectrum Capital
  • SSN
  • Sturdivant and Co.
  • Success Trade Securities
  • Summit Brokerage Services
  • Summit Equities
  • Sunset Financial Services
  • Syndicated Capital
  • T

  • TD Ameritrade
  • TFS Securities
  • The Investment Center
  • The Leaders Group
  • The O.N. Equity Sales
  • The Strategic Financial Alliance
  • Thomas McDonald Partners
  • Trade-PMR
  • Transamerica Financial Advisors
  • Triad Advisors
  • Triune Capital Advisors
  • Trustmont Financial Group
  • U

  • U.S. Wealth Advisors
  • Uhlmann Price Securities
  • United Planners Financial Services of America
  • Univest Investments
  • USA Financial Securities
  • UVEST Financial Services
  • V

  • VALIC Financial Advisors
  • Valmark Securities
  • Vanderbilt Securities
  • Veritrust Financial
  • VSR Financial Services
  • W

  • Wall Street Financial Group
  • Walnut Street Securities
  • Waterstone Financial Group
  • Wells Fargo Advisors Financial Network
  • Western International Securities
  • Westminster Financial Securities
  • WFG Investments
  • WFP Securities
  • Woodbury Financial Services
  • World Equity Group

eMoney's advanced web technology provides RIAs with a consolidated data platform to deliver premier value-added services, identify new opportunities and grow their practice all while maintaining scalability. Thousands of RIAs use eMoney to help differentiate their practice including these top ranking firms recognized as leaders by Investment News, FA Magazine and Registered Rep.com.

RIAs