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.
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.
