eMoney Advisor
Curated by SignalWealth management software suite enhancing financial planning and client engagement.
Overview
eMoney Advisor is a company that offers a wealth management software suite aimed at improving the operations of financial advisors and wealth managers. The platform incorporates various fintech tools, such as financial planning software and cash flow-based planning tools, to create a comprehensive solution for managing client relationships and investment strategies. The target audience includes financial institutions and professionals, with a focus on organized client data, risk assessment, and personalized financial experiences. With over 20 years of experience, the platform utilizes AI and machine learning for predictive analytics, and aims to ensure compliance and operational efficiency through APIs and real-time data aggregation.
Key facts
- Founded
- 2000
- Headquarters
- Conshohocken, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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Open roles
40 rolesVP of Growth Marketing
United States · On-site · Internship
Manager, Development
United States · On-site · Internship
Enterprise Retention Marketing Manager
United States · On-site · Internship
