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© All Rights Reserved. ApplyBlast.com
emoneyadvisor
A Client Support Specialist at eMoney handles customer inquiries, resolves issues, and maintains high call quality. They support advisors with financial planning scenarios and stay updated on platform features and industry trends.
Headquarters
Radnor, Pennsylvania, United States
Company Size
501-1000 employees
Founded
2000
eMoney Advisor is a financial planning software company that provides advisors, planners, RIAs, and wealth management firms with tools to create, deliver, and collaborate on comprehensive financial plans. Its platform combines client portals, account aggregation, interactive cash‑flow and retirement modeling, and robust reporting to help advisors visualize scenarios and engage clients. eMoney emphasizes secure collaboration, integrations with custodians and back‑office systems, and workflow features that streamline practice management. Firms use it to centralize client data, improve advisor efficiency, and deepen client relationships.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for emoneyadvisor.
7% above the average for this role