eMoney Advisor Celebrates 25 Years of Financial Planning Innovation

• Founded as a start-up in 2000, eMoney delivers impactful planning solutions to more than 109,000 financial professionals and 6 million end-clients

RADNOR, Pa., June 3, 2025 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, proudly announced it is celebrating 25 years of transforming the way financial planning is delivered and received. Founded by advisors for advisors in June 2000, eMoney has evolved for a quarter of a century to deliver best-in-class financial planning solutions that allow advisors to make a meaningful impact on their clients' financial lives.

"Prior to launching eMoney, we saw a clear gap in financial planning tools and knew there was an exciting opportunity to redefine the planning experience – from data gathering, to client meetings, to how plans were delivered and monitored over time," said Matthew Schulte, head of financial planning and one of the original founding employees of eMoney. "Financial plans were being delivered as static documents that were quickly outdated, and we wanted to provide advisors with interactive tools that could help them adapt the plan in real-time based on conversations with their clients."

In 2015, eMoney was acquired by Fidelity Investments. Since then, eMoney has more than tripled in size, expanding its client base, enhancing its product suite, elevating client service and support, and transitioning to a remote-first employer.

• Product Innovation: Designed to make advisors more efficient, eMoney released the first version of its platform in 2001, which included the Advisor Dashboard, Client Portal, Aggregation, and The Vault. Today, eMoney's comprehensive planning solutions range from simple to complex with Needs Analysis, Foundational Planning, and Advanced Planning, allowing advisors to have collaborative planning conversations at every level. The eMoney My Plan feature – an enhancement to the Client Portal – was named a 2025 FinTech Breakthrough Awards winner. The Decision Center also received the honor in 2024. Additionally, eMoney has been recognized by T3 as the leader in aggregation for five consecutive years. In 2024, eMoney Aggregation launched as a standalone service. Firms can also integrate various eMoney planning capabilities into their own technology systems and workflows via APIs using eMoney Access, which launched in 2019.
  
  
• Client Evolution: Today, more than 109,000 financial professionals across firms of all sizes leverage eMoney to serve more than 6 million households across the country. From boutique RIAs to large enterprises, including the nation's top banks and broker-dealers, eMoney offers solutions that cover the full spectrum of financial planning.
  
  
• Enterprise Partners: Large firms have been adopting eMoney in new ways to power their own unique experiences for their clients. The eMoney platform enables firms to offer a single source of planning for every step of the client journey, leveraging APIs to manage planning data as a strategic asset, right-sizing their planning conversations, and creating consistent client experiences across their organizations.
  
  
• Award-winning Customer Service: What started as a small team of call center representatives has grown into an award-winning customer service organization of nearly 100 people who offer real-time support along with long-term training and coaching. eMoney provides the most live support in the industry, offering 31% more support hours than its competitors. The team values clients' time, resolving 94% of issues on the first contact, taking less than 50 seconds for a phone and chat response, and responding to an email on the same business day. This best-in-class customer service earned a 97% customer satisfaction rating in 2024. eMoney was named a winner of the 2025 Stevie® Awards for Sales & Customer Service in three individual categories.
  
  
• Company Culture: In 2022, eMoney transitioned to a remote-first workforce. With headquarters in Radnor, Pa., eMoney operates with more than 700 team members in over 40 states who remain committed to the company's core values: Creativity, Collaboration, People-first, and Diversity, Equality, and Inclusion. In 2025, 93% of employees rated eMoney as a great place to work.

"Marking 25 years in planning innovation has given us an opportunity to reflect and celebrate eMoney's amazing journey with our clients and employees," said Susan McKenna, who was appointed CEO in 2022.

"We remain steadfast in our dedication to providing our clients with the industry's best technology to empower them to build strong relationships, strong businesses, and even stronger financial plans. We're continuously using client feedback to inform our product roadmap and meet their needs with innovative product updates. We're excited to continue shaping the future of financial planning, and we are looking forward to what the next 25 years will bring," said McKenna.

With a strong product roadmap for 2025 and beyond that focuses on elevating both the advisor and end-client experiences, eMoney is well positioned to continue its success. The organization also remains committed to supporting the next generation of financial professionals with core initiatives such as the University Program, which has provided eMoney access and training to more than 25,000 financial planning students since 2015.

eMoney is commemorating its 25^th anniversary with the theme "Tomorrow's Planning, Today," which will inspire various internal and external celebrations planned for the remainder of the year. Notably, this will also serve as the theme for the 2025 eMoney Summit, which is being held virtually Oct. 20- 22. Registration is currently open.

To learn more about eMoney's 25^th anniversary and view multimedia content, client profiles, and more, please visit emoneyadvisor.com/25.

About eMoney Advisor, LLC  
eMoney Advisor, LLC ("eMoney") provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.  

SOURCE eMoney Advisor, LLC