date founded

Financing round

General

About Company
eMoney Advisor provides web-based wealth-planning tools for financial services firms and individuals.

Industry

Sector :

Subsector :

Keywords :

founded date

01.01.2001

Number of employees

Company Type

For Profit

IPO status

Private

Description

The suite of tools offers comprehensive financial portfolio views and features for better planning and servicing of clients. The company's solutions strengthen client relationships, enhance business development, and drive overall growth. Over 103,000 financial professionals across firms of all sizes use eMoney's platform to serve more than 5.5 million households throughout the US.
Contacts
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total raised

$12.57M
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M&A Details
1

Transaction name

Acquired by

Fidelity

announced date

02.02.2015

Financials

Co-Investors

People

Founders
1
Edmond Walters
Edmond Walters

Edmond Walters

organization founded

1

Edmond Walters

Employee Profiles
223

Michael Kirk

Inside sales manager

Adam Lowry

Senior advisory data architect

Leslie Knotts

Vp, head of relationship management

Mike Coffin

Senior inside sales manager

Ryan Coburn

Senior live training specialist

Eoin Kavanagh

Technical support manager

Nicholas Smith

Software development manager

Paul Subbio

Manager, salesforce development

Activity

Recent News
7
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