What departments does eMoney Advisor have?

eMoney Advisor has employees across 15 departments including Marketing, Operations, Military & Protective Services, Engineering, Product Management.

What is the largest department at eMoney Advisor?

The largest department at eMoney Advisor is Operations with 8 employees.

Where are eMoney Advisor employees located globally?

eMoney Advisor has employees across 6 continents and 14 countries including Nigeria, China, India, Philippines, Indonesia.

How has eMoney Advisor's team size changed over time?

eMoney Advisor's team has decreased from approximately 980 to 579 employees based on available data.

eMoney Advisor Employee Directory

Financial ServicesPennsylvania, United States501-1000 Employees

eMoney Advisor, LLC operates in the financial services sector, delivering technology solutions that facilitate conversations about money and support comprehensive financial planning. By focusing on planning as the foundation, its offerings aim to deepen client relationships, streamline advisory operations, and support business growth. More than 138,000 financial professionals across firms of all sizes use the platform to serve over 7 million households in the United States.

Headquartered in Radnor, Pennsylvania, eMoney positions itself as a provider of technology for financial advisors. In 2026, the company launched CoPlanner, a feature designed to help advisors generate high-quality financial plans quickly while preserving control over recommendations.

eMoney Advisor Global Highlights

North America
866

United States Of America
866

Asia
14

Sri Lanka
4
Philippines
3
China
2
Indonesia
2
India
1
Bangladesh
1
Cambodia
1

Europe
5

United Kingdom Of Great Britain And Northern Ireland
4
Spain
1

Oceania
5

Australia
4
New Zealand
1

Africa
1

Nigeria
1

South America
1

Chile
1

eMoney Advisor's Leadership

S. M.
Chief Executive Officer
Mobile Phone
Email
N. D.
Cto
Mobile Phone
Email
R. E.
Chief Marketing Officer
Mobile Phone
Email
J. N.
Chief Security Officer
Mobile Phone
Email
R. I.
Vice President Of Product Management
Mobile Phone
Email
A. R.
Vp Client Support
Mobile Phone
Email
S. W.
Vice President Of Software Engineering
Mobile Phone
Email
M. F.
Vp Of Production Operations
Mobile Phone
Email

eMoney Advisor Employee Metrics

100%

50%

0%

2026

2025

Engineering
Analytics
Support
Sales
Customer Success
Other
Banking
Finance
Quality Assurance

Contact profiles from eMoney Advisor

Name

Title

Contact Info

Location

Last Update

T. H.
Head Of Product Marketing
Mobile Phone
Email
Apr 10, 2026
R. I.
Vice President Of Product Management
Mobile Phone
Email
United StatesPennsylvania
May 27, 2026
J. D. S.
Head Of People Experience
Mobile Phone
Email
May 29, 2026
A. R.
Vp Client Support
Mobile Phone
Email
United StatesPennsylvania
Apr 24, 2026
S. W.
Vice President Of Software Engineering
Mobile Phone
Email
United StatesPennsylvania
Apr 12, 2024
C. P.
Senior Vice President, Product And Design
Mobile Phone
Email
United StatesMississippi
Apr 24, 2026
M. F.
Vp Of Production Operations
Mobile Phone
Email
United StatesMississippi
Apr 23, 2026
L. B.
Vp, Client Service
Mobile Phone
Email
May 30, 2026
M. S.
Svp Development, Enterprise Architecture & Data Science
Mobile Phone
Email
Apr 27, 2026
T. S.
Vp Of Sales Operations
Mobile Phone
Email
United StatesKentucky
May 14, 2026

Frequently Asked Questions

What is eMoney Advisor known for?

eMoney Advisor was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 4 Radnor Coporate Center Suite 220 Radnor, Pennsylvania 19087 United States; you can contact the main corporate office by phone at

+1-888-362-****

. Explore eMoney Advisor's company overview page for more information.

What is eMoney Advisor's most common email format?

eMoney Advisor employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more eMoney Advisor email formats with LeadIQ.

How many employees does eMoney Advisor have currently?

eMoney Advisor has approximately 633 employees as of May 2026. These team members are located across 6 continents, including North AmericaAsiaEurope.

Who are eMoney Advisor's key employees and leadership?

As of May 2026, eMoney Advisor's key employees include:

Chief Executive Officer: S. M.
Cto: N. D.
Chief Marketing Officer: R. E.
Chief Security Officer: J. N.
Vice President Of Product Management: R. I.

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eMoney Advisor Employee Directory

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