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

C. S.
Director Of Financial Planning
Mobile Phone
Email
United StatesMississippi
Apr 30, 2026
E. C.
Director Of Client Services
Mobile Phone
Email
United StatesVirginia
Apr 16, 2026
M. K. M.
Director, Marketing Operations
Mobile Phone
Email
United StatesMassachusetts
May 13, 2026
T. G.
Director Of Demand Generation
Mobile Phone
Email
Jun 11, 2026
S. V.
Director, Development
Mobile Phone
Email
United StatesPennsylvania
Apr 14, 2026
B. B.
Creative Director
Mobile Phone
Email
United StatesMississippi
May 18, 2026
P. H.
Director, Employee Success & Development
Mobile Phone
Email
United StatesMississippi
Mar 12, 2025
B. D. G.
Director, Retention Marketing
Mobile Phone
Email
United StatesVirginia
Jul 19, 2025
E. T.
Director Total Rewards
Mobile Phone
Email
United StatesRhode Island
Apr 30, 2026
T. B.
Director Of Product Design
Mobile Phone
Email
United StatesMassachusetts
May 02, 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

eMoney Advisor Employee Directory

Find eMoney Advisor employees' phone numbers or email addresses

Name search is limited — try advanced search instead