eMoney Advisor Marks Two Decades and a Half of Financial Planning Advancements

eMoney Advisor: A Quarter Century of Financial Planning Innovation

As eMoney Advisor approaches its 25th anniversary, it stands as a testament to evolution and excellence in the realm of financial planning. Founded in June 2000, eMoney has made significant strides in shaping the financial advisory landscape, enhancing how financial professionals connect with their clients regarding money matters.

Initially conceived as a response to a notable absence in effective financial planning tools, eMoney was established by advisors who understood the challenges and opportunities inherent in the industry. According to eMoney’s Head of Financial Planning, Matthew Schulte, the company recognized that traditional financial plans often resulted in static documents that quickly became outdated. This perception gave birth to a vision for dynamic, interactive tools capable of adapting plans in real-time, grounded in ongoing dialogue between advisors and their clients.

Transformative Journey and Growth

In 2015, eMoney underwent a major transition when it was acquired by Fidelity Investments. This pivotal moment fueled impressive growth, allowing eMoney to amplify its client base, diversify its offerings, and significantly improve service quality. With a workforce that has expanded from a handful of employees to over 700 remote team members spread across more than 40 states, eMoney has firmly positioned itself as a leader in financial technology.

Pioneering Product Innovations

From its inception, eMoney has prioritized innovation, beginning with the launch of its initial platform in 2001 which featured critical tools such as the Advisor Dashboard and Client Portal. In subsequent years, the company developed comprehensive solutions covering a range of planning needs—from Needs Analysis to Advanced Planning tools. Their dedication to improving financial planning services was recognized at the 2025 FinTech Breakthrough Awards with accolades for their eMoney My Plan feature and Decision Center.

The platform has also earned consistent recognition as a leading provider of aggregation services, maintaining the top position for five consecutive years, further solidifying its standard of excellence. Integrating capabilities through APIs, eMoney allows firms to smoothly incorporate its services into their operational frameworks.

Evolving Client Dynamics

Today, eMoney's technology empowers over 109,000 financial professionals, facilitating services for more than 6 million households nationwide. This varied client base includes everything from independent advisory firms to top-tier banks and broker-dealers, showcasing eMoney's wide-ranging appeal and innovative solutions.

Large firms, in particular, have begun to adopt the platform in innovative ways, leveraging its capabilities to create an integrated, seamless planning experience for their clients. This ability to harmonize planning data and enhance client journeys marks a significant advancement in the industry.

Unmatched Customer Service

Customer care is another cornerstone of eMoney's success. The company’s support division has expanded from a small call center to a highly trained team offering unprecedented live assistance. eMoney boasts 31% more support hours than its competitors, with an impressive first-contact resolution rate of 94%. This dedication to client service has resulted in a 97% customer satisfaction rating in 2024, cementing its reputation as an industry leader.

A Culture of Excellence

In 2022, eMoney shifted to a remote-first working model, enhancing flexibility and productivity. The company's core values—Creativity, Collaboration, People-First, and Diversity, Equity, and Inclusion—continue to guide its operations and culture. Recent employee surveys indicate a remarkable 93% rating as a “great place to work,” underlining the positive work environment fostered within the organization.

Reflecting on the 25-year journey, eMoney’s CEO, Susan McKenna, highlights the importance of listening to client feedback, which informs product development and continues to shape the company’s vision. The theme of their anniversary, “Tomorrow's Planning, Today,” encapsulates their commitment to driving innovation and evolving the client experience.

With a promising roadmap ahead focusing on enhancing both advisor and client experiences, eMoney is set to redefine financial planning further as it embarks on another quarter century of service. The upcoming 2025 eMoney Summit, scheduled for October, will serve as a platform for further exploration of these themes, fostering engagement in discussions on the future of financial planning strategies.

For more information on eMoney's transformative work and exciting plans for the future, visit their dedicated anniversary page at emoneyadvisor.com/25.