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Company · Wealth insurance advisor software

eMoney

As of 4 November 2026, eMoney has 9 open roles (6 new in 30 days), its customer service & success team is hiring most, and its postings name SQL, Salesforce and Microsoft Office as the tools the team works in.

As of 4 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Radnor, United States501-1000 employees50M-250M revenue, est.B2Bemoneyadvisor.com ↗LinkedIn ↗
Headquarters
Radnor, Pennsylvania, United States
Employees
501-1000 employees (linkedin)
Sells to
financial organizations, banks, broker-dealers
Certifications on site
Site languages
EN
Career system
Greenhouse
9open roles · 6 new in 30 days
14tools named in postings
hiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

eMoney in one screen

Read from emoneyadvisor.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What eMoney does

eMoney is a financial planning software provider that offers goals-based and cash-flow planning tools for financial organizations such as banks, broker-dealers, and RIAs. Its product line includes eMoney Plus, Premier, Pro, and Enterprise tiers, covering account aggregation, client portals, Monte Carlo analysis, and decision center features.

eMoney PluseMoney PremiereMoney ProeMoney Enterprise
Whom it sells to

Named on the site: financial organizations, banks, broker-dealers, RIAs, banks and broker-dealers, financial advisors.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 594 scored.

Empyrean SolutionsUnited States · 51-200 employeesAdvisorEngineUnited States · 51-200 employeesAMG Financial GroupUnited States · 201-500 employeesNOVEA BANKFrance · 51-200 employeesImpyeIndia · 51-200 employeesAMGUnited States · 51-200 employees
03Tech stack, with the evidence

What eMoney says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

SQLhigh confidence · 1 posting
The Advisory Database Administrator supports the eMoney SQL Database environment and infrastructure in a highly available 24/7/365 environment that serves the financial services industry.
Advisory Database Administrator · first seen 2026-10-23
SalesforceCustomer service & success · medium confidence · 5 postings
• Provide operational support for quote-to-cash processes, including Salesforce quote creation.
Senior Client Service Operations Specialist · first seen 2026-07-28
Microsoft OfficeCustomer service & success · medium confidence · 5 postings
• Proficient with Microsoft Office applications including PowerPoint, Excel, and Word
Client Success Coach · first seen 2026-07-28
Microsoft ExcelCustomer service & success · medium confidence · 3 postings
• Proficient with Microsoft Office applications including PowerPoint, Excel, and Word
Client Success Coach · first seen 2026-07-28
Microsoft PowerPointCustomer service & success · medium confidence · 2 postings
• Proficient with Microsoft Office applications including PowerPoint, Excel, and Word
Client Success Coach · first seen 2026-10-07
Microsoft WordCustomer service & success · medium confidence · 2 postings
• Proficient with Microsoft Office applications including PowerPoint, Excel, and Word
Client Success Coach · first seen 2026-10-07
Power BICustomer service & success · medium confidence · 2 postings
Experience with enterprise platforms such as Salesforce, Power BI, and Docebo required.
Senior Client Service Operations Specialist · first seen 2026-07-28
Oracle Eloquamedium confidence · 2 postings
• Strong experience with Eloqua (or other marketing automation platform), Salesforce, and Account-Based Technology platforms
VP of Growth Marketing · first seen 2026-09-29
Active Directorymedium confidence · 1 posting
• Strong working knowledge of Microsoft Active Directory, group policy standards, and implementing storage best practices in a Microsoft SQL Always-On Environment
Advisory Database Administrator · first seen 2026-10-23
eMoneymedium confidence · 1 posting
The Advisory Database Administrator supports the eMoney SQL Database environment and infrastructure in a highly available 24/7/365 environment that serves the financial services industry.
Advisory Database Administrator · first seen 2026-10-23
Gongmedium confidence · 1 posting
• Experience using sales tools such as SFDC, Outreach, Gong, Seismic, peripheral systems and Microsoft Office products.
Manager of Sales Enablement · first seen 2026-11-02
Lookermedium confidence · 1 posting
• Experience working with BI platforms like Looker, PowerBI, and/or Google Data Studios
VP of Growth Marketing · first seen 2026-10-08
Microsoft 365medium confidence · 1 posting
The Advisory Database Administrator supports the eMoney SQL Database environment and infrastructure in a highly available 24/7/365 environment that serves the financial services industry.
Advisory Database Administrator · first seen 2026-10-23
Microsoft OutlookCustomer service & success · medium confidence · 1 posting
• Working knowledge of MS Office suite including, Outlook, Excel, Word, Power Point
Client Support Specialist · first seen 2026-10-07
04Hiring

9 open roles, 10 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring customer service & success in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at eMoney, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add eMoney to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like eMoney

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 594 scored.

Empyrean SolutionsErp & business management software · United States51-200 employees
AdvisorEngineWealth insurance advisor software · United States51-200 employees
AMG Financial GroupWealth management general · United States201-500 employees
NOVEA BANKRetail & commercial banks · France51-200 employees
ImpyeLoan comparison portals · India51-200 employees
AMGWealth management general · United States51-200 employees
07Profile

From the company's own website

Legal nameeMoney
IndustryTechnology & software · Wealth insurance advisor software
OfferingseMoney Plus · eMoney Premier · eMoney Pro · eMoney Enterprise
Target customersfinancial organizations · banks · broker-dealers · RIAs · banks and broker-dealers · financial advisors
Geographic scopenational · also Canada
Reviews found
Public contact points0 role addresses · 0 phone numbers
Pages readhome
Datescrawled 2026-10-29 · profiled 2026-10-31 · hiring built 2026-11-03
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

eMoney (Radnor, United States, 501-1000 employees) has 9 open roles, 6 new in 30 days, and names 14 tools in its postings. (Breaknorm, 4 November 2026, https://breaknorm.co/company/emoneyadvisor.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from emoneyadvisor.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Greenhouse career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

eMoney: questions

Does eMoney use SQL?

Yes, by the company's own words: 1 posting name it, first seen 2026-10-23, in the team.

Is eMoney hiring?

9 open roles as of 4 November 2026, 6 opened in the last 30 days and 2 closed. The largest team hiring is customer service & success.

Where does this profile come from?

From emoneyadvisor.com itself: we crawled it on 2026-10-29, built the profile on 2026-10-31, and read its career site (Greenhouse) hourly since. Headcount is from LinkedIn.

Who should I write to at eMoney?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

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