eMoney Advisor
emoneyadvisor.com
Actively hiring
Financial Software & Embedded Finance
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Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials
Overview
eMoney Advisor is a financial technology company that provides wealth management and comprehensive financial planning software for financial advisors and institutions. Headquartered in Radnor, Pennsylvania, the company offers a platform featuring client portals, cash flow analysis, interactive goal tracking, and business analytics tools. Its technology helps financial professionals streamline business operations and deliver personalized financial guidance to millions of households nationwide.
News
eMoney Advisor Recognized in InvestmentNews 2026 5-Star Technology Report
Awards eMoney Advisor Recognized in InvestmentNews 2026 5-Star Technology Report Sept. 16, 2026 - eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, has been recognized in the InvestmentNews 2026 5-S
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Report
Agentic AI Reshapes How Advisors Plan Their 2027 Tech Budgets
The post Agentic AI Reshapes How Advisors Plan Their 2027 Tech Budgets appeared first on eMoney Advisor.
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Report
Agentic AI reshapes how advisors plan their 2027 tech budgets
Tech leaders say advisors get the most value from workflow integration, not flashy new AI features, heading into 2027
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Transforming Financial Planning with Unified Technology
eBook Transforming Financial Planning with Unified Technology How Enterprises Can Scale with Confidence When client data lives across disconnected systems, advisors lose time, operations become more complex, and leadership loses confidence in the data dri
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eMoney Advisor Unveils 2026 Summit Agenda Focused on Powering What's Possible
Press Release eMoney Advisor Unveils 2026 Summit Agenda Focused on Powering What's Possible Three-day virtual event will bring together financial planning leaders, practical education, product innovation and peer perspectives to help advisors turn change
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Thinking About Moving Near the Grandkids? Ask Yourself These 3 Questions First
The post Thinking About Moving Near the Grandkids? Ask Yourself These 3 Questions First appeared first on eMoney Advisor.
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Thinking About Moving Near the Grandkids? Ask Yourself These 3 Questions First
Moving near the grandkids sounds like a retirement dream, but it can quickly become complicated. Ask these three crucial questions before you pack your bags.
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30-Day Tax Alpha Guide for Financial Advisors
Guide 30-Day Tax Alpha Guide for Financial Advisors Are you maximizing the tax planning opportunities already within your book of business? Tax alpha is the value created through proactive, coordinated tax decisions over time, yet many opportunities go un
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When Are AI-Generated Financial Insights Trustworthy Enough To Act On?
The post When Are AI-Generated Financial Insights Trustworthy Enough To Act On? appeared first on eMoney Advisor.
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Tech stack
Technologies named in job postings at eMoney Advisor over the last 12 months, by layer, with the share of postings for each.
Technologies in use
20
Postings analysed
11
Stack modernity
70/100
Languages
SQL36%
Python18%
PHP9%
Cloud & platforms
Looker45%
Power BI45%
Tableau18%
AWS9%
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Full eMoney Advisor tech stack
20 technologies · by team · pay by technology · changes · similar stacks
Salary insights
Compensation ranges based on this company's open jobs
Median
$156k
Typical range
$61k – $282k
Open positions
7
7
Jobs
Junior
14.3%
Senior
42.9%
Architect
42.9%
| Level | Jobs | Median | Typical range |
|---|---|---|---|
| Junior | 1 | $61k | $61k |
| Senior | 3 | $145k | $80k – $156k |
| Architect | 3 | $263k | $179k – $282k |
Highest paying role
VP, Product Management
$282k
Normalized to USD per year
All salaries at eMoney Advisor
By role, level and city, against the market · 7 jobs with pay
Growth
Hiring Momentum
78/100
Scaling fast
Open positions
7
7 opened / 6 closed in 30 days
Median time-to-fill
71 days
faster than 18% of the market
ATS activity
Every ~4 hours
Today
Hiring Dynamics
+100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Marketing
17% ▲
Customer Success
17% ▼
Security
8% ▲
Product
8% ▲
Analytics
8% ▼
Design
8% ▲
Activity Timeline
Added Function Calling to stack
Oct 2026
Added PHP to stack
Sep 2026
Added WordPress to stack
Sep 2026
Added Asana to stack
Sep 2026
Added LLM Guardrails to stack
Sep 2026
Added Least Privilege to stack
Sep 2026
Added Human-in-the-Loop to stack
Sep 2026
Added Context Engineering to stack
Sep 2026
Added AI Agents to stack
Sep 2026
Added Agentic Workflows to stack
Sep 2026
Added Shift-Left Security to stack
Sep 2026
Added Shift-Left to stack
Sep 2026
Jobs
$227k – $282k per year • Remote (location not specified) • 12+ years exp
Model Context Protocol
Function Calling
AI Agents
Apply
$119k – $156k per year • Remote (location not specified) • 6+ years exp
Figma
Management
Agile
Apply