Verified
Emoney Advisor
Software Development & Design
Founded: 2000
Headquarters: Four Radnor Corporate Center, Suite 400, Radnor, PA 19087, USA
Overview
Location
Pennsylvania, United States
Headquarter
Four Radnor Corporate Center, Suite 400, Radnor, PA 19087, USA
Contact Number
8883626648
Industry
Software Development & Design
Contact Email
Not Available
Company Type
Private Company
Website
Founded
2000
CEO
Susan Pokorney
Codes
SIC Code 73,738 | NAICS Code 51,513
Annual Revenue
300 Million USD
Total Funding
Not Available
Recent Funding Amount
Not Available
No of Funding Rounds
0
Founders
Michael D. Kitces
Company Overview
Founded in 2000, eMoney Advisor operates as financial advisory services. The company provides financial advisors in the high net worth market with the financial planning Web technology, including data aggregation, planning, online document storage, and marketing communication tools to attract top tier prospects and provide financial planning services for increased fee revenue. The company is headquartered in Radnor, Pennsylvania.
Top C-suite Members of Company
Connect with key decision-makers at Emoney Advisor. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Susan McKenna | Chief Executive Officer | s****a@emoneyadvisor.com | |
| Rachel Eccles | Chief Marketing Officer | r****s@emoneyadvisor.com | |
| Moira Bishop | Vice President | m****p@emoneyadvisor.com | |
| Shannon Yeagley | Vice President | s****y@emoneyadvisor.com | |
| Helen Ruan | Vice President | h****n@emoneyadvisor.com | |
| Balaji Jayaprakash | Data | b****h@emoneyadvisor.com | |
| Hadi Akkad | Executive Vice President | h****d@emoneyadvisor.com | |
| Helen Ruan | Vice President | h****n@emoneyadvisor.com | |
| Doug Lane | Controller | d****e@emoneyadvisor.com | |
| Ricky Illigasch | Vice President | r****h@emoneyadvisor.com | |
| Melissa Sumner | Senior VP | m****r@emoneyadvisor.com |
Email Formats
Discover the email patterns used at Emoney Advisor to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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Technology Stack
Frequently Asked Questions
What is the address of Emoney Advisor's headquarters?
Emoney Advisor is headquartered at Four Radnor Corporate Center, Suite 400, Radnor, PA 19087, USA.
How can I contact Emoney Advisor by phone?
You can reach Emoney Advisor by calling their customer support number at 8883626648.
What is the official website for Emoney Advisor?
You can visit Emoney Advisor's official website at www.emoneyadvisor.com.
How much revenue does Emoney Advisor generate?
Emoney Advisor reports an annual revenue of approximately 300 Million USD.
What is the SIC code for Emoney Advisor?
The Standard Industrial Classification (SIC) code for Emoney Advisor is 73,738.
What is the NAICS code for Emoney Advisor?
Emoney Advisor falls under the NAICS code 51,513.
How many people work at Emoney Advisor?
Emoney Advisor has a workforce of about 501-1000 employees.
Which technologies are used by Emoney Advisor?
Emoney Advisor utilizes technologies like Open Graph, LottieFiles, SoundCloud.
Who is the Chief Executive Officer (CEO) of Emoney Advisor?
The CEO of Emoney Advisor is Susan Pokorney.
How can I get in touch with Emoney Advisor?
To contact Emoney Advisor, call 8883626648 or visit their website at www.emoneyadvisor.com
Is Emoney Advisor a publicly traded company?
No, Emoney Advisor is a private company.
Which industry is Emoney Advisor part of?
Emoney Advisor operates in the Software Development & Design, Software industry.
Who are the main competitors of Emoney Advisor?
Key competitors of Emoney Advisor include Carson, Lombard International, AssetMark, Vestmark
Which companies has Emoney Advisor acquired?
Acquisitions by Emoney Advisor include Fidelity Partnership 1995, F-Prime Capital .