eMoney Advisor
eMoney Advisor's Overview
eMoney Advisor, LLC ('eMoney') provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, and drive revenue growth. eMoney is a wholly owned subsidiary of Fidelity Investments, connecting more than 100,000 financial professionals to their more than 5.7 million households, representing $3.0 trillion in assets. Their platform offers a suite of tools for financial planning, client engagement, analytics, and business management, empowering advisors to deliver comprehensive and personalized financial guidance.
Where is eMoney Advisor's Headquarters?
HQ Function
The Radnor headquarters serves as the primary hub for eMoney Advisor's executive leadership, product development, engineering, sales, marketing, customer support, and administrative operations.
Notable Features:
Located within a modern corporate center, the office likely features collaborative workspaces, advanced technology infrastructure, and amenities designed to support a dynamic workforce.
Work Culture:
eMoney Advisor fosters a culture of innovation, collaboration, and client-centricity. Employees are encouraged to be forward-thinking in developing financial technology solutions. The environment is typically fast-paced, reflecting the tech industry, but also emphasizes work-life balance and professional growth.
HQ Significance:
As the nerve center of the company, the Radnor headquarters drives the strategic direction and technological innovation that positions eMoney Advisor as a leader in the financial planning software industry.
Values Reflected in HQ: The headquarters likely reflects eMoney's values of innovation, integrity, collaboration, and a commitment to empowering financial advisors and their clients.
Location:
eMoney Advisor primarily focuses its operations and services within the United States market. While its web-based platform can technically be accessed from anywhere, its sales, support, regulatory compliance, and product features are tailored to U.S. financial advisors and their clients. As a subsidiary of Fidelity Investments, which has a global footprint, there might be indirect global connections or future potential, but eMoney's direct operational presence is U.S.-centric.
Street Address:
Four Radnor Corporate Center, Suite 220, 100 Matsonford Road
City:
Radnor
State/Province:
PA
Country:
USA
eMoney Advisor's Global Presence
San Diego, CA/USA
Address: While a specific public street address for a large San Diego office is not consistently prominent, they maintain a significant presence. Potentially: 9600 N Torrey Pines Rd, La Jolla, CA 92037 (associated with their talent acquisition).
Serves as a strategic West Coast hub, focusing on product innovation, software development, and tapping into the rich tech talent pool in Southern California.
Providence, RI/USA
Address: Specific street address not consistently publicized for a standalone eMoney office; operations may be co-located or integrated with Fidelity Investments facilities in Rhode Island.
Supports East Coast operations and may integrate with broader Fidelity functions, benefiting from the financial services ecosystem in Providence.
Buying Intent Signals for eMoney Advisor
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Executive Team of eMoney Advisor
As of April 2025, eMoney Advisor' leadership includes:
Investors of eMoney Advisor
eMoney Advisor has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Publicly available information on specific executive hires or exits within the last 12 months for eMoney Advisor is limited. Major leadership changes are typically announced via official press releases or through their parent company, Fidelity Investments. No significant high-profile changes have been widely reported recently.
Technology (Tech Stack) used by eMoney Advisor
Discover the tools eMoney Advisor uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
eMoney Advisor Email Formats and Examples
eMoney Advisor likely uses common corporate email patterns. The most probable formats involve combinations of first name, last name, and initials.
[first_initial][last]@emoneyadvisor.com
Format
smckenna@emoneyadvisor.com
Example
80%
Success rate
News and media
PR Newswire • June 07, 2023
eMoney Advisor Launches New Digital Marketing Solution, Bamboo by eMoney
eMoney Advisor today announced the launch of Bamboo by eMoney, a powerful digital marketing solution designed to help financial advisors efficiently and effectively market their businesses and drive growth. The solution offers original, curated, and shareable content, along with tools for social media, email, and website marketing....more
PR Newswire • October 18, 2023
eMoney Advisor Announces New Integrations with Leading Custodians at 2023 eMoney Summit
At its annual summit, eMoney Advisor announced new and enhanced integrations with major custodians, including Fidelity Clearing & Custody Solutions®, Schwab Advisor Services™, and BNY Mellon | Pershing. These integrations aim to streamline data flows and improve advisor efficiency....more
GlobeNewswire • March 12, 2024
eMoney Advisor Research Reveals Financial Advisors Using Tech-Driven Personalization See Higher Client Satisfaction and Growth
New research from eMoney Advisor indicates that financial advisors who leverage technology to offer personalized client experiences report higher client satisfaction rates and business growth. The study highlights the importance of personalized digital interactions in modern financial advisory....more
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