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Celebrating 25 Years of eMoney (2025)
For 25 years, eMoney has delivered the industry’s leading full-spectrum planning solutions. Now trusted by over 109,000 financial professionals, watch our story to see how a commitment to continuous innovation has shaped our history, and how we continue to set the course for the next era of financial planning.
About eMoney
Founded in 2000, eMoney’s initial products – an advisor dashboard, aggregator and document vault–were the first on the market to transform the financial planning experience and help financial services catch up to other industries using interactive, collaborative technology. In 2015, eMoney was acquired by Fidelity Investments, and has since tripled in size, increased its product offering, expanded its client base and now has more than 600 employees in more than 35 states that contribute to eMoney’s success.
Today, eMoney’s solutions and services have evolved to comprise a true platform that—through planning-led technology—enables their clients to build stronger relationships, securely streamline business operations, enhance business development and drive overall growth.
Diversity commitment
Has programs that support a diverse and inclusive workforce
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