eMoney Advisor Overview
- Year Founded
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2000

- Status
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Acquired/Merged
- Employees
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632

- Latest Deal Type
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M&A
- Financing Rounds
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2
- Investments
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1
eMoney Advisor General Information
Description
Provider of wealth management services intended to offer financial advice. The company offers financial advisory, consulting, wealth planning, investment management and fund allocation services to organizations and net-worth individuals, enabling its clients to avail the solution to talk and manage money confidently and enjoy financial peace.
Contact Information
Website
www.emoneyadvisor.com(Operating Subsidiary)
Corporate Office
- Four Radnor Corporate Center
- 100 Matsonford Road, Suite 300
- Radnor, PA 19087
- United States
Corporate Office
- Four Radnor Corporate Center
- 100 Matsonford Road, Suite 300
- Radnor, PA 19087
- United States
eMoney Advisor Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
eMoney Advisor Comparisons
Industry
Financing
Details
eMoney Advisor Competitors (27)
One of eMoney Advisor’s 27 competitors is Adhesion Wealth Advisor Solutions, a Formerly PE-Backed company based in Charlotte, NC.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Adhesion Wealth Advisor Solutions | Formerly PE-Backed | Charlotte, NC | ||||
InvestCloud | Private Equity-Backed | West Hollywood, CA | ||||
RightCapital | Venture Capital-Backed | Shelton, CT | ||||
AdvisorEngine | Private Equity-Backed | Raleigh, NC | ||||
Envestnet | Private Equity-Backed | Berwyn, PA |
eMoney Advisor Signals
eMoney Advisor Former Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
eMoney Advisor Acquisitions (1)
eMoney Advisor’s most recent deal was a Merger/Acquisition with Persontation. The deal was made on 01-May-2009.
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
Persontation | 01-May-2009 | Merger/Acquisition | Business/Productivity Software |
eMoney Advisor FAQs
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When was eMoney Advisor founded?
eMoney Advisor was founded in 2000.
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Where is eMoney Advisor headquartered?
eMoney Advisor is headquartered in Radnor, PA.
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What is the size of eMoney Advisor?
eMoney Advisor has 632 total employees.
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What industry is eMoney Advisor in?
eMoney Advisor’s primary industry is Other Financial Services.
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Is eMoney Advisor a private or public company?
eMoney Advisor is a Private company.
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What is the current valuation of eMoney Advisor?
The current valuation of eMoney Advisor is
. -
What is eMoney Advisor’s current revenue?
The current revenue for eMoney Advisor is
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Who are eMoney Advisor’s investors?
Commerce Bancorp has invested in eMoney Advisor.
-
Who are eMoney Advisor’s competitors?
Adhesion Wealth Advisor Solutions, InvestCloud, RightCapital, AdvisorEngine, and Envestnet are some of the 27 competitors of eMoney Advisor.
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When was eMoney Advisor acquired?
eMoney Advisor was acquired on 02-Feb-2015.
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Who acquired eMoney Advisor?
eMoney Advisor was acquired by Fidelity Investments.
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