eMoney Advisor Overview

  • Year Founded
  • 2000

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 632

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 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

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • Four Radnor Corporate Center
  • 100 Matsonford Road, Suite 300
  • Radnor, PA 19087
  • United States
+1 (610)
Primary Industry
Other Financial Services
Other Industries
Financial Software
Parent Company
Corporate Office
  • Four Radnor Corporate Center
  • 100 Matsonford Road, Suite 300
  • Radnor, PA 19087
  • United States
+1 (610)

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eMoney Advisor Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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eMoney Advisor Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth management services intended to offer financial advice. The company offers financial advisory, consul
Other Financial Services
Radnor, PA
632 As of 2025

Charlotte, NC
 

West Hollywood, CA
 
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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
You’re viewing 5 of 27 competitors. Get the full list »

eMoney Advisor Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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eMoney Advisor Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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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
To view eMoney Advisor’s complete acquisitions history, request access »

eMoney Advisor FAQs

  • When was eMoney Advisor founded?

    eMoney Advisor was founded in 2000.

  • Where is eMoney Advisor headquartered?

    eMoney Advisor is headquartered in Radnor, PA.

  • What is the size of eMoney Advisor?

    eMoney Advisor has 632 total employees.

  • What industry is eMoney Advisor in?

    eMoney Advisor’s primary industry is Other Financial Services.

  • Is eMoney Advisor a private or public company?

    eMoney Advisor is a Private company.

  • 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 .

  • 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.

  • When was eMoney Advisor acquired?

    eMoney Advisor was acquired on 02-Feb-2015.

  • Who acquired eMoney Advisor?

    eMoney Advisor was acquired by Fidelity Investments.

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