RADNOR, PA — eMoney Advisor is marking 25 years of shaping the financial planning industry, commemorating a legacy of innovation and growth since its founding in June 2000. Created by financial advisors for financial advisors, the company has consistently redefined how financial plans are created, presented, and monitored, earning its reputation as a leader in the space.
Pioneering Beginnings to Industry Leadership
eMoney emerged in 2000 with a mission to address a gap in financial planning tools. Matthew Schulte, head of financial planning and one of the company’s founding employees, recalled how financial plans were once static documents that quickly became outdated. “We wanted to provide advisors with interactive tools to adapt plans in real time,” Schulte explained.
The company launched its first platform in 2001, introducing now-iconic features like the Advisor Dashboard, Client Portal, and The Vault. This foundation set the stage for eMoney’s expansion into a provider of robust, dynamic, and scalable solutions for the varying needs of financial professionals.
Growth Accelerated with Fidelity Investments
Following its acquisition by Fidelity Investments in 2015, eMoney saw exponential growth. The company has more than tripled in size, now serving over 109,000 financial professionals, who manage six million household clients nationwide. Its solutions cater to firms of all sizes, from boutique RIAs to major banks and broker-dealers, addressing needs ranging from foundational financial planning to advanced industry-specific solutions.
Today, eMoney is also driving planning innovation for enterprises, enabling them to deliver custom experiences while ensuring consistent and efficient processes via API integrations and data-driven strategies.
Recognized Excellence and Continued Innovation
eMoney’s commitment to innovation has earned it several industry accolades. Recent achievements include My Plan winning the 2025 FinTech Breakthrough Award, recognition of its Decision Center in 2024, and maintaining a five-year streak as the leader in aggregation as ranked by T3. Additionally, in 2024, the company launched eMoney Aggregation as a standalone service, signaling its focus on customization and scalability for clients.
Focus on Service and Culture
Parallel to its product evolution, eMoney has built an award-winning customer service organization. Backed by nearly 100 representatives, eMoney provides exceptional support, responding to inquiries in under 50 seconds and resolving nearly all issues on first contact. This dedication to service earned the company multiple 2025 Stevie® Awards for Sales & Customer Service and a 97% customer satisfaction rating in 2024.
Internally, eMoney transitioned to a remote-first workforce in 2022, with its 700 team members across 40 states continuing to uphold the company’s collaborative, people-first culture. Ninety-three percent of its employees rated it as a great workplace in 2025, reflecting its commitment to creativity, inclusion, and employee empowerment.
“Tomorrow’s Planning, Today”: A Bright Future
eMoney is celebrating this milestone year under the theme “Tomorrow’s Planning, Today,” focusing on both reflection and future aspirations. The company has planned celebrations throughout 2025, culminating with its annual summit, which will take place virtually from October 20 to 22.
CEO Susan McKenna, appointed in 2022, emphasized eMoney’s focus on the future. “We remain dedicated to empowering our clients to build strong relationships, businesses, and financial plans. By using client feedback to guide product updates, we’re shaping the future of financial planning and look forward to continuing this legacy for the next 25 years,” McKenna stated.
Commitment to Education
eMoney is also investing in the next generation of financial professionals. Its University Program has trained over 25,000 students since 2015, equipping future advisors with the tools and skills they need to succeed in a dynamic industry.
With a strong roadmap for continued innovation and a proven commitment to its clients and the financial planning community, eMoney is positioned to lead the industry for decades to come.
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