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eMoney Advisor competitors & alternatives
The 12 closest competitors and alternatives to eMoney Advisor among fintech companies — ranked by similarity to what eMoney Advisor actually does, not by market-cap band.
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About eMoney Advisor
eMoney Advisor provides scalable financial planning software, client portals, and data aggregation tools for financial advisors and institutions.
eMoney Advisor at a glance
eMoney Advisor is a fintech company headquartered in United States. Xcout tracks 9 named people at eMoney Advisor, including Susan McKenna (CEO). Xcout recorded 19 job postings from eMoney Advisor in the last 90 days.
eMoney Advisor leadership
- Susan McKennaCEO
- Fred PattinHead of Finance
- Christian SolomineHead of Sales
- Frank TropianoHead of Client Services
- Jason NovakHead of Information and Security
- Joanne Del SignoreHead of People Experience
3 more named people on record for eMoney Advisor, with roles, board committees and tenure — see the full roster →
Hiring at eMoney Advisor
Xcout recorded 19 job postings from eMoney Advisor in the last 90 days, from a hiring record Xcout has kept since August 2026.
The weekly hiring trend, the roles and locations behind it — see eMoney Advisor's hiring signals →
Top 12 eMoney Advisor competitors
Ranked by semantic similarity — how close each company is to eMoney Advisor by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
Addepar, Inc. is a global data and artificial intelligence software company founded in 2009 that serves the financial services ecosystem. The company provides investment management technology platforms that aggregate, analyze, and manage portfolio data for wealth advisors and institutional clients.
Financial Technology & Wealth Management
NDEX Systems provides a wealth management, investment accounting, and financial data platform for family offices, portfolio managers, and accounting firms.
Similar fintech company
Macroaxis provides a wealth optimization platform offering financial research, analytics, and portfolio management tools.
Similar fintech company
Edgelab provides risk analytics, portfolio advisory insights, suitability compliance, and portfolio construction tools for financial institutions, wealth managers, and banks. Its platform offers stress testing, simulations, and risk visibility across multi-asset classes and structured products to support compliant investment decisions.
Similar fintech company
Vyzer is a financial technology platform headquartered in New York that helps individual investors and professionals track complex portfolios, structure data, and model cash flows. The secure platform consolidates diverse asset information to generate comprehensive performance reports.
Financial Services & Media
East Money Information operates a leading financial portal and internet financial services platform in China, providing stock quotes, financial data, fund trading, and brokerage services.
Financial Services
Market Gauge Pro LLC provides risk-adjusted asset management solutions, tactical investment research, and client communication tools designed to help asset managers, RIAs, institutions, and individual investors grow their assets under management. The company utilizes proprietary indicators, quantitative strategies, and adaptive asset allocation models to navigate changing market conditions.
Financial Services
NextFolio provides data-driven active investment strategies and portfolios that utilize machine learning and real-time fund holdings analysis to identify high-conviction stock picks from institutional fund managers. The company serves banks, registered investment advisors (RIAs), broker-dealers, institutions, and family offices by offering cost-effective, scalable investment solutions.
Financial Technology / WealthTech
Envestnet Tamarac provides a comprehensive wealth management technology platform including trading, reporting, billing, and CRM tools for registered investment advisors (RIAs).
Similar fintech company
Personal Capital Corporation operated a U.S. digital wealth-management and financial-planning platform serving individual investors. Its services included investment management, financial planning, and tools for aggregating and analyzing personal financial accounts; the business was acquired by Empower Retirement in 2020 and became associated with Empower Personal Wealth.
Similar fintech company
Pontera provides financial technology infrastructure that allows wealth management advisors to connect, manage, and report on workplace retirement accounts like 401(k)s and 403(b)s. The platform enables financial professionals to offer holistic portfolio management, optimize asset allocation, and streamline compliance for held-away assets.
Similar fintech company
Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
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