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eMoney Advisor
eMoney Advisor provides scalable financial planning software, client portals, and data aggregation tools for financial advisors and institutions.
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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 23 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 23 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 →
Tech stack
eMoney Advisor competitors
A few of eMoney Advisor's closest competitors — see the full list of competitors and alternatives →
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.
NDEX Systems provides a wealth management, investment accounting, and financial data platform for family offices, portfolio managers, and accounting firms.
Macroaxis provides a wealth optimization platform offering financial research, analytics, and portfolio management tools.
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.
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.
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.
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More on eMoney Advisor in Xcout Intel
- 9 named people with titles, LinkedIn and board committees
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access