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Founded in 2000, eMoney Advisor is a leading financial technology company dedicated to helping financial professionals deliver more meaningful planning experiences and build stronger client relationships. As an early innovator in digital financial planning, eMoney introduced some of the industry’s first advisor technology solutions, transforming the way advisors engage with clients.
Acquired by Fidelity Investments in 2015, eMoney has continued to grow rapidly — expanding its product offerings, tripling in size, and now supporting more than 138,000 financial professionals nationwide. Guided by our mission of helping people talk about money and our vision of creating financial peace of mind for all, our team of 600+ employees across 35+ states is building innovative technology that empowers advisors to strengthen relationships, grow their businesses, and help millions of families plan confidently for the future.
Diversity commitment
Has programs that support a diverse and inclusive workforce
Pledge to thrive
Taking steps to prioritize employee well-being
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