Valerie Rivera Email Address
@emoneyadvisor.com
Senior Product Marketing Manager
Advisors, firms, and enterprises choose eMoney for leading financial planning software and more. Our comprehensive solutions support your business' needs.
eMoney Advisor, founded in 2000, is the only wealth management system for financial advisors that offers transparency, security, mobile access and superior organization for everything that impacts their clients' financial lives. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. It is our mission to revolutionize the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. We proudly serve a diverse client base of financial professionals including 93 of the top 100 broker dealers, 9 out of the top 10 major insurance companies, several top-tier banks, a top CPA firm, and thousands of independent Registered Investment Advisors nationwide. eMoney continues to deliver innovative solutions to financial advisors that are reinventing wealth management technology.
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