eMoney Advisor, LLC

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Ed O’Brien
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Location: Radnor, PA
Founded: 2000

eMoney Advisor, LLC

Ed O’Brien
CEO

EMoney Advisor, LLC builds interactive financial technology for advisory professionals and the clients they serve. “If you think about the history of advisors working with clients to create financial plans, it was a very manual and un-engaging process. Traditionally, advisors took down some information about the client and wrote in their notebook, and then they went back to their office and generated a financial plan,” says Ed O’Brien, CEO of eMoney Advisor. “Our technology is dynamic and allows the advisor and client to collaborate in real time to set goals, change or refine them, and monitor progress as they go.”

WORDS OF WISDOM: “We like to say ‘experience matters’ – for our employees, for our advisors and for the many clients our advisors serve.” 

EMoney Advisor’s solutions have generated tremendous growth for the company. In 2016 alone, the company has added 105 new employees, “which is remarkable considering that just five years ago, we were under 100 employees total,” says O’Brien. “Over that time, we’ve become a prime destination for top tech talent in the Greater Philadelphia area.”