Transforming the Future of Financial Advice

Our commitment to enhancing the financial planning experience goes beyond building a comprehensive wealth management platform. As a leader in the industry, we deliver the solutions financial professionals need to help their clients realize their financial goals.


OUR MISSION	OUR VISION
Helping People Talk About Money	Financial Peace of Mind for All

How We Innovate

We believe that the freedom to explore new ideas, reimagine new ways of doing things, and solve problems is what drives us forward. From continuous advancements in our core products to grassroots efforts like our incubator projects and internal hackathons—we foster innovation across the company. And we are committed to continually adding value for our clients through cutting-edge technology solutions and services.

Diversity is the Heart of Innovation

At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives and backgrounds inspire a stronger and more creative work environment that delivers better results.

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(610) 684-1100 | eMoneyadvisor.com

Meet Our Leadership Team

Susan McKenna CEO	Joanne Del Signore Head of People Experience	Nicholas J. DiLisi Jr. Head of Technology	Rachel Eccles Senior Vice President, Marketing	Morgan Jones Senior Vice President, Sales
Megan Murray Head of Finance	Jason Reiser Head of Legal & Risk	Matthew Schulte Head of Financial Planning	Tom Sullivan Head of Product	Frank Tropiano Head of Client Services