Company profile: eMoney Advisor
1.1 - Company Overview
Company description
- Provider of web-based wealth planning software for financial advisors, offering comprehensive goals-based and cash-flow planning, an interactive Decision Center for scenario modeling, automated account aggregation across institutions to deliver a complete financial picture, and a client portal for convenient client access.
Products and services
- Financial Planning Software: Web-based platform that architects comprehensive goals-based and cash flow planning, engineered to handle complex planning needs and deliver an aggregated, comprehensive view of a client's financial portfolio
- Account Aggregation: Automated feature that aggregates data from multiple investment accounts and outside banking and lending relationships across various financial institutions to produce a complete financial picture
- Decision Center: Interactive tool within the software that models various financial scenarios to aid decision-making during comprehensive planning
Key contacts
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Financial details
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1.2 - Competitors and similar companies to eMoney Advisor
Moka
HQ: Canada
Website
- Description: Provider of a saving and investing app that automatically rounds up everyday purchases and invests the spare change, helping users save more, spend less, and invest smarter to achieve financial goals. Formerly Mylo; Canada's #1 saving and investing app.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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WealthKernel
HQ: United Kingdom
Website
- Description: Provider of API infrastructure for digital investment services, enabling trading and portfolio management, digital onboarding with KYC/AML, fractional securities trading across multiple markets and currencies, UK custody of client money and assets via tier 1 banks, access to UK tax-efficient account wrappers (ISAs, GIAs, SIPPs, JISAs), and payment support for BACS, CHAPS, and direct debits.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full WealthKernel company profile →
BrightScope
HQ: United States
Website
- Description: Provider of web-based financial information solutions for retirement planning and wealth management, bringing transparency to opaque markets and enabling better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full BrightScope company profile →
Datek
HQ: United States
Website
- Description: Provider of online trading services and retail financial services; a Wall Street leader in the conversion to electronic markets and an internet pioneer delivering the power of professional stock trading to individual investors.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Datek company profile →
Kroll Bond Rating Agency
HQ: United States
Website
- Description: Provider of transparent, timely credit ratings and research. Delivers accurate, transparent risk assessments for the investment community, including ratings for asset-backed securities (auto, aviation, energy), residential and commercial mortgage-backed securities (prime, non-prime; agency, conduit, single-borrower), corporate bonds, and financial institutions, plus the KBRA Analytics data and analytics platform.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Kroll Bond Rating Agency company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for eMoney Advisor
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to eMoney Advisor
2.2 - Growth funds investing in similar companies to eMoney Advisor
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4 - Top valuation comps for eMoney Advisor
4.2 - Public trading comparable groups for eMoney Advisor
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