🎉 We are honored to be named the Bronze winner of three The Stevie® Awards in the 10th annual Stevie Awards for Great Employers in the following categories: 🥉 Achievement in Learning Technology Implementation 🥉 Best Use of Video Learning 🥉 eMoney Employee Engagement Committee (EEC)
As a remote-first company, we know that everyone’s version of work-life balance looks different. That’s why we offer a $600/year flexible work allowance to support what matters most to you – from home office upgrades to wellness essentials. Because when life works better, work does too. Explore our open roles now!
We're excited to spotlight Caroline Grasso, eMoney's Director of Advisor Sales, whose dedication and enthusiasm help shape meaningful experiences for both our clients and our team. Get to know Caroline and her journey in our 25th Anniversary Yearbook!
As we celebrate 25 years of innovation, we are highlighting the individuals who make it all possible. In this spotlight, we are proud to feature David Ferrier, Senior Human Resources Information System Manager. Be sure to check out Dave’s story in our Anniversary Yearbook!
Big shoutout to the 40+ eMoney team members who earned promotions or transitioned into a new role in the first half of 2025! This achievement is a testament to the culture we’ve built – a place where people are empowered to grow, evolve, and truly make an impact. Want to join a company that invests in your growth? Check out our open roles!
As we continue to celebrate 25 years of eMoney this year, we’re excited to highlight the incredible individuals who bring our mission to life daily. Get to know Kristina Rita from our Marketing team in this yearbook spotlight.
The eMoney team used their Volunteer Time Off (VTO) to support the FRIENDS OF THE GLADWYNE JEWISH MEMORIAL CEMETERY—dedicating their time to restoring this historic site and honoring its legacy. 👇🏽 Swipe through to see how their hard work reflects a deep appreciation for preserving memories and giving back to the community.
📢 Big news! We're celebrating 25 years of innovative financial planning! Since 2000, eMoney has transformed how planning is delivered and received. 🎉 Our team is so excited to celebrate this milestone with our clients, partners.
Our teams brought the flavor (and the fun!) during our companywide virtual cooking experience—complete with street tacos and margaritas! Click the image below to see the delicious creations from across the company – and a big shoutout to everyone who joined in from their kitchens!
🎉 We’re excited that our My Plan page on the Client Portal has been selected as winner of the “Wealth Management Innovation Award” in the ninth annual FinTech Breakthrough Awards! 👉 Read more: https://bit.ly/3Y0KTKm
