The last nine months have been filled with exciting recognition for eMoney, with multiple industry awards highlighting our continued leadership in innovation, education, product excellence, and commitment to client success. Each recognition is a reflection of the hard work, collaboration, and dedication our employees bring every day as we continue shaping the future of financial planning technology.
🎉 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!
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!
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
🍾 Congratulations to the eMoney team and the winners of the 2025 The Stevie® Awards for Sales and Customer Service in the following categories: 🏅 Back-Office Customer Service Professional of the Year: Kate Hynson (Gold) 🏅 Customer Service Training Professional of the Year: Ania Iguitian (Silver) 🏅 Front-Line Customer Service Professional of the Year: Veronica Bergey (Bronze) 👇🏽 Catch all the exciting moments from the event below!
Our Marketing team concluded last week’s on-site event with three memorable days of connection and collaboration. The agenda included a candid Q&A session with eMoney CEO Susan McKenna, engaging team-building activities, and a meaningful volunteer opportunity with Bringing Hope Home, a nonprofit that provides financial and emotional support to local families affected by cancer. 👇🏽 Here are some highlights of from the meeting.
