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eMoney Advisor: Conshohocken financial software firm to open San Diego office

The company, which builds web and mobile apps for financial advisors and companies, has nearly 12,000 financial advisors that rely on its products, a spokeswoman said. The new office coincides with the launch of the latest version of 360, eMoney Advisor's web-based software.

Some of the eMoney Advisor team.

eMoney Advisor, the 13-year-old Conshohocken financial software firm, will open a 15,000 square foot office in La Jolla, a suburb outside of San Diego, next month to support its West Coast customer base, said Mark Constan, the company’s Vice President of Recruiting and Human Resources.

The company, which builds web and mobile apps for financial advisors and companies, has nearly 12,000 financial advisors that rely on its products, a spokeswoman said. The new office coincides with the launch of the latest version of 360, eMoney Advisor’s web-based software.

Founded in 2000 by Villanova graduate Edmond Walters and originally located in Paoli, eMoney Advisor moved to Conshohocken in 2003. Its office is not far from Monetate‘s headquarters. The company was acquired by Commerce Bancorp (now TD Bank) in 2006 for an undisclosed amount.

The company employs about 200, Constan said. A small number of Conshohocken employees are moving to work at the La Jolla office and eMoney is hiring to fill the office, as well.

Walter, 53, lives in Villanova and still leads the company. Before he founded eMoney Advisor, Walters spent two decades as a financial advisor.

One notable alum of eMoney Advisor is C.H. Low, who spent two years as the company’s Executive Vice President of Product Management after he left his position as CTO of dotcom-era VerticalNet in 2001.

Read more on Philly Tech News.

Companies: eMoney Advisor / Monetate
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