Company Culture

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

Before you go...

Please consider supporting Technical.ly to keep our independent journalism strong. Unlike most business-focused media outlets, we don’t have a paywall. Instead, we count on your personal and organizational support.

3 ways to support our work:
  • Contribute to the Journalism Fund. Charitable giving ensures our information remains free and accessible for residents to discover workforce programs and entrepreneurship pathways. This includes philanthropic grants and individual tax-deductible donations from readers like you.
  • Use our Preferred Partners. Our directory of vetted providers offers high-quality recommendations for services our readers need, and each referral supports our journalism.
  • Use our services. If you need entrepreneurs and tech leaders to buy your services, are seeking technologists to hire or want more professionals to know about your ecosystem, Technical.ly has the biggest and most engaged audience in the mid-Atlantic. We help companies tell their stories and answer big questions to meet and serve our community.
The journalism fund Preferred partners Our services
Engagement

Join our growing Slack community

Join 5,000 tech professionals and entrepreneurs in our community Slack today!

Trending

The person charged in the UnitedHealthcare CEO shooting had a ton of tech connections

From rejection to innovation: How I built a tool to beat AI hiring algorithms at their own game

Where are the country’s most vibrant tech and startup communities?

The looming TikTok ban doesn’t strike financial fear into the hearts of creators — it’s community they’re worried about

Technically Media