This past year, eMoney Advisor was selected for inclusion in LPL’s Vendor Affinity Program, an initiative designed to help advisors reduce the complexity and costs associated with running their businesses. The program offers products and services from a centralized repository of vendors, such as eMoney, to LPL advisors at discounted prices.
It was the quite the night for eMoney on Thursday, Sept. 29, as we attended the 2016 Wealth Management Industry Awards ceremony at the beautiful Mandarin Oriental in New York City. Going in, we had high hopes that we’d come away with an award.
eMoney Advisor is proud to have been named one of the “Best Places to Work” in Philadelphia in the large company category by the Philadelphia Business Journal. Headquartered in the Philadelphia suburb of Radnor, eMoney’s 77,000-square-foot office is home to more than 300 of the brightest minds in the rapidly growing fintech space. The company’s San Diego office earned a similar nod from the San Diego Business Journal earlier this month.
eMoney announced today that the company’s CEO, Ed O’Brien, has been named one of the “Top 25 Most Influential” people in the independent financial advisory industry by Investment Advisor, a publication serving independent investment advisors and financial planners.
A big congratulations to all the eMoney’s team members who took home a Stevie Award this past weekend! Founded nine years ago, The Stevie Awards recognize excellence in sales and customer service. Thousands of candidates from across 60 countries are considered, and award winners are selected after a thorough evaluation process by a panel of 115 judges.
For the fifth time in six years, eMoney has been named to the 2015 list of Best Places to Work in Pennsylvania. Established in 2000, the award program is designed to identify and recognize businesses in Pennsylvania that attract and retain the state’s most talented employees by ranking each company with a combination of detailed analysis of workplace policies and practices, and blind employee surveys.
eMoney was named winner at the 2015 WealthManagement.com Industry Awards, earning the top spot in the Technology Innovation category for its emX wealth-planning platform.
The 2015 Stevie Award winners have been announced, and a few of eMoney’s finest walked away with some hardware. Financial Planning Analyst Celeste Hernandez took home a Silver Stevie for “Front-Line Customer Service Professional of the Year,” Client Support Specialist Tim Corbett won a Bronze Stevie in the “Back Office Customer Service Professional of the…