Sales Rep - Anonymous employee eMoney Advisor Employee Review

3.0
Aug 23, 2018
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

- Culture was inclusive - State-of-the-art HQ in Philly suburbs - Executive management was approachable and genuinely interested in new ideas and feedback from workforce - Industry-leader in providing advisers with comprehensive practice management software -SaaS

Cons

- Pay is below industry average - Nepotism- many associates have parents that are very successful advisers that use eMoney - 95% of employees do not understand financial planning basics-- No FIN, all TECH - Lack of organization/communication between departments - Difficult to assess where you stand in terms of your work performance - 401k plan is weak and health insurance is not comprehensive

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eMoney Advisor Response
7y
Thanks for the feedback. We’re glad to hear you’ve had positive experiences with the leadership team and our culture as we’re committed to creating a comfortable, transparent and collaborative environment for all our employees. We value and consider all feedback and we’ll continue to find ways to improve but would encourage you to please email feedback@emoneyadvisor.com to further discuss your concerns.

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5.0
Feb 18, 2026
Recommend
CEO approval
Business outlook

Pros

Great technology and benefits. Incredibly smart people work here!

Cons

Teams sometimes can feel siloed.

3.0
May 27, 2026
Recommend
CEO approval
Business outlook

Pros

Excellent work-life balance, supportive management, genuinely kind people (really enjoyed my time with my co-workers!)

Cons

Outdated legacy codebase. Many tasks required downskilling. Questionable architectural decisions made by higher-ups. Slow upper-management.

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