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eMoney Advisor history
eMoney Advisor company history timeline
Today, we’re inundated with digital tools and data streams that challenge us to consider new avenues for delivering value. It’s estimated that robo-advisors now manage over $2.2 trillion in assets without the governance of a financial professional.3 All the while, the number of financial professionals who have taken the CFP certification has grown from 40,000 to over 80,000 since 2000.
By 2003 the Financial Literacy and Education Commission was established and subsequently released a national strategy for financial education.
Americans now celebrate April as National Financial Literacy Awareness Month and President George W. Bush signed an order in 2008 that created an advisory council on financial literacy.
Grubman, James, Kathleen Bollerud, and Cheryl R. Holland. “Motivating and Helping the Overspending Client: A Stages-of-Change Model.” Financial Planning Association, 2011.
His passion for financial literacy led him to publish his first book, “Motivate Your Money!” in 2013.
1 Wagner, Robert. “Can ‘Financial Planning’ Evolve?.” Financial Advisor, 2015.
Financial Planning • Steve Levis • June 30, 2021
At one point in 2021, 25 states had introduced legislation that would add personal finance education to their high school curriculum.1
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eMoney Advisor competitors
| Company name | Founded date | Revenue | Employee size | Job openings |
|---|---|---|---|---|
| BizXchange | 2002 | $5.9M | 75 | - |
| Flexible Plan Investments | 1981 | - | 90 | - |
| Stored Value Solutions - SVS | 1992 | $139.0M | 200 | - |
| Zacks Investment Management | - | $25.0M | 175 | 4 |
| Schaeffer's Investment Research | - | - | - | - |
| Maverick Ventures | 2015 | $1.0M | 15 | - |
| Momenta Inc. | 1979 | $1.8B | 50 | 34 |
| Electronic Payments Exchange | 1979 | $9.0M | 125 | - |
| Trepp | 1979 | $25.0M | 147 | - |
| Ivy Investments | 1937 | $720,000 | 5 | - |
eMoney Advisor history FAQs
Zippia gives an in-depth look into the details of eMoney Advisor, including salaries, political affiliations, employee data, and more, in order to inform job seekers about eMoney Advisor. The employee data is based on information from people who have self-reported their past or current employments at eMoney Advisor. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by eMoney Advisor. The data presented on this page does not represent the view of eMoney Advisor and its employees or that of Zippia.
eMoney Advisor may also be known as or be related to Cmz Financial, LLC, Emoney Advisor, eMoney Advisor and eMoney Advisor LLC.