Part of the family - Client Support Specialist eMoney Advisor Employee Review

5.0
9 Sept 2015
Recommend
CEO approval
Business outlook

Pros

eMoney is a great place! Everyone is very supportive and encouraging. It has a cool feel, in that it is a mix between a tech company and a financial services company.... so you have your techies and your wall streeters... and really everything in between. Management really puts an effort in to make the employees happy. They do everything they can to make the office a happy place to be. It is a special place that was started by some very special people.

Cons

Pretty much everyone starts out in customer service, which isn't an easy thing to do no matter what company you work for. You spend most of the day talking with disgruntled advisors.

Explore other reviews about eMoney Advisor

5.0
18 Feb 2026
Recommend
CEO approval
Business outlook

Pros

Great technology and benefits. Incredibly smart people work here!

Cons

Teams sometimes can feel siloed.

3.0
27 May 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Outdated legacy codebase.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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