Wrapping Up an Incredible 25th Anniversary Year

The message below was sent from CEO Susan McKenna on Dec. 18, 2025:

As we close this milestone 25th anniversary year, the Core Leadership Team (CLT) and I want to share our deepest gratitude with each of you. Your passion, creativity, and dedication have fueled our success and set the stage for an even brighter future. Together, we’ve turned big ideas and lofty goals into reality—and every achievement has moved us forward. 

eMoney continues to innovate, evolve, and build products and services that lead the industry, along with a values-driven culture that is second to none. Here are just “a few of my favorite things” worth highlighting, among many others. 

• Released more than 25 new features and product updates, including the game-changing Premium Client Portal, which generated nearly $1 million in revenue. 
• Added 10 new integrations, along with hundreds of new sources and connections for data aggregation. 
• Added nearly 30,000 new users across client types for a total of more than 138,000, which propelled eMoney to reach 40% market share two years ahead of goal. 
• Earned a 96% client satisfaction score for customer service and support, reflecting our commitment to exceptional client experiences. 
• Won eight industry awards, recognizing the strength of our people, products, and services.  
• Earned an 87% employee engagement score, which is indicative of the culture we foster together. 

Additionally, at the heart of everything we do is our people, who share a relentless desire to help our clients succeed. To understand just how much our clients rely on eMoney, I encourage you to watch this client panel discussion led by Matt Schulte from this year’s eMoney Summit. In it, you’ll hear directly from power users about how eMoney transforms their businesses—and their clients’ lives. It’s a powerful reminder that what we do matters. 

On behalf of the CLT, thank you for making this year extraordinary and empowering us to deliver “Tomorrow’s Planning, Today.”  Wishing you a joyful holiday season and a happy, healthy new year. Here’s to an exciting 2026—and to continuing our journey as the market leader in financial planning! 

Happy holidays and cheers to the future! 

Susan, Christian, Frank, Fred, Jason, Joanne, Matt, Nick, Rachel, and Tom