Think of this as our “about us” elevator pitch in written form! It’s concise, consistent, and ready for reuse across channels!
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 138,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 7 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.
Please make sure you are using your desktop applications (Word and Outlook) to edit and copy/paste your email signature to avoid any errors when updating.
Your new eMoney signature is now ready to use in Outlook!
If you have a MAC, please follow these instructions.
Whether you’re partnering with a vendor for swag, launching a new platform, or creating internal or external materials, it’s important that our logos are used correctly and consistently.
Before you send anything out, please be sure to consult with the Creative team. We’re here to help ensure the logo is applied in line with our brand standards – keeping our identity strong, professional, and cohesive.
When to reach out:
If you’re unsure, it’s always better to ask! Contact the Creative Team: Creative@emoneyadvisor.com
Sometimes clients request to use the eMoney logo or screenshots from the app for their own marketing purposes. If you receive a request like this from a client, please have the client complete the form below and follow the formal process outlined here.
These headers are great to add to your LinkedIn profile to help strengthen the eMoney brand! Click on any of the images below to open a new window with the full-size image. Simply right click > Save As and then uploaded to your LinkedIn profile!
Add one of these backgrounds to your next Zoom or Teams meeting! Leave the “mirror image” box checked when using to display the logos correctly. Click on any of the images below to open a new window with the full-size image, right click, and save as to save to your PC.
As eMoney charges forward — launching new products, reaching new customers and expanding internally — it is essential that the eMoney brand grows with it. We want to make sure that the brand captures new audiences while keeping existing customers loyal and happy. This document will help you understand how the eMoney Brand is evolving and will serve as a guide for implementing the eMoney Brand Identity System, which includes the following elements:
The numbers below are as of September 30, 2025. Please use these numbers for all references and collateral containing this information. Any asset that has different numbers should be updated.
Please note: When a specific # is not appropriate, use the estimate language that reflects what’s in the boiler plate above: i.e. ‘More than’ 138K users, more than 7M households.
