eMoney Advisor vs Finary
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
FinaryWealth Management
$59/yearPublished price
eMoney Advisor Financial Planning & Analysis Faster Planning, More Possibilities | Finary Wealth Management Investir et gérer son patrimoine | |
|---|---|---|
| Overview | ||
| Category | Financial Planning & Analysis | Wealth Management |
| What it is | Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice. | Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios. |
| Pricing | ||
| Published price | From $379 / mo Widely reported around $379/mo per advisor for the full emX platform (roughly $3,500+/yr); a lighter emX Select tier is lower cost. Fidelity custody clients may get preferential p… | $59/year Finary publishes a free plan and annual paid tiers starting at EUR 54.99/year, shown as EUR 1.05/week. Plus is EUR 149.99/year and Pro is EUR 349.99/year; trial language on the pr… |
| Pricing model | Custom quote | Tiered plans |
| Free options | No free plan · Free trial | Free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2000 | 2020 |
| Team size | 501-1000 employees | 11-50 employees |
| Headquarters | Radnor, PA | Paris, France |