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eMoney Advisor vs iCapital

eMoney Advisor logo
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
iCapital logo
iCapitalWealth Management Platforms
eMoney Advisor logo
eMoney Advisor
Financial Planning & Analysis

Faster Planning, More Possibilities

iCapital logo
iCapital
Wealth Management Platforms

Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale

Overview
CategoryFinancial Planning & AnalysisWealth Management Platforms
What it isFinancial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.Alternative investment platform providing technology for advisors to access private markets products.
Pricing
Published priceFrom $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…
iCapital's current public materials do not provide a citable numeric starting price for the commercial offering. Pricing is therefore treated as sales-led or quote-based.
Pricing modelCustom quoteNot available
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20002013
Team size501-1000 employees501-1000 employees
HeadquartersRadnor, PANew York, NY

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