eMoney Advisor vs Qapita
eMoney AdvisorFinancial Planning & Analysis
From $379 / moPublished price
QapitaEquity Management
From $1,600 / yrPublished price
eMoney Advisor Financial Planning & Analysis Faster Planning, More Possibilities | Qapita Equity Management Unlock the Power of Ownership | |
|---|---|---|
| Overview | ||
| Category | Financial Planning & Analysis | Equity Management |
| What it is | Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice. | Equity management platform for cap tables, stock options/ESOPs, 409A valuations, fundraising modeling, and financial reporting from seed to IPO. |
| 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… | From $1,600 / yr Free Spark plan (up to 25 stakeholders, <$1M raised; cap table, equity plans, data room). Surge $1,600/yr (up to 40 stakeholders) adds reporting. Growth $3,000/yr (up to 50) adds… |
| Pricing model | Custom quote | Tiered plans |
| Free options | No free plan · Free trial | Free plan · No free trial |
| Deal on Cubbie | None right now | 20% off + more Live now |
| Company | ||
| Founded | 2000 | 2019 |
| Team size | 501-1000 employees | Not available |
| Headquarters | Radnor, PA | Singapore, Singapore |