Fidelity Investments Acquires eMoney

Fidelity Investments announced Feb. 2 that it has agreed to acquire eMoney Advisor, a leading wealth planning software firm. The acquisition is part of Fidelity's larger vision to continue enhancing its digital solutions across its retail, workplace and institutional channels, according to a Fidelity news release. 



eMoney Advisor will help Fidelity deliver on several elements of its next generation broker and advisor platform, according to the announcement. The platform, which builds on significant investments Fidelity has already made in its Streetscape® and WealthCentral® workstations, is expected to evolve further to offer comprehensive data management, efficient and integrated office capabilities, as well as collaborative tools for investors, advisors and home offices. 



eMoney Advisor's leadership will remain in place, with its founder Edmond Walters continuing to serve as its chief executive officer. The firm will also maintain its current offices in Pennsylvania and California.



For more on Fidelity’s value-adds for advisors, visit their NAPA Partner Corner page.