EP Wealth Advisors leveraged eMoney to support its growth strategy and enhance comprehensive financial planning services. Managing around $16 billion in assets and serving over 14,000 clients, the firm focuses on personalized advice tailored to diverse client groups such as executives, business owners, and divorcees. Through its planning approach centered on understanding client needs, EP Wealth delivers holistic financial strategies aligned with long-term goals. Since 2018, the firm has expanded significantly through mergers and acquisitions, strengthening its national presence. By integrating eMoney, EP Wealth improved operational efficiency, standardized planning processes, and enhanced client engagement, enabling scalable growth and consistent delivery of high-quality, data-driven fina

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