Horizon Advisers leveraged eMoney to deliver holistic and comprehensive financial planning that integrates investments, taxes, insurance, and estate strategies. Founded in 2012, the firm serves nearly 1,000 households and manages approximately $710 million in assets. By focusing on interconnected financial needs, it achieved strong outcomes, with 95 percent of new assets driven by comprehensive planning and a 22.7 percent annual growth rate. The firm also added over 130 new clients through its planning process, enhancing client confidence and engagement. Using eMoney, Horizon improved efficiency, scalability, and its ability to provide personalized, data-driven financial guidance.

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