eWealthManager is a cloud-based client management and account administration solution designed for financial data aggregators. It enables users to view and monitor client portfolios, streamline portfolio performance visualization and dashboards, analyze what-if scenarios for investments, review outcomes and information reports, respond to marketing events an... show more

Create a Target Segment

Companies Currently Using eWealthManager

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
Orion Innovation orioninc.com 333 Thornall Street 7th Floor Edison NJ 08837 US Technical Software Development & Technical Consulting From 5,000 to 9,999 Over $1,000,000,000 (877) 456-9922 9 months ago
Curo Private Wealth curoprivatewealth.com 11710 Plaza America Dr, Ste 2000 Reston VA 20190-4743 US Finance Brokerage Unknown From $10,000,000 to $49,999,999 (571) 526-4581 a year ago
Granite Financial Group gfg.solutions 1670 Keller Pkwy, Ste 200 Keller TX 76248-3770 US Insurance Insurance Unknown From $1,000,000 to $9,999,999 (817) 379-9323 2 years ago
Richardson Financial Group richardson-financial.com W134N8688 Executive Pkwy Menomonee Falls WI 53051-3310 US Insurance Insurance Less than 10 From $1,000,000 to $9,999,999 (262) 255-4100 2 years ago
Third Eye Associates LTD thirdeyeassociates.com 38 Spring Lake Rd Red Hook NY 12571-2239 US Business Services Management & Business Consulting Less than 10 From $10,000,000 to $49,999,999 (845) 752-2216 2 years ago
Sound Financial Group sfgwa.com 20021 120th Ave NE, Ste 103 Bothell WA 98011-8248 US Finance Brokerage From 50 to 199 From $1,000,000 to $9,999,999 (425) 415-7824 2 years ago

Personalize. Target. Analyze.

Discover companies using eWealthManager by locations, employees, revenue, industries, and more. Compare your target to your CRM or marketing platform. Create campaigns & analyze your results.

Contact Us to view all 28 companies