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Moneytree Software logo — Our Mission: Support trusted advisors and create financially...

Moneytree Software

Our Mission: Support trusted advisors and create financially confident clients.

Founded 1981 United States Muncie, United States 22 employees Financial Services

General Information

Company Name Moneytree Software
Founded Year 1981
Location United States Muncie, United States
Employees 22
Industries Financial Services
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BounceWatch is an independent company data service, not affiliated with Moneytree Software. To contact Moneytree Software, visit moneytree.com.

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About Moneytree Software

Moneytree Software, with its founding in 1981, has a strong presence in the financial services industry, operating from its headquarters in the United States. The company's slogan, "Our Mission: Support trusted advisors and create financially confident clients," encapsulates its core values. Moneytree Software is committed to simplifying the complexities of financial planning with a focus on trust and confidence. With a history spanning over 40 years, Moneytree Software has been dedicated to developing robust financial planning solutions. The company prides itself on providing advisors with a reliable calculation engine, emphasizing the importance of trust as the foundation of client relationships. The firm's unwavering dedication to enhancing advisor-client interactions sets it apart in the wealth management industry. While specific details about the latest investment and involved investors are not currently available, Moneytree Software's longstanding presence and continuous evolution in the financial planning sphere position it as a promising player in the market. As the company remains committed to its mission of empowering advisors and fostering financially secure clients, it presents an intriguing prospect for potential venture capital interest.

Business keywords: financial planning, trusted advisor, financial software, calculation engine, client trust, financial solutions, experience, accuracy, client relationships, simplicity, confidence-building, industry expertise

No funding data available for Moneytree Software yet.

Moneytree Software Alternatives & Competitors

View All Alternatives
Moneytree Software vs
Navigation Financial Group of Amarillo / West Texas Group
Navigation Financial Group of Amarillo / West Texas Group United States

Our core objective is to serve the wealth management needs of our clients with the experience, trust...

4 employees
Financial Services, Wealth Management
Moneytree Software vs
Jones Regan Wealth Management Ltd
Jones Regan Wealth Management Ltd United Kingdom

Financial peace of mind from trusted long term relationships. Financial Advice | Retirement | Inves...

9 employees
Finance, Financial Services
Moneytree Software vs
Legacy Private Trust Company
Legacy Private Trust Company United States

A single business focus: to build and preserve your wealth with intelligence, compassion, and person...

42 employees
Financial Services
View all alternatives

FAQ About Moneytree Software

Our Mission: Support trusted advisors and create financially confident clients.
Moneytree Software was founded in 1981.
Moneytree Software is headquartered in Muncie, United States.
Moneytree Software operates in Financial Services. Its work centres on financial planning, trusted advisor, financial software and calculation engine.
Moneytree Software has approximately 22 employees.
Top alternatives and competitors to Moneytree Software include Navigation Financial Group of Amarillo / West Texas Group, Jones Regan Wealth Management Ltd, Legacy Private Trust Company, Birdfynn Accountants Ltd, CGN Advisors, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Moneytree Software and Navigation Financial Group of Amarillo / West Texas Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Moneytree Software, https://bouncewatch.com/company/moneytree-software, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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