Company profile
Moneytree Software
Our Mission: Support trusted advisors and create financially confident clients.
- Industry
- Financial Services
- Employees
- 20
- Headquarters
- Muncie, Indiana
- Founded
- 1981
- LinkedIn followers
- 885
- Office locations
- 2
Moneytree Software company summary
Moneytree Software is a company in the Financial Services industry, headquartered in Muncie, Indiana, founded in 1981. On LinkedIn the company has around 20 employees and 885 followers. The company lists 2 office locations. Its listed specialties include Financial Planning Software.
What technology does Moneytree Software use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Moneytree Software
Moneytree Software has a rich history in financial planning and an eye for making the complex—simple. We’re serious about delivering the strongest calculation engine in the financial planning and wealth management industry advisors can trust. And we believe everyone should have a financial plan, and we won’t stop until we help you build them all. Trust is the linchpin in the financial advisor’s toolset. Your clients trust you with their life’s story, fears, and dreams. In turn, your financial planning software needs to provide accurate, consistent results that inspires trust and confidence in both you and your clients. Our mission is like yours—we believe in making great things happen for other people. We’ve been developing financial planning solutions for 40 years, and we’re continuously refining our software to grow your business and be the trusted advisor for your clients. Our experience serving financial and wealth professionals results in the most accurate calculation engine on the market and why our clients have trusted us for decades.
Specialties
Where is Moneytree Software located?
Moneytree Software lists 2 office locations.
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|---|---|---|---|---|
Moneytree Software moneytree.com | Financial Services | 20 | 1981 | Muncie, Indiana |
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Frequently asked questions about Moneytree Software
What does Moneytree Software do?
Moneytree Software has a rich history in financial planning and an eye for making the complex—simple. We’re serious about delivering the strongest calculation engine in the financial planning and wealth management industry advisors can trust. And we believe everyone should have a financial plan, and we won’t stop until we help you build them all. Trust is the linchpin in the financial advisor’s toolset. Your clients trust you with their life’s story, fears, and dreams. In turn, your financial planning software needs to provide accurate, consistent results that inspires trust and confidence in both you and your clients. Our mission is like yours—we believe in making great things happen for other people. We’ve been developing financial planning solutions for 40 years, and we’re continuously refining our software to grow your business and be the trusted advisor for your clients. Our experience serving financial and wealth professionals results in the most accurate calculation engine on the market and why our clients have trusted us for decades.
How many employees does Moneytree Software have?
Moneytree Software has around 20 employees on LinkedIn.
Where is Moneytree Software headquartered?
Moneytree Software is headquartered in Muncie, Indiana.
Where does Moneytree Software have offices?
Moneytree Software lists 2 office locations, including Muncie, Indiana, US; Corvallis, Oregon, US.
When was Moneytree Software founded?
Moneytree Software was founded in 1981.
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