Moneytree Software
Financial Services • 
Muncie, Indiana, United States • 21-50 Employees
Company overview
| Headquarters | 115 S Walnut St, Muncie, Indiana 47305, US |
| Phone number | +18774219815 |
| Website | |
| NAICS | 52 |
| SIC | 614 |
| Keywords | Financial Planning Software |
| Founded | 1981 |
| Employees | 21-50 |
| Socials |
Key Contacts at Moneytree Software
Brandon Burton
Regional Sales Director
Patrick M Spencer
Managing Director
Marc Wiggins
Boss/Owner
Moneytree Software Email Formats
Moneytree Software uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@moneytree.com), used 70% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@moneytree.com | 70% |
{first initial} | j@moneytree.com | 20% |
{first initial}.{last name} | j.doe@moneytree.com | 10% |
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.
Moneytree Software revenue & valuation
| Annual revenue | $65,400,000 |
| Revenue per employee | $2,973,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $209,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Moneytree Software has 16 employees across 6 departments.
Departments
Number of employees
Funding Data
Moneytree Software has never raised funding before.
Moneytree Software Tech Stack
Discover the technologies and tools that power Moneytree Software's digital infrastructure, from frameworks to analytics platforms.
Mobile frameworks
JavaScript libraries
JavaScript libraries
JavaScript libraries
JavaScript libraries
Maps
WordPress themes
Analytics
Page builders
Miscellaneous
JavaScript libraries
Spain
Austria
Germany
Frequently asked questions
4.8
40,000 users
