Money Tree Software
Financial Software · Oregon, United States · 11-50 Employees
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Overview
Headquarters
2430 NW Professional Dr, Corvallis, Oreg...Phone Number
(877) 421-9815Website
www.moneytree.comRevenue
$7.3 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Money Tree Software
Moneytree Software provides a comprehensive financial planning solution designed for financial advisors who prioritize building strong client relationships and guiding them through their wealth journeys. The platform offers tools for accurate calculations, portfolio visualization, and client engagement, enabling advisors to simplify complex financial information for their clients. With a focus on transparency and trust, Moneytree aims to help advisors deliver personalized plans and foster greater client interaction. Their innovative features, such as interactive scenario planning and best-in-class reporting, equip advisors to maintain client loyalty while growing their business.Explore more
Money Tree Software Org Chart
QM
Regional Sales Manager
CI
Manager, Accounts
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Money Tree Software financials insights
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2013
Angel/Seed
$1.6M
Money Tree Software Tech Stack
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Money Tree Software News & Media
Moneytree Software Acquires Financial Planning Hub eFinPlan
MUNCIE, Ind., Dec. 16, 2021 /PRNewswire/ -- Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, announced today the acquisition of eFinPlan, a website dedicated to helping individuals understand the...
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Moneytree Software provides a comprehensive financial planning solution designed for financial advisors who prioritize building strong client relationships and guiding them through their wealth journeys. The platform offers tools for accurate calculations, portfolio visualization, and client engagement, enabling advisors to simplify complex financi... Read More
