Company Information

Get to know Moneytree Software

For over 40 years, Moneytree Software has been a key provider in the financial planning technology industry. The company develops and markets a suite of software solutions that help financial advisors create detailed and accurate financial plans for their clients. Their products, including Moneytree Plan and Moneytree Advise, focus on goal-based planning, cash flow analysis, retirement planning, and wealth management simulations. The company's mission is to empower financial professionals with the tools they need to help individuals and families achieve their financial goals.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Moneytree Software

United States

Founded in

1981 (45 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.