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.

Founded in

United States