About Moneytree Software
Moneytree Software is a company based in Muncie (United States) founded in 1981. It operates as a SaaS (Software-as-a-Service). Moneytree Software offers products and services including Financial Planning Software and Portfolio Visualization & Analytics. Moneytree Software operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Muncie, United States
- SectorsTechnology
- Phone•••• ••••
- Website moneytree.com
- Social LinkedIn X Facebook
- Legal Name Moneytree Software, An Accutech Company
Products & Services of Moneytree Software
Moneytree Software offers a comprehensive portfolio of products and services, including Financial Planning Software and Portfolio Visualization & Analytics.
Software for creating detailed financial plans for clients.
Tool for visualizing and analyzing client portfolio performance.
Competitors of Moneytree Software
Moneytree Software operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| seic.com | 1968 | Oaks, United States | – | 5,061 | Wealth and investment management solutions are offered to institutional investors. | |
| avaloq.com | 1985 | Zurich, Switzerland | $301.11M | – | Cloud-based solutions for financial institutions are provided by Avaloq. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| broadridge.com | 2007 | New York, United States | – | 14,600 | Cloud-based accounting and financial management solutions are offered to businesses. | |
| onevest.com | 2021 | Calgary, Canada | $38.75M | 90 | No-code platform for wealth management is provided by OneVest. | |
| envestnet.com | 1999 | Berwyn, United States | – | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. | |
| milessoft.com | 1999 | Mumbai, India | $8.54M | 210 | Back-office solutions are offered to wealth managers and financial institutions. |
Detailed competitors of Moneytree Software
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- Full competitor set
- Operating metrics
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Web traffic of Moneytree Software
The website of Moneytree Software (moneytree.com) receives about 19K visits a month.
- Monthly visits19K
▼ 2.5% vs previous month
Websites whose visitors overlap most with Moneytree Software. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| moneyguidepro.com | 100% | 173.3K | #127,275 | View details | |
| emoneyadvisor.com | 100% | 177.6K | #236,175 | View details | |
| mywealthtrace.com | 94% | – | #941,636 | View details | |
| financelogix.com | 87% | – | – | View details | |
| advisorsoftware.com | 84% | – | – | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 19 similar websites and full traffic analytics for Moneytree Software
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 19 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Moneytree Software
Complete news archive for Moneytree Software
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Similar companies to Moneytree Software
10 companies that operate in the same segment as Moneytree Software (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Moneytree Software
Moneytree Software was founded in 1981.
Moneytree Software is headquartered in Muncie, United States. It is registered at Muncie, Indiana, United States.
Financial planning solutions are offered by Moneytree Software to support advisors in delivering effective client plans. Tools for portfolio visualization, analytics, and real-time scenario modeling are provided. The platform is designed to streamline planning processes, reduce preparation time, and enhance advisor-client relationships through transparent reporting and compliance-friendly features. Integration with existing tech stacks, such as CRM and portfolio management systems, is supported to improve efficiency. The focus is placed on building trust and driving revenue growth for advisory firms in the financial sector.
Moneytree Software offers Financial Planning Software and Portfolio Visualization & Analytics.
Moneytree Software operates through Moneytree Software, An Accutech Company.