Moneytree

Moneytree Software is a financial services company based in Muncie, Indiana. With a mission to support trusted advisors and create financially confident clients, Moneytree offers a comprehensive suite of services to meet various financial needs. Their software solutions include features for business ownership, education planning, estate planning, life insurance analysis, and retirement distribution. They also provide a personal finance app available on iOS and Android platforms, allowing users to consolidate and manage their financial information in one place. Moneytree has received significant funding and utilizes Amazon Web Services to ensure scalability. The company caters to finance and insurance companies, as well as individuals seeking effective financial planning and management tools.

https://www.moneytreeinc.com/