Moneytree Software

Financial ServicesIndiana, United States11-50 Employees

Moneytree Software is a financial services company based in Muncie, Indiana, that develops financial planning software for financial and wealth professionals. It emphasizes a precise calculation engine that delivers accurate and repeatable results for client financial plans, backed by four decades of industry experience.

Its customers are financial and wealth professionals who rely on trustworthy planning tools to support client conversations and decisions. It operates as a small-to-mid-sized provider within the financial services sector, prioritizing reliability and consistency in its planning calculations. In 2025, Moneytree Software was acquired by MUFG Bank, Ltd.

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