What departments does Moneytree Software have?

Moneytree Software has employees across 7 departments including Arts & Design, Customer Success, Support, Sales, Engineering.

What is the largest department at Moneytree Software?

The largest department at Moneytree Software is Customer Success with 3 employees.

Where are Moneytree Software employees located globally?

Moneytree Software has employees across 2 continents and 2 countries including Indonesia, United States Of America.

How has Moneytree Software's team size changed over time?

Moneytree Software's team has grown from approximately 13 to 14 employees based on available data.

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Moneytree Software Employee Directory

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.

Moneytree Software Global Highlights

North America
38

United States Of America
38

Asia
1

Indonesia
1

Moneytree Software's Leadership

G. S.
President
Mobile Phone
Email
M. S.
President
Mobile Phone
Email
E. R.
Owner Designer
Mobile Phone
Email
M. M.
Owner
Mobile Phone
Email
M. V.
Owner
Mobile Phone
Email
M. W.
Boss/Owner
Mobile Phone
Email
A. G.
Vice President
Mobile Phone
Email
G. E.
Account Manager
Mobile Phone
Email

Moneytree Software Employee Metrics

100%

50%

2026

2025

Banking
Support
Engineering
Quality Assurance
Sales
Other

Contact profiles from Moneytree Software

Name

Title

Contact Info

Location

Last Update

N. J.
Attorney
Mobile Phone
Email
Oct 16, 2024
C. D.
Financial
Mobile Phone
Email
United States
Nov 04, 2025
K. W.
Boss
Mobile Phone
Email
United StatesSouth Carolina
Nov 04, 2025

Frequently Asked Questions

What is Moneytree Software known for?

Moneytree Software was founded in 1981 operates in the Financial Services industry. The company's main headquarters is located in 115 South Walnut Street Muncie, Indiana 47305 United States; you can contact the main corporate office by phone at

+1-541-754-****

. Explore Moneytree Software's company overview page for more information.

What is Moneytree Software's most common email format?

Moneytree Software employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Moneytree Software email formats with LeadIQ.

How many employees does Moneytree Software have currently?

Moneytree Software has approximately 20 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Moneytree Software's key employees and leadership?

As of June 2026, Moneytree Software's key employees include:

President: G. S.
President: M. S.
Owner Designer: E. R.
Owner: M. M.
Owner: M. V.

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Moneytree Software Employee Directory

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