Insights

Niche focus Money Tree Ventures LLC publishes The Millennial Money Tree, indicating a targeted audience focused on financial security in retirement. This presents an opportunity to tailor content partnerships, sponsored placements, and lead generation programs around retirement planning, insurance integration, and financial wellness solutions aligned with millennial demographics.

Small team leverage With a lean team of 2-10 employees, there is likely agility but limited in-house capabilities for large-scale marketing or sales initiatives. This suggests a need for outsourced services, affiliate programs, and scalable tech stack support to enable rapid outbound campaigns and content-driven lead generation.

Revenue potential Reported revenue ranging from $1M to $10M indicates a credible mid-market footprint likely open to partnerships, co-branded products, and performance-based marketing arrangements. Sales opportunities exist in insurance-related product integrations, warranties, and financial security services targeted at retirees and near-retirees.

Tech readiness Adoption of Cloudflare, CDN optimizations, HTTP/3, and modern e-commerce platforms (3dCart, Shift4Shop) signals a tech-savvy operation with potential for digital marketing integrations, affiliate tracking, and secure, fast checkout partnerships suitable for sponsored content and direct-to-consumer offerings.

Market positioning Comparable players in the underwriting and warranty space suggest opportunities to position Money Tree Ventures as a content-driven lead source for insurance, warranty, and financial protection products. Potential for cross-sell opportunities with related providers and value-added services targeting the millennial retirement planning niche.

Money Tree Ventures LLC Tech Stack

Money Tree Ventures LLC uses 8 technology products and services including Cloudflare CDN, 3dCart, Shift4Shop, and more. Explore Money Tree Ventures LLC's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • 3dCart
    Content Management System
  • Shift4Shop
    Content Management System
  • Cloudflare
    Content Management System
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • HSTS
    Security
  • HTTP/3
    Web & Portal Technology

Money Tree Ventures LLC's Email Address Formats

Money Tree Ventures LLC uses at least 2 format(s):
Money Tree Ventures LLC Email FormatsExamplePercentage
First.Last@safeguardguaranty.comJohn.Doe@safeguardguaranty.com
100%

Frequently Asked Questions

What is Money Tree Ventures LLC's phone number?

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You can contact Money Tree Ventures LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Money Tree Ventures LLC's official website and social media links?

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Money Tree Ventures LLC's official website is millennialmoneytree.com and has social profiles on LinkedIn.

How much revenue does Money Tree Ventures LLC generate?

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As of July 2026, Money Tree Ventures LLC's annual revenue is estimated to be $1M - $10M.

What is Money Tree Ventures LLC's NAICS code?

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Money Tree Ventures LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Money Tree Ventures LLC have currently?

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As of July 2026, Money Tree Ventures LLC has approximately 4 employees across 1 continents, including North America. Key team members include Chief Executive Officer: J. L.. Explore Money Tree Ventures LLC's employee directory with LeadIQ.

What industry does Money Tree Ventures LLC belong to?

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Money Tree Ventures LLC operates in the Financial Services industry.

What technology does Money Tree Ventures LLC use?

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Money Tree Ventures LLC's tech stack includes Cloudflare CDN3dCartShift4ShopCloudflareGoogle Fonts APIjQueryHSTSHTTP/3.

What is Money Tree Ventures LLC's email format?

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Money Tree Ventures LLC's email format typically follows the pattern of First.Last@safeguardguaranty.com. Find more Money Tree Ventures LLC email formats with LeadIQ.

When was Money Tree Ventures LLC founded?

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Money Tree Ventures LLC was founded in 2019.
Money Tree Ventures LLC logo

Money Tree Ventures LLC

Financial ServicesNorth Carolina, United States2-10 Employees

Money Tree Ventures LLC operates in the Financial Services sector and is based in Durham, North Carolina. The company publishes The Millennial Money Tree, a publication focused on helping individuals safeguard their financial security in retirement. With a small team, its work appears aimed at providing guidance and resources that support personal financial planning for a younger demographic seeking long-term security. The business is positioned within the broader field of financial protection products and services, offering informational content designed to assist readers in understanding how to insure or protect their future financial stability. The company’s location places it in the Durham area of the U.S. Southeast, reflecting its regional footprint while aligning with the national scope of consumer financial literacy initiatives.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Money Tree Ventures LLC's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Money Tree Ventures LLC's revenue is estimated to be in the range of $1M - $10M

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