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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.

Find Moneytree Software employees' phone numbers or email addresses

Moneytree Software Global Highlights

Location
Employees

North America
33

Minus sign iconPlus sign icon
  • United States Of America
    33

Moneytree Software's Leadership

  • President at Moneytree Software
    G. S.
    President
    Mobile Phone
  • Owner Designer at Moneytree Software
    E. R.
    Owner Designer
    Mobile Phone
  • Owner at Moneytree Software
    M. M.
    Owner
    Mobile Phone
  • Vice President at Moneytree Software
    A. G.
    Vice President
    Mobile Phone
  • Manager at Moneytree Software
    R. H.
    Manager
    Mobile Phone
  • Senior Estimator at Moneytree Software
    D. R.
    Senior Estimator
    Mobile Phone
  • Programmer at Moneytree Software
    C. S.
    Programmer
    Mobile Phone
  • Attorney at Moneytree Software
    N. J.
    Attorney
    Mobile Phone

Moneytree Software Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Support
  • Engineering
  • Quality Assurance
  • Sales
  • Other

Contact profiles from Moneytree Software

Name
Title
Contact
Location
Last Update
  • Owner Designer at Moneytree Software
    E. R.
    Owner Designer
    Mobile Phone
    Oct 17, 2024
  • President at Moneytree Software
    G. S.
    President
    Mobile Phone
    Oct 17, 2024
  • Owner at Moneytree Software
    M. M.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Vice President at Moneytree Software
    A. G.
    Vice President
    Mobile Phone
    Oct 16, 2024
  • Manager at Moneytree Software
    R. H.
    Manager
    Mobile Phone
    Oct 22, 2024
  • Senior Estimator at Moneytree Software
    D. R.
    Senior Estimator
    Mobile Phone
    Oct 18, 2024
  • Programmer at Moneytree Software
    C. S.
    Programmer
    Mobile Phone
    Oct 21, 2024
  • Attorney at Moneytree Software
    N. J.
    Attorney
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Moneytree Software known for?

Minus sign iconPlus sign iconMoneytree Software was founded in 1981 and operates in the Financial Services industry. You can contact Moneytree Software's 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?

Minus sign iconPlus sign iconMoneytree Software employees' email format typically follows the pattern of First@moneytree.com. 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?

Minus sign iconPlus sign iconMoneytree Software has approximately 20 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Moneytree Software's key employees and leadership?

Minus sign iconPlus sign icon

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

  • President: G. S.
  • Owner Designer: E. R.
  • Owner: M. M.
  • Vice President: A. G.
  • Manager: R. H.

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