Moneytree Software logo

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
34

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  • United States Of America
    34

Moneytree Software's Leadership

  • Stylized image of a person
    G. S.
    President
  • Stylized image of a person
    E. R.
    Owner Designer
  • Stylized image of a person
    M. M.
    Owner
  • Stylized image of a person
    A. G.
    Vice President
  • Stylized image of a person
    R. H.
    Manager
  • Stylized image of a person
    D. R.
    Senior Estimator
  • Stylized image of a person
    C. S.
    Programmer
  • Stylized image of a person
    N. J.
    Attorney

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
  • Stylized image of a person
    E. R.
    Owner Designer
    Oct 17, 2024
  • Stylized image of a person
    G. S.
    President
    Oct 17, 2024
  • Stylized image of a person
    M. M.
    Owner
    Oct 23, 2024
  • Stylized image of a person
    A. G.
    Vice President
    Oct 16, 2024
  • Stylized image of a person
    R. H.
    Manager
    Oct 22, 2024
  • Stylized image of a person
    D. R.
    Senior Estimator
    Oct 18, 2024
  • Stylized image of a person
    C. S.
    Programmer
    Oct 21, 2024
  • Stylized image of a person
    N. J.
    Attorney
    Oct 16, 2024

Frequently Asked Questions

What is Moneytree Software known for?

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Moneytree Software was founded in 1981 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Moneytree Software's company overview page for more information.

What is Moneytree Software's most common email format?

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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?

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Moneytree Software has approximately 20 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Moneytree Software's key employees and leadership?

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As of July 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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