Moneytree Software - M&A Summary, Ownership, and Business Overview

SoftwareCompany

Moneytree Software M&A Summary

Moneytree Software has acquired 1 company of its own, including 1 in the last 5 years.

Moneytree Software has acquired in 1 US state. The Company’s most targeted sectors include internet software and services (100%).

Moneytree Software Ownership

Who owns Moneytree Software?

Moneytree Software is owned by AccuTech Systems. It was acquired on June 18, 2019.

Moneytree Software Business Overview

Where is Moneytree Software headquartered?

Moneytree Software is headquartered in Muncie, Indiana.

What sector is Moneytree Software in?

Moneytree Software is a software company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Moneytree Software

Moneytree Software

115 South Walnut St.,
Muncie, Indiana 47305
United States,
(877) 421-9815
www.moneytree.com

Moneytree Software is a provider of cloud-based financial planning solutions that focuses on empowering independent planners and advisors to develop mathematically advanced tools that produce accurate, repeatable results, inspiring the trust and confidence of both financial professionals and their clients. Moneytree Software is based in Muncie, Indiana.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - 1 - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
eFinPLAN LLC 2021-12-16 - Add-on Acquisition
Muncie, Indiana · www.efinplan.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Internet Software and Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Indiana 1 - - -
Total 1 - - -

Company Summary

SECTOR

Software

Subsidiary of

AccuTech Systems, Inc.

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