M&A Deal Summary

Moneytree Software Acquires eFinPLAN

On December 16, 2021, Moneytree Software acquired internet software and services company eFinPLAN

Acquisition Highlights
  • This is Moneytree Software’s 1st transaction in the Internet Software and Services sector.
  • This is Moneytree Software’s 1st transaction in the United States.
  • This is Moneytree Software’s 1st transaction in Indiana.

M&A Deal Summary
Date 2021-12-16
Target eFinPLAN
Sector Internet Software and Services
Buyer(s) Moneytree Software
Deal Type Add-on Acquisition

Target

eFinPLAN

Muncie, Indiana, United States
eFinPLAN is an operator of a website dedicated to helping individuals understand the importance of robust financial planning. eFinPlan resources include detailed information on all factors needed to create an effective financial plan, such as life stages and relationships. eFinPlan also offers coaching to prepare them for when they are ready to meet with an advisor. eFinPLAN is based in Muncie, Indiana.

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Buyer(S) 1

Buyer

Moneytree Software

Muncie, Indiana, United States
Category Company
Sector Software
DESCRIPTION

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.

DEAL STATS #
Overall 1 of 1
Sector (Internet Software and Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Indiana) 1 of 1
Country (United States) 1 of 1
Year (2021) 1 of 1
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