Money Tree Software
Money Tree is a financial planning software for advisors.
Market Share of Money Tree Software
Current Customer(s)
21
Market Share (Est.)
0.23%
Ranking
#16
Top Competitors and Alternatives of Money Tree Software
The top three of Money Tree Software’s competitors in the Other Finance And Accounting category are ProfitWell with 56.06%, Money Guide Pro with 13.13%, Newtek with 11.36% market share.
Popular Comparisons
Top Competitors and Alternatives of Money Tree Software
The top three of Money Tree Software’s competitors in the Other Finance And Accounting category are ProfitWell with 56.06%, Money Guide Pro with 13.13%, Newtek with 11.36% market share.
Money Tree Software vs ProfitWell
Money Tree Software vs Money Guide Pro
Money Tree Software vs Newtek
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Money Tree Software vs MileIQ
Customers of Money Tree Software
Around the world in 2024, over 21 companies have started using Money Tree Software as Other Finance And Accounting tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| Raymond James Financial | 10,000+ | St. Petersburg | Florida | United States |     |
| LPL Financial Holdings, Inc. | 5,000 - 9,999 | San Diego | California | United States | |
| Moneytree | 500 - 999 | Seattle | Washington | United States | |
| Deseret Mutual | 250 - 499 | Salt Lake City | Utah | United States | |
| Accutech Systems | 100 - 249 | Muncie | Indiana | United States | |
| Campbell Wealth Management | 20 - 49 | Alexandria | Virginia | United States | |
| Fusion Capital | 20 - 49 | Mount Pleasant | South Carolina | United States | |
| Csenge Advisory Group, LLC | 10 - 19 | Clearwater | Florida | United States | |
| The Wealth Management Group Llp | 0 - 9 | Shipley | England | United Kingdom | |
| Morris Financial Concepts, Inc. | 0 - 9 | Mount Pleasant | South Carolina | United States | |
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Money Tree Software Customers by Products and Services
The top three products and services offering customers that use Money Tree Software for Other Finance And Accounting are Retirement Planning (6), Financial Planning (6), Estate Planning (6).
Customers
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Money Tree Software Customers by Employee Size
The majority of Money Tree Software's customers for the other-finance-and-accounting category fall in the company size of 0 - 9 employees (9 companies), 20 - 49 employees (5 companies), 250 - 499 employees (2 companies).
Employee Size
Money Tree Software Customers by Geography
The top three geographies of Money Tree Software for other-finance-and-accounting are the United States with 17(80.95%), United Kingdom with 3(14.29%), Canada with 1(4.76%) customers respectively.
Customers
Employees of Money Tree Software
Also see other Products/Services by Money Tree Software in:
FAQ
Find answers to the most often asked questions by users.
Who are the top Money Tree Software competitors?
Money Tree Software’s Top competitors in the other-finance-and-accounting category are ProfitWell, Money Guide Pro, Newtek. You can view a full list of Money Tree Software competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of Money Tree Software and 40,000 other technologies on the internet. You can also compare Money Tree Software and its feature with top competitors here : Money Tree Software vs ProfitWell Money Tree Software vs Money Guide Pro Money Tree Software vs Newtek.
What is Money Tree Software customer distribution based on company size?
What is Money Tree Software market share in the other-finance-and-accounting?
What are the top countries that use Money Tree Software?
What are the top industries that use Money Tree Software?
Justine Lyon
Senior VP of Sales, Ally
At my previous organization we used Zoominfo and LInkedIn Navigator for contact, Bombora for intent and DiscoverOrg for account info. When I joined Ally where we use 6sense, I found it to be as valuable as all the other tools combined!
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