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Moneytree pricing

#15 of 34 in Financial Planning SoftwareFinancial Advisor Software

3 plans, from 1195 USD · prices checked 20 Sep 2026

8.6/10Editor score
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Moneytree pricing at a glance

Plans From $1,195/user/yr · 14-day trial No free plan — trial or paid only. Prices re-checked Sep 2026.
See plans on moneytree.com

Moneytree plans & pricing

PlanPriceKey limits
Essential$1,195/user/yr
  • Goals-based planning
  • Retirement planning
  • Tax planning
  • Social Security optimization
  • Client portal
  • Monte Carlo analysis
Elite$2,195/user/yr
  • Everything in Essential
  • Cash-flow-based planning
  • Business ownership analysis
  • Rental real estate planning
  • Advanced estate planning
  • Roth conversion calculator
EnterpriseNot published
  • Onboarding and implementation
  • Enterprise-level support
  • Firm-wide planning standardization
  • Dedicated support resources
  • Scalable licensing options
  • System training

Prices as published by the vendor on moneytree.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free trial
    14 days
  • Integrations
    1 integrations: Wealthbox CRM
  • Free plan
    No
  • Scenario analysis
    Yes

Our full Moneytree verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Sep 2026

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