Moneytree named a finalist in the 2025 Wealthies Awards
We’re excited to share that Moneytree has been named a finalist in the 2025 Wealth Management Industry Awards — better known as the Wealthies. Our nomination falls under the Technology Providers > Financial Planning category and recognizes the Modernized Platform Enhancements we introduced when we launched Moneytree Elite and Essential this past year. These enhancements […]