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 reflect a broader evolution in how financial professionals engage with planning technology and how that technology, in turn, supports deeper advisor-client relationships. Over the past year, our team has focused on refining Moneytree’s interface to be more intuitive, responsive, and presentation-ready. With streamlined workflows, customizable visuals, and more transparent reporting, advisors now have tools that help them spend less time navigating software and more time connecting with clients.
At its core, Moneytree’s mission remains the same: to deliver modern financial planning software that empowers advisors to lead with clarity and confidence. The enhancements we’ve introduced are about more than just design — they represent a commitment to removing friction from the planning process and helping advisors better communicate the value of their work.
Now in its 11th year, the Wealth Management Industry Awards program honors the companies and individuals driving innovation and impact across the financial services space.
Winners will be announced at a live awards ceremony on September 4 in New York City.
We’re proud to be recognized among this year’s finalists, and even prouder to keep building financial planning solutions that help advisors thrive in an ever-changing industry. Thank you for being part of the journey
