Moneytree pricing
3 plans read from moneytree.com
Essential$1,195 a year per user/ per yearGoals-based, retirement and tax planning · Social Security optimization · client portal · Monte Carlo analysis · What-If scenarios · guided data entry Read 7 Oct 2026 · moneytree.com
Elite$2,195 a year per user/ per yearEverything in Essential · cash-flow planning · business ownership and rental real estate analysis · advanced estate planning · Roth conversion calculator · tax strategies and options · audit trail · customizable withdrawal order Read 7 Oct 2026 · moneytree.com
EnterprisePriced on request Contact UsOnboarding and implementation · enterprise-level support · firm-wide planning standardization · scalable licensing · training and adoption assistance · full Moneytree ecosystem Read 7 Oct 2026 · moneytree.com
In short
- Moneytree has a free plan (Enterprise).
- Paid plans published: 2, from $1,195 a year.
- 1 plan is priced on request (Enterprise).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Betterment | $0.05/mo | Yes | No |
| Boldin | $12/mo | Yes | Yes |
| FE CashCalc | £80/mo | Yes | Yes |
| MaxiFi | $12.42/mo | No | Yes |
| MoneyGuide | $10.42/mo | No | Yes |
| myprosperity | A$14.95/mo | Yes | No |
| ProjectionLab | $10.75/mo | Yes | Yes |
| Conquest | — | Yes | Yes |