Moneytree Merit Pricing Overview

Moneytree Merit Pricing Key Insights

Last updated on Apr 09, 2026


Information about Moneytree Merit pricing, plan availability, and costs is not listed on G2 by the vendor. Buyers typically need to engage directly with the vendor to understand pricing options. Final cost negotiations to purchase Moneytree Merit must be conducted with the seller.

Moneytree Merit Alternatives Pricing

The following is a quick overview of editions offered by other Financial Analytics Software

Product Price Features
Betterment at Work
Essential
$100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
An affordable, easy-to-manage 401(k) plan for your employees’ retirement.
  • Dedicated Onboarding specialist
  • Simple payroll integrations with Gusto, Trinet, and other providers
  • 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support
  • Scheduled phone and email support for plan administrators
  • Getting started webinars and emails for employees
Asset-Map
Asset-Map Professional
$149.001 Seats Per Month
Our core solution transforms spreadsheet meetings into visual financial planning breakthroughs.
  • Target-Map Planning Engine
  • Target-Map Cashflow Details
  • Discovery Interview for Prospecting and Fact-finding
  • Stencils
  • Questionnaires
Koyfin
Free
$0.00
The ultimate beginner package; everything you need to get started gaining insight on your investments
  • 2Y financials & 1Y estimates
  • My Portfolio
  • Advanced charting
  • Market & macro dashboards
  • 2 watchlists & 2 screens

Various alternatives pricing & plans

Pricing information for the above various Moneytree Merit alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.