Accutech Systems
Accutech Systems Corporation is a privately held Muncie, Indiana holding company operating Cheetah (trust accounting software), Moneytree (financial planning software), and Intersection (marketing agency) to serve banks, wealth management firms, and financial advisors nationwide through subscription and professional services revenue.
- Company typePrivate
- Founded1987
- HeadquartersMuncie, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Accutech Systems does
Accutech Systems Corporation LLC is a privately held holding company headquartered in Muncie, Indiana, founded in 1987. The company operates a portfolio of three wholly-owned subsidiaries serving the financial technology and services industry. Cheetah provides trust accounting and wealth management software, marketed as the industry's first browser-based, cloud-powered, and mobile-ready platform in its category and a four-time Inc. 5000 recipient. Moneytree, acquired in June 2019, offers financial planning software built on more than 40 years of continuous development and was rated #1 in overall satisfaction in the 2025 Kitces report. Intersection is a marketing and branding agency with 50 years of combined industry experience, serving trust and wealth, fintech, nonprofit, and destination marketing organizations.
The underlying technology consists of cloud-powered, browser-based, mobile-ready enterprise software platforms. Cheetah's differentiator is its novel browser/cloud/mobile architecture for trust accounting; Moneytree's is described as the most accurate financial planning calculation engine on the market. In April 2026, Cheetah launched a native integration with Orion to unify trust accounting and portfolio management into a single advisor workflow. There is no evidence of proprietary AI/ML capabilities, patents, or formal compliance certifications in the input data.
Accutech's revenue model combines recurring software subscriptions (Cheetah, Moneytree) with professional services revenue from the Intersection marketing agency. Go-to-market is a B2B direct enterprise sales motion targeting banks, wealth management firms, financial advisors, and select nonprofit and fintech organizations nationwide. Pricing is quote-based and not publicly disclosed. The company has expanded its marketing-services arm in 2026 with five new hires, indicating active but measured investment across the portfolio.
Accutech Systems firmographics
Firmographics- Name
- Accutech Systems
- Legal name
- Accutech Systems Corporation LLC
- Website
- https://trustasc.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Accutech Systems Corporation is a privately held Muncie, Indiana holding company operating Cheetah (trust accounting software), Moneytree (financial planning software), and Intersection (marketing agency) to serve banks, wealth management firms, and financial advisors nationwide through subscription and professional services revenue.
- Ownership category
- akta.pro rank
Accutech Systems industry classification
Industry- Product category
- Trust and Wealth Management Software
- NAICS
- Computer Systems Design Services (541512), Portfolio Management and Investment Advice (523940), Advertising Agencies (541810)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Global Custody (Multi-Asset Safekeeping) (FSAAAOAA)
Keywords
Where Accutech Systems is headquartered
LocationHeadquarters
- HQ city
- Muncie
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Accutech Systems business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Software Subscriptions: Subscription-based revenue from Cheetah trust accounting software and Moneytree financial planning software platforms serving banks and wealth management firms.
- Marketing Services: Professional marketing and branding agency services through Intersection serving trust & wealth, fintech, nonprofit, and destination marketing organizations.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Accutech Systems product offering
Product offeringCore offering
Accutech Systems Corporation is a holding company that develops and delivers cloud-powered, browser-based, mobile-ready trust accounting and wealth management software (Cheetah), financial planning software for advisors and wealth professionals (Moneytree), and marketing and branding agency services (Intersection) to banks, wealth management firms, financial advisors, and select nonprofit and destination marketing organizations in the United States.
Product overview
Accutech Systems Corporation offers a portfolio of three distinct financial technology and service solutions: Cheetah (trust accounting and wealth management software - browser-based, cloud-powered platform), Moneytree (financial planning software with over 40 years of innovation), and Intersection (marketing and branding agency services). These products serve banks, wealth management firms, advisors, and financial professionals nationwide.
Differentiator
Problem solved
Functional benefit
Brands
- Cheetah: Industry's most advanced trust accounting and wealth management software - the first platform of its kind to be browser-based, cloud-powered, and mobile-ready. A four-time Inc. 5000 recipient trusted by banks and wealth management firms nationwide.
- Moneytree
- Intersection
Products and services
- Cheetah Cheetah is a cloud-powered, browser-based, mobile-ready trust accounting and wealth management software platform for banks and wealth management firms. It is described as the industry's most advanced trust accounting and wealth management software and a four-time Inc. 5000 recipient.
- Moneytree Moneytree is a financial planning software product for advisors and wealth professionals with over 40 years of innovation. It is rated #1 in overall satisfaction in the 2025 Kitces report and is described as having the most accurate calculation engine on the market.
- Intersection Intersection is a marketing and branding agency service for trust and wealth, fintech, nonprofit, and destination marketing organizations, offering brand development, marketing strategy, content marketing, and performance marketing with 50 years of combined industry experience.
Quantifiable outcome
- Rated #1 in overall satisfaction in the 2025 Kitces report
- +1 more outcomes
Companies that use Accutech Systems
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Accutech Systems technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature2 records
Accutech Systems partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- OrioncoreCheetah, the leading provider of trust accounting and administration software, announced an integration with Orion, a premier provider of portfolio management solutions. This integration unifies trust accounting and portfolio management to streamline advisor workflows for banks and wealth management firms.
Scale indicators1 record
Recent moves4 records
Expansion highlights4 records
Accutech Systems competitors and assessment
Company assessmentDirect peers
- Orion (Orion Advisor Tech): Provider of portfolio management, CRM, and advisor workflow software for wealth management firms. Accutech's Cheetah subsidiary has a native commercial integration with Orion to unify trust accounting and portfolio management, making them direct partners and category-level peers.
- MoneyGuidePro: Financial planning software used by advisors — also tracked in the Kitces report. It competes head-to-head against Accutech's Moneytree platform for advisor financial planning tool selection.
- eMoney Advisor: Fidelity-owned financial planning and client engagement platform for advisors. Direct competitor to Accutech's Moneytree and overlaps with the broader wealth workflow Accutech sells into.
- Tamarac (S&P Global): Advisor technology platform offering CRM, portfolio management, and rebalancing tools for RIAs and wealth firms. Competes with Accutech's Cheetah and Moneytree in the integrated advisor workflow category.
- Trustware: Trust accounting and trust operations software provider for community and mid-sized banks. Direct competitor to Accutech's Cheetah in the same bank trust accounting niche.
Broad incumbents
- Envestnet: Large incumbent wealthtech platform offering portfolio management, advisor workflows, and data analytics across banks and wealth firms. Competes broadly with Accutech across the bank and RIA advisor workflow stack.
- SS&C Technologies (Advent / Black Diamond): Enterprise financial software provider serving asset managers, wealth firms, and banks. Overlaps with Accutech's trust accounting and wealth management software footprint via Advent and other product lines.
- SEI Investments: Long-established provider of investment processing, trust and custody technology, and wealth management solutions for banks. Competes in the bank trust accounting segment adjacent to Accutech's Cheetah customer base.
Emerging players
- Advyzon: Cloud-based advisor technology platform combining CRM, portfolio management, and client portals for small and mid-sized RIAs. Emerging competitor that overlaps with Accutech's Moneytree and Cheetah workflows.
- Addepar: Wealth management technology platform providing data aggregation, analytics, and reporting for advisors and family offices. Increasingly competitive with Accutech in the higher-end wealth and family office segment.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Accutech Systems social profiles
Digital presenceAccutech Systems financial estimates
Financial estimateRevenue estimate
Valuation estimate
Accutech Systems leadership team
Management profileNumber of profiles
Profiles1 record
Accutech Systems subsidiaries and ownership
Company hierarchySubsidiaries3 records
Accutech Systems funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Accutech Systems M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Accutech Systems
What does Accutech Systems do?
Accutech Systems Corporation is a holding company that develops and delivers cloud-powered, browser-based, mobile-ready trust accounting and wealth management software (Cheetah), financial planning software for advisors and wealth professionals (Moneytree), and marketing and branding agency services (Intersection) to banks, wealth management firms, financial advisors, and select nonprofit and destination marketing organizations in the United States.
Is Accutech Systems a public or private company?
Accutech Systems is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Accutech Systems founded?
Accutech Systems was founded in 1987. It employs 101 to 250 people.
Where is Accutech Systems based?
Accutech Systems is headquartered in Muncie, United States, in the North America region.
How does Accutech Systems make money?
Two revenue lines are on record. Software Subscriptions are the primary driver. The others are marketing Services.
Who are Accutech Systems's main competitors?
Direct peers on record are Orion (Orion Advisor Tech), MoneyGuidePro, eMoney Advisor, Tamarac (S&P Global) and Trustware. Broad incumbents are Envestnet, SS&C Technologies (Advent / Black Diamond) and SEI Investments. Emerging players are Advyzon and Addepar.
Does Accutech Systems have an API?
No public API is recorded for Accutech Systems.
What industry is Accutech Systems in?
Accutech Systems's product category is Trust and Wealth Management Software. Its primary akta.pro industry code is FSAAAOAA, Global Custody (Multi-Asset Safekeeping). Its NAICS code is 541512 and its SIC code is 7372.