Money Pages

The vendor opportunity at Money Pages

Money Pages is a financial services franchise with headquarters in Florida. The system operates 28 total units—15 company-owned and 13 franchised—giving software vendors a small but concentrated target. The most recent Franchise Disclosure Document (FDD) was filed in 2025 and reveals a system that shrank by 7.143% year-over-year. For vendors, this contraction signals a franchisor that may be open to tools that improve efficiency or unit-level economics. The initial franchise term is 7 years, and the renewal structure allows for three additional consecutive 5-year terms, creating long-term relationships that a vendor could support over time.

Who controls software purchasing

Technology decisions at Money Pages are centralized at the franchisor’s headquarters. The FDD lists Bruce (“Alan”) Worley as President and Chief Executive Officer, making him the ultimate authority on system-wide technology mandates. David Sliman, Vice President of Franchise Sales, and Marie Moon, Director of Franchise Development, are also named executives. For a software vendor, the pitch runs through this small leadership team. There is no parent company on file, so Money Pages appears to be independently owned, meaning decisions are not filtered through a larger corporate structure. No multi-unit operators are mapped in our corpus, reinforcing that the franchisor controls the technology agenda.

Mandated and current tech stack

The 2025 FDD mandates two specific systems: Ad Orbit and Money Pages CRM. Ad Orbit is likely used for advertising operations or media sales management, while the Money Pages CRM is a proprietary or branded customer relationship management tool. No other mandated or recommended technology vendors are disclosed in the filing. For a software vendor, this means any pitch must address how your tool coexists with or improves upon these two mandated platforms. If you sell CRM, marketing operations, or data integration software, you need a clear story about interoperability with Ad Orbit and the Money Pages CRM.

Procurement, renewals, and timing

The FDD does not include an Item 8 extract that would clarify whether Money Pages uses a designated supplier, approved supplier, or open procurement model. This absence means vendors should be prepared to discuss procurement flexibility directly with the executive team. The renewal structure provides some timing signals. After the initial 7-year term, franchisees who meet requirements can enter a successor term for three additional consecutive 5-year periods. These renewal windows, combined with the recent unit decline, may create openings for vendors who can demonstrate a clear return on investment. Average unit volume (AUV) and royalty percentage are not disclosed in the most recent FDD, so financial benchmarking will require direct discovery.

How to read the Money Pages FDD

The full 2025 Money Pages FDD is embedded below. It was filed with state franchise regulators and contains the complete legal and operational disclosures for the system. Vendors should review Item 1 for executive and ownership details, Item 11 for the franchisor’s obligations regarding technology and support, and Item 17 for renewal and termination conditions. Because no Item 8 procurement extract is available, direct conversations with the leadership team will be necessary to understand how software purchasing works in practice. For a ranked target list of franchise systems that match your software’s ideal customer profile, FranCloud can help you prioritize your outreach.