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Insights

Independent ownership Moneta AM is 100% owned by its leadership and employees, signaling stability, aligned incentives, and potential for tailored partnership approaches with boutique asset managers seeking aligned interests and flexible collaboration arrangements.

Fund focus The firm specializes exclusively in equity fund management with a fundamental analysis approach, presenting opportunities to cross-sell data analytics, risk monitoring tools, or performance reporting solutions that complement a fundamental investment workflow.

Assets and funds With nearly €3.8 billion AUM across multiple UCITS funds and SMID-cap vintage funds, there is a strong case for offering advanced compliance, fund administration, or performance analytics services to support growth and regulatory needs.

Tech stack Usage of Bloomberg, Python, OpenAI, and modern collaboration tools suggests receptivity to AI-driven research, data processing, and integration solutions; position as a partner for optimization, automation, and data analytics platforms.

Growth potential Relatively lean team (11-50 employees) with modest revenue signals an opportunity for scalable technology deployments, performance measurement, client reporting enhancements, and outsourced services to support scale without large headcount.

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Moneta Asset Management Tech Stack

Moneta Asset Management uses 8 technology products and services including Bloomberg, Microsoft Excel, Apple iCloud Mail, and more. Explore Moneta Asset Management's tech stack below.

  • Bloomberg
    Accounting And Finance
  • Microsoft Excel
    Editors
  • Apple iCloud Mail
    Email
  • OpenAI
    Generative Ai
  • Python
    Programming Languages
  • Bloomberg Asset and Investment Manager
    Risk And Compliance
  • Vimeo
    Video Players

Moneta Asset Management's Email Address Formats

Moneta Asset Management uses at least 2 email formats:
Moneta Asset Management Email FormatsExamplePercentage
First.Last@moneta.frJohn.Doe@moneta.fr
98%
FLast@moneta.frJDoe@moneta.fr
2%

Frequently Asked Questions

What is Moneta Asset Management's phone number?

Minus sign iconPlus sign icon You can contact Moneta Asset Management's main corporate office by phone at
+33-1-58-62-5****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Moneta Asset Management's official website and social media links?

Minus sign iconPlus sign iconMoneta Asset Management's official website is moneta.fr and has social profiles on LinkedIn.

How much revenue does Moneta Asset Management generate?

Minus sign iconPlus sign icon As of October 2026, Moneta Asset Management's annual revenue is estimated to be <$1M.

What is Moneta Asset Management's NAICS code?

Minus sign iconPlus sign iconMoneta Asset Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Moneta Asset Management have currently?

Minus sign iconPlus sign iconAs of October 2026, Moneta Asset Management has approximately 44 employees across 2 continents, including Europe and North America. Key team members include President: R. B., Head Of International Business Development: B. H. L. and Head Of Reporting And Risk Management: G. N. Explore Moneta Asset Management's employee directory with LeadIQ.

What industry does Moneta Asset Management belong to?

Minus sign iconPlus sign iconMoneta Asset Management operates in the Investment Management industry.

What technology does Moneta Asset Management use?

Minus sign iconPlus sign iconMoneta Asset Management's tech stack includes Bloomberg, Microsoft Excel, Apple iCloud Mail, Microsoft 365, OpenAI, Python, Bloomberg Asset and Investment Manager and Vimeo.

What is Moneta Asset Management's email format?

Minus sign iconPlus sign iconMoneta Asset Management's email format typically follows the pattern of First.Last@moneta.fr. Find more Moneta Asset Management email formats with LeadIQ.

When was Moneta Asset Management founded?

Minus sign iconPlus sign iconMoneta Asset Management was founded in 2003.
Moneta Asset Management logo

Moneta Asset Management

Investment ManagementÎle-de-France, France11-50 Employees

Moneta Asset Management is an independent asset management firm headquartered in Paris, France. Its sole business line is the management of equity funds, with a fundamentally oriented investment approach and a team largely composed of portfolio managers who analyze companies. Founded in 2003, the firm is 100% owned by its directors and employees and is led by Romain Burnand and Andrzej Kawalec. As of March 31, 2026, it managed about €3.8 billion across four UCITS equity funds—Moneta Micro Entreprises, Moneta Multi Caps, Moneta Long Short, and Moneta Midcap Dynamic—and a lineup of five vintaged SMID-cap funds (MME 2027–2031). The organization employs between 11 and 50 people and maintains a website at https://moneta.fr.

Section iconCompany Overview

Phone number
+33-1-58-62-5****
Website
moneta.fr
NAICS Code
5239 - Other Financial Investment Activities
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • <$1M

    Moneta Asset Management's revenue is estimated to be in the range of <$1M

Company Leadership

  • President at Moneta Asset Management
    R. B.
    President
    Mobile Phone
  • Head Of International Business Development at Moneta Asset Management
    B. H. L.
    Head Of International Business Development
    Mobile Phone
  • Head Of Reporting And Risk Management at Moneta Asset Management
    G. N.
    Head Of Reporting And Risk Management
    Mobile Phone
  • Head Of Trading at Moneta Asset Management
    L. H.
    Head Of Trading
    Mobile Phone
  • Head Of Training at Moneta Asset Management
    L. H.
    Head Of Training
    Mobile Phone

Employee Directory

  • Head Of Trading at Moneta Asset Management
    L. H.
    Head Of Trading
    Mobile Phone
  • Head Of Training at Moneta Asset Management
    L. H.
    Head Of Training
    Mobile Phone
  • Directeur Commercial at Moneta Asset Management
    S. B.
    Directeur Commercial
    Mobile Phone
  • Directeur Administratif Et Financier at Moneta Asset Management
    D. L. B.
    Directeur Administratif Et Financier
    Mobile Phone
  • Directeur Des Opérations at Moneta Asset Management
    A. S.
    Directeur Des Opérations
    Mobile Phone

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