Insights

Niche Market Focus Moneta Vista Advisors specializes in sell-side and buy-side M&A advisory for privately-held companies with transactions ranging from 5 to 100 million dollars, presenting opportunities to offer tailored services or complementary financial products for mid-market deals.

Global Expertise With experience spanning both the US and UK markets, there is potential to leverage international connections or cross-border advisory services to expand Moneta Vista's client base or introduce international investment solutions.

Growth Strategy Services The company's strong emphasis on creating growth strategies in any economic climate suggests a demand for advanced strategic consulting or financial tools that can help clients maximize value in diverse market conditions.

Technology Stack Awareness Utilization of Google Analytics, Tag Manager, and other online tools indicates a focus on digital outreach; there is an opportunity to enhance online marketing efforts or develop digital platforms to attract more high-potential clients.

Financial Profile With revenue estimates between 1 and 10 million dollars and a small team, Moneta Vista offers a personalized service model, which could be appealing for clients seeking boutique advisory alongside larger firms, making personalized investment and advisory services a key sales opportunity.

Moneta Vista Advisors, Inc Tech Stack

Moneta Vista Advisors, Inc uses 8 technology products and services including Google Hosted Libraries, Open Graph, Microsoft 365, and more. Explore Moneta Vista Advisors, Inc's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • Open Graph
    Content Management System
  • Microsoft 365
    Email
  • jQuery
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Media & News

Moneta Vista Advisors, Inc's Email Address Formats

Moneta Vista Advisors, Inc uses at least 1 format(s):
Moneta Vista Advisors, Inc Email FormatsExamplePercentage
FLast@monetavista.comJDoe@monetavista.com
50%
FLast@monetavista.comJDoe@monetavista.com
50%

Frequently Asked Questions

Where is Moneta Vista Advisors, Inc's headquarters located?

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Moneta Vista Advisors, Inc's main headquarters is located at P.O. Box 620568, Woodside, CA 94062, US. The company has employees across 1 continents, including North America.

What is Moneta Vista Advisors, Inc's official website and social media links?

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Moneta Vista Advisors, Inc's official website is monetavista.com and has social profiles on LinkedIn.

What is Moneta Vista Advisors, Inc's NAICS code?

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Moneta Vista Advisors, Inc's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Moneta Vista Advisors, Inc have currently?

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As of October 2025, Moneta Vista Advisors, Inc has approximately 2 employees across 1 continents, including North America. Key team members include President: C. A.. Explore Moneta Vista Advisors, Inc's employee directory with LeadIQ.

What industry does Moneta Vista Advisors, Inc belong to?

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Moneta Vista Advisors, Inc operates in the Investment Banking industry.

What technology does Moneta Vista Advisors, Inc use?

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Moneta Vista Advisors, Inc's tech stack includes Google Hosted LibrariesOpen GraphMicrosoft 365jQueryGoogle Tag ManagerGoogle AnalyticsApache HTTP ServerApache.

What is Moneta Vista Advisors, Inc's email format?

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Moneta Vista Advisors, Inc's email format typically follows the pattern of FLast@monetavista.com. Find more Moneta Vista Advisors, Inc email formats with LeadIQ.

When was Moneta Vista Advisors, Inc founded?

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Moneta Vista Advisors, Inc was founded in 2012.

Moneta Vista Advisors, Inc

Investment BankingUnited States2-10 Employees

Moneta Vista Advisors is a boutique M&A and Strategy Advisory firm located in the heart of Silicon Valley in the SF Bay Area, California. Our focus is sell side and buy side M&A Advisory for privately-held companies ranging from $5M to $100M. We are exceptional at creating growth strategies in any economy or region for any size public or private company. We have both domestic and international experience, specializing in the US and UK. We are exceptional at obtaining maximum results for our clients by understanding the market dynamics and opportunities at an insightful level, and leveraging that to create a gameplan with your end goal in mind.

Section iconCompany Overview

Headquarters
P.O. Box 620568, Woodside, CA 94062, US
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2012
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Moneta Vista Advisors, Inc's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Moneta Vista Advisors, Inc's revenue is estimated to be in the range of $1M$10M

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