Insights

Employee engagement focus Moneta's strong emphasis on employee development and recognition, as evidenced by its award-winning workplace culture and dedicated internal program, 'MonetaU,' presents an opportunity for partnership with companies valuing employee well-being and professional growth.

Midwest's largest RIA Being recognized as one of the Midwest’s largest independent RIAs with over $37.4 billion in AUM positions Moneta as an attractive choice for potential clients seeking comprehensive financial planning services and personalized wealth management from a reputable and established firm.

Technology integration Utilizing a diverse tech stack including LinkedIn Insight Tag, WordPress, and JavaScript highlights Moneta's commitment to leveraging technology for operational efficiency and client engagement. This opens avenues for partnerships with tech-savvy businesses looking to enhance their financial services capabilities.

Wealth protection focus Moneta's mission to empower clients to protect and navigate their financial path implies a shared commitment to securing assets and achieving long-term financial security. This aligns well with clients seeking holistic financial planning and risk management solutions.

Industry recognition and growth The firm's consistent accolades from prestigious publications and its substantial revenue in the range of $50M - $100M position Moneta as a credible and reputable player in the financial services industry. This recognition can attract clients looking for a stable and successful partner for their financial needs.

Moneta Tech Stack

Moneta uses 8 technology products and services including Linkedin Insight Tag, WordPress, Priority Hints, and more. Explore Moneta's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • WordPress
    Content Management System
  • Priority Hints
    Performance
  • JavaScript
    Programming Languages
  • C#
    Programming Languages
  • Paylocity
    Recruitment Marketing
  • YouTube
    Video Players
  • Nginx
    Web Servers

Media & News

Moneta's Email Address Formats

Moneta uses at least 1 format(s):
Moneta Email FormatsExamplePercentage
FLast@monetagroup.comJDoe@monetagroup.com
94%
Last@monetagroup.comDoe@monetagroup.com
3%
First.Last@monetagroup.comJohn.Doe@monetagroup.com
2%
LFirst@monetagroup.comDJohn@monetagroup.com
1%

Frequently Asked Questions

Where is Moneta's headquarters located?

Minus sign iconPlus sign icon
Moneta's main headquarters is located at 100 S Brentwood Blvd St Louis, Missouri 63105 US. The company has employees across 4 continents, including North AmericaEuropeAsia.

What is Moneta's phone number?

Minus sign iconPlus sign icon
You can contact Moneta's main corporate office by phone at . 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's stock symbol?

Minus sign iconPlus sign icon
Moneta is a publicly traded company; the company's stock symbol is ME.TO.

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

Minus sign iconPlus sign icon
Moneta's official website is monetagroup.com and has social profiles on LinkedIn.

How much revenue does Moneta generate?

Minus sign iconPlus sign icon
As of November 2024, Moneta's annual revenue reached $75M.

What is Moneta's NAICS code?

Minus sign iconPlus sign icon
Moneta's NAICS code is 52 - Finance and Insurance.

How many employees does Moneta have currently?

Minus sign iconPlus sign icon
As of November 2024, Moneta has approximately 543 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: G.Chief Technology Officer: D. S.Chief Philanthropy Officer: D. D.. Explore Moneta's employee directory with LeadIQ.

What industry does Moneta belong to?

Minus sign iconPlus sign icon
Moneta operates in the Financial Services industry.

What technology does Moneta use?

Minus sign iconPlus sign icon
Moneta's tech stack includes Linkedin Insight TagWordPressPriority HintsJavaScriptC#PaylocityYouTubeNginx.

What is Moneta's email format?

Minus sign iconPlus sign icon
Moneta's email format typically follows the pattern of . Find more Moneta email formats with LeadIQ.

When was Moneta founded?

Minus sign iconPlus sign icon
Moneta was founded in 1869.
Moneta

Moneta

Financial ServicesMissouri, United States501-1000 Employees

Moneta, ranked by InvestmentNews as the one of the Midwest’s largest independent RIAs with more than $37.4 billion in AUM and 500 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish. 

For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. 

The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch. “MonetaU" – the company’s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone’s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry’s top talent while promoting a culture that rewards those who continually pursue improvement.

Section iconCompany Overview

Headquarters
100 S Brentwood Blvd St Louis, Missouri 63105 US
Phone number
Stock Symbol
ME.TO
NAICS Code
52 - Finance and Insurance
Founded
1869
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Moneta's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Moneta's revenue is in the range of $50M$100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.