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Insights

Employee Ownership Advantage Leverage Moneta's unique selling point of being a 100% employee-owned company to resonate with clients looking for personalized and dedicated financial services.

Recent High-Value Investments Highlight Moneta's recent significant investments in assets like Iron Mountain and iShares MSCI ACWI ETF to showcase the company's financial strength and expertise in managing large portfolios.

Key Partner Additions Utilize the addition of high-profile partners like Mike Walsh and Amy Hiett as a conversation starter to engage potential clients and demonstrate Moneta's commitment to expanding expertise and talent.

Top Workplace Recognition Emphasize Moneta's consistent recognition as a top workplace by reputable publications to build trust with clients seeking to work with a company known for its employee-centric culture and positive work environment.

Tech-Enabled Client Service Position Moneta's tech stack, including tools like Hotjar and HubSpot, as a testament to the company's commitment to providing cutting-edge financial planning services, appealing to clients wanting innovative solutions.

Similar companies to Moneta

Moneta Tech Stack

Moneta uses 8 technology products and services including Hotjar, HubSpot CMS Hub, Priority Hints, and more. Explore Moneta's tech stack below.

  • Hotjar
    Analytics
  • HubSpot CMS Hub
    Content Management System
  • Priority Hints
    Performance
  • .NET
    Programming Languages
  • PHP
    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%
First@monetagroup.comJohn@monetagroup.com
1%

Frequently Asked Questions

Where is Moneta's headquarters located?

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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?

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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?

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Moneta is a publicly traded company; the company's stock symbol is N/A.

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

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Moneta's official website is monetagroup.com and has social profiles on LinkedIn.

How much revenue does Moneta generate?

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As of September 2024, Moneta's annual revenue reached $75M.

What is Moneta's NAICS code?

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Moneta's NAICS code is 52 - Finance and Insurance.

How many employees does Moneta have currently?

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As of September 2024, Moneta has approximately 539 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Technology Officer: D. S.Chief Philanthropy Officer: D. D.Chief Growth Officer: W. R.. Explore Moneta's employee directory with LeadIQ.

What industry does Moneta belong to?

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Moneta operates in the Financial Services industry.

What technology does Moneta use?

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Moneta's tech stack includes HotjarHubSpot CMS HubPriority Hints.NETPHPPaylocityYouTubeNginx.

What is Moneta's email format?

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

When was Moneta founded?

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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
N/A
NAICS Code
52 - Finance and Insurance
Founded
1869
Employees
501-1000

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

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