Insights

Employee-focused Culture Moneta's employee-focused culture, recognized by various publications, highlights its commitment to nurturing talent and promoting growth. This emphasis on employee well-being could present opportunities for HR services or employee benefits providers looking to partner with a company that prioritizes its workforce.

Strategic Investments With recent substantial investments in various assets like Iron Mountain, iShares MSCI ACWI ETF, and Edgewell Personal Care, Moneta demonstrates a proactive approach to asset management and growth. Providers of investment opportunities, financial instruments, or asset management services could explore collaboration opportunities with Moneta based on its robust investment strategy.

Expansion through Partnerships The addition of partners like Mike Walsh and Amy Hiett signifies Moneta's strategic expansion plans. Companies offering partnership opportunities, consultancy services, or those seeking collaboration with established financial firms could leverage this development to explore mutually beneficial partnerships with Moneta.

Top RIA Ranking Being recognized as one of the Midwest's largest independent RIAs further solidifies Moneta's position in the financial services industry. Service providers catering to RIAs, wealth management solutions, or firms looking to tap into the RIA market could target Moneta as a potential client or strategic partner.

Financial Stability & Growth Despite the absence of specific funding details, Moneta's substantial AUM and diverse investment portfolio, including stakes in various companies, point towards financial stability and growth potential. Financial service providers, fintech companies, or investment firms could explore collaboration opportunities with Moneta to leverage its strong financial standing.

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 +1-314-726-2300. 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 538 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: B. H.Chief Executive Officer: B. H.Chief Technology Officer: D. S.. 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
+1-314-726-2300
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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