Insights

Large AUM Money Matters with Ken Moraif (RPOA) manages over 4.7 billion dollars for more than 8,000 clients, indicating a significant fund flow and relationship depth that could benefit from expanded advisory and retirement planning services.

SMB to mid With a modest employee count (11-50) and revenue in the 25 to 50 million range, there is a clear potential to partner on scalable tech, marketing, or platform enhancements tailored to smaller advisory firms seeking growth and regulatory-compliant marketing solutions.

Digital Footprint Active presence across multiple digital channels and tech stacks (Facebook Pixel, Google Tag Manager, YouTube, Crazy Egg) suggests open to enhanced digital marketing partnerships, analytics, and site optimization to drive client acquisition and conversion.

Regulatory Focus Public disclosures emphasize SEC compliance and advisory licensing nuances, signaling opportunities for platforms or services that streamline compliance, risk management, and client communications for regulated investment advisers.

Industry Standing Comparable firm landscape includes large incumbents and growing RIAs; this presents a chance to offer competitive differentiation through technology integrations, retirement planning software, client engagement tools, or scalable back-office solutions to stay competitive.

Similar companies to Money Matters with Ken Moraif

Money Matters with Ken Moraif Tech Stack

Money Matters with Ken Moraif uses 8 technology products and services including Crazy Egg, Facebook Pixel, WordPress, and more. Explore Money Matters with Ken Moraif's tech stack below.

  • Analytics
  • Facebook Pixel
    Analytics
  • Content Management System
  • Twemoji
    Font Scripts
  • PHP
    Programming Languages
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics
  • Facebook
    Widgets

Money Matters with Ken Moraif's Email Address Formats

Money Matters with Ken Moraif uses at least 4 email formats:
Money Matters with Ken Moraif Email FormatsExamplePercentage
First.Last@moneymatters.netJohn.Doe@moneymatters.net
40%
First@moneymatters.netJohn@moneymatters.net
28%
FirstLast@moneymatters.netJohnDoe@moneymatters.net
26%
Last@moneymatters.netDoe@moneymatters.net
6%

Frequently Asked Questions

What is Money Matters with Ken Moraif's phone number?

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You can contact Money Matters with Ken Moraif'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 Money Matters with Ken Moraif's official website and social media links?

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Money Matters with Ken Moraif's official website is moneymatters.net and has social profiles on LinkedIn.

How much revenue does Money Matters with Ken Moraif generate?

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As of September 2026, Money Matters with Ken Moraif's annual revenue is estimated to be $25M - $50M.

What is Money Matters with Ken Moraif's SIC code and NAICS code?

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Money Matters with Ken Moraif's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Money Matters with Ken Moraif have currently?

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As of September 2026, Money Matters with Ken Moraif has approximately 21 employees across 5 continents, including North America, Asia and Africa. Key team members include Founder / Director: E. C., Financial Advisor: H. and Advisor: J. D. Explore Money Matters with Ken Moraif's employee directory with LeadIQ.

What industry does Money Matters with Ken Moraif belong to?

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Money Matters with Ken Moraif operates in the Financial Services industry.

What technology does Money Matters with Ken Moraif use?

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Money Matters with Ken Moraif's tech stack includes Crazy Egg, Facebook Pixel, WordPress, Twemoji, PHP, YouTube, Google Analytics and Facebook.

What is Money Matters with Ken Moraif's email format?

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Money Matters with Ken Moraif's email format typically follows the pattern of First.Last@moneymatters.net. Find more Money Matters with Ken Moraif email formats with LeadIQ.

When was Money Matters with Ken Moraif founded?

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Money Matters with Ken Moraif was founded in 2011.
Money Matters with Ken Moraif logo

Money Matters with Ken Moraif

Financial ServicesTexas, United States11-50 Employees

Money Matters with Ken Moraif is a financial services company operating through MMWKM Advisors, LLC, also known as Retirement Planners of America. The firm provides retirement planning and related financial guidance to individuals who are retired or nearing retirement, leveraging a network of credentialed retirement planners to address its clients’ planning needs. Based in Plano, Texas, the organization serves a national audience through its advisory services, which are offered in jurisdictions where it is registered or exempt from registration requirements. The company emphasizes regulatory and professional standards, noting that social media activity and commentary should not be construed as endorsements or testimonials for its advisory services. A recent development noted in its disclosures is its ongoing association with Retirement Planners of America, which manages a substantial number of clients and assets under advisory management through its affiliated entities.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Money Matters with Ken Moraif's revenue is estimated to be in the range of $25M - $50M

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