Moneta Group

  • Financial Services
  • Louis MO
  • 548 employees
Get Full Info

Company Overview

Headquarters
100 S Brentwood Blvd St., Louis MO
Website
monetagroup.com
Phone
(314) 726-2300
Employees
548
Founded it
1869
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
More Details

Financials & Stats

Revenue

$206B

More Financials

Who is Moneta Group

Moneta Group is a privately held company based in Louis, Missouri. The company employs 548 people and generates $206.2 million in annual revenue. Moneta Group provides a full range of financial planning services to individuals, families, closely held businesses, and organizations. Their services include retirement plan management and investment management. The company focuses on empowering clients to navigate life's path and protect their assets. Moneta Group differentiates itself through its commitment to employee development. Their internal Talent and Organization Development program, "MonetaU," invests significantly in the professional growth and education of all employees. This dedication to employee well-being has earned them recognition as a top place to work from publications such as InvestmentNews, the St. Louis Business Journal, and the St. Louis Post-Dispatch. Moneta Group can be reached through their website at monetagroup.com.

Company Leadership

Moneta Group Industry Tags

Family CFO Services
Retirement and Education Planning
Investment Planning
Institutional Consulting and Retirement Plan Administration
Tax Planning
Moneta Trust
a division of National Advisors Trust
FSB
Philanthropic and Estate Planning
Family Office
B2B
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
View All Industry Tags

Moneta Group Tech Stack

JavaScript
HTML
PHP
View All Tech Stack

Companies Similar to Moneta Group

Analyze industry trends and opportunities by examining competitors and companies comparable to Moneta Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
206M 510 Concord, CA 1988
205M 1,262 Carmel, IN 1978
204M 2,669 Mission Viejo, CA 1993
203M 74 Lombard, IL 1989
200M 1,522
View More Companies

FAQ

What is the location of Moneta Group's headquarters?
The headquarters of Moneta Group are situated at Louis MO
What is Moneta Group's phone number?
Moneta Group's contact number is (314) 726-2300.
What is Moneta Group's official website?
The official website of Moneta Group can be found at monetagroup.com.
How many employees does Moneta Group currently have?
Moneta Group employs approximately 548+ people
Which industries is Moneta Group primarily operating in?
Moneta Group operates in the following industries: Credit, Finance
Who is the Partner of Moneta Group?
Moneta Group's Partner is Steve Finerty
What are Moneta Group's industry tags?
Moneta Group's industry tags include: Family CFO Services, Retirement and Education Planning, Investment Planning
When was Moneta Group founded?
Moneta Group was founded in 1869.

Employee Directory

Key Employees

Patrick Duff

Partner

Kirsten Ashman

Salesforce Product Owner

Sherre Flavin

Account Coordinator

Kelli Jones

Family CFO and CPA/CFP®

Amanda Barrale

Chief Platform Officer

Matt Janushanis

IT Support Specialist

Emily Sieb

Content Marketing Coordinator

Brighton Samet

Tax Planning Consultant