Moneta
Financial Services • 
Clayton, Missouri, United States • 501-1000 Employees
Company overview
| Headquarters | 100 S Brentwood Blvd, St Louis, Missouri 63105, US |
| Phone number | +120172021 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Investment Planning, Family Office, Retirement And Education Planning, Philanthropic And Estate Planning, FSB, Family Cfo Services, Moneta Trust, A Division Of National Advisors Trust |
| Founded | 1869 |
| Employees | 501-1000 |
| Socials |
Key Contacts at Moneta
Moneta Email Formats
Moneta uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@monetagroup.com), used 90.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@monetagroup.com | 90.7% |
{last name}{last name} | doedoe@monetagroup.com | 5.5% |
About Moneta
Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. We help you secure your current financial wealth and plan for the future you imagine by developing earning, spending, saving and tax strategies to support that vision; then we take care of the detailed work to implement the plan for you. Our approach focuses on building long-term relationships so we can design and execute custom solutions tailored to your unique financial needs and aligned with your personal aspirations. We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.
Moneta revenue & valuation
| Annual revenue | $67,800,000 |
| Revenue per employee | $113,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $217,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 501-1000
Seniority
Employees
Employees by Department
Moneta has 242 employees across 17 departments.
Departments
Number of employees
Funding Data
Moneta has never raised funding before.
Moneta Tech Stack
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Miscellaneous
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