Moneta Group Investment Advisors

Finance · Missouri, United States · 400 Employees

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About

Headquarters

100 S Brentwood Blvd, St. Louis, Missouri, 6310...

Phone Number

(314) 726-2300

Website

www.monetagroup.com

Revenue

$206.2 Million

Industry

Investment Banking

Finance

Most Recent Scoops

Mar 7 2024

Mergers & Acquisitions (M&A)

Moneta Group Investment Advisors has entered into an agreement to acquire Juniper Wealth Advisors.

Jan 15 2024

Left Company

Moneta Group Investment Advisors has announced that Aoifinn Devitt, Chief Investment Officer, has left the organization to join London CIV as Chief Investment Officer.

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Who is Moneta Group Investment Advisors

Moneta Group Investment Advisors, LLC is an employee owned investment manager. The firm also provides retirement planning, estate planning, risk management and business succession planning. Moneta Group Investment Advisors, LLC was founded in 1905 and is based in St. Louis, Missouri.Explore more

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Popular SearchesMoneta Group LLCMoneta Group Investment Advisors LLCMoneta GroupMoneta IncMonetaSIC Code 62,628NAICS Code 52,523Show more

Moneta Group Investment Advisors Org Chart

Eric Kittner

Chief Executive Officer & Chairman

Phone

Keith Bowles

Chief Operating Officer

Phone

Tasha Borglum

Partner and Family Chief Financial Officer

Phone

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Moneta Group Investment Advisors Employee Growth Rate

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Moneta Group Investment Advisors Tech Stack

A closer look at the technologies used by Moneta Group Investment Advisors

goo.gl

Google

Facebook Web Custom Audiences

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Most Recent Scoops

Mar 7 2024

Mergers & Acquisitions (M&A)

Moneta Group Investment Advisors has entered into an agreement to acquire Juniper Wealth Advisors.

Mergers & Acquisitions

Jan 15 2024

Left Company

Moneta Group Investment Advisors has announced that Aoifinn Devitt, Chief Investment Officer, has left the organization to join London CIV as Chief Investment Officer.

Jun 6 2023

Award

Moneta Group Investment Advisors has been named on the Greater St. Louis Top Workplaces 2023 list.

Award

May 1 2023

New Hire

Executive Move

Moneta Group Investment Advisors has announced that Dan Sherman has joined the organization as Chief Technology Officer.

Apr 26 2023

New Hire

Executive Move

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Moneta Group Investment Advisors News & Media

Moneta Hires Director of Mergers and Acquisitions to Strengthen National Growth Plan Efforts
ST. LOUIS--(BUSINESS WIRE)--After expanding into five new locations over the past five years, Moneta continues to take steps to grow its national footprint with the hiring of Peter Brown as Senior Managing Director of Mergers and Acquisitions. Brown will partner with Shawn Paulk, who Moneta hired to the same position in 2023 when scaling up its M&A efforts. The addition of Brown, formerly a Senior VP at Wells Fargo Advisors, builds on the national growth
Sep 18, 2024
www.businesswire.com
Moneta Merges in Third Colorado Firm, Expanding National RIA into Boulder
ST. LOUIS--(BUSINESS WIRE)--Moneta, a 100% partner-owned RIA, announces the addition of Amy Hiett and Mike Walsh as Partners. The team joins Moneta with about $279 million AUM.
Mar 6, 2024
www.businesswire.com
Moneta Initiates New Phase of National Growth Plan by Hiring Vice President of Mergers and Acquisitions
ST. LOUIS--(BUSINESS WIRE)--Moneta Initiates New Phase of National Growth Plan by Hiring Vice President of Mergers and Acquisitions
Apr 26, 2023
www.businesswire.com
Moneta Announces the Merger of a $450 Million Team Further Strengthening its Denver Presence
ST. LOUIS--(BUSINESS WIRE)--Moneta, a 100% partner-owned registered investment adviser (RIA) firm, announces the addition of Jaye Everland and Jason Sandry as Partners in its Cherry Creek location. The Everland Sandry Team comes to Moneta with $450 million assets under management (AUM) and should bring Moneta up to approximately $31 billion AUM. After 30 years as a single-office RIA in St. Louis, Moneta launched its national growth plan in 2019 by announcing its first expansion in
Apr 4, 2023
www.businesswire.com
Moneta Elevates Its Value Proposition With An Integrated, Online Client Portal Mobile App
ST. LOUIS--(BUSINESS WIRE)--Moneta Elevates Its Value Proposition With An Integrated, Online Client Portal Mobile App
Oct 25, 2022
www.businesswire.com

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Frequently Asked Questions Regarding Moneta Group Investment Advisors

Where is Moneta Group Investment Advisors located?

Moneta Group Investment Advisors's headquarters are located at 100 S Brentwood Blvd, St. Louis, Missouri, 63105, United States

What is Moneta Group Investment Advisors's phone number?

Moneta Group Investment Advisors's phone number is (314) 726-2300

What is Moneta Group Investment Advisors's official website?

Moneta Group Investment Advisors's official website is www.monetagroup.com

What is Moneta Group Investment Advisors's Revenue?

Moneta Group Investment Advisors's revenue is $206.2 Million

What is Moneta Group Investment Advisors's SIC code?

Moneta Group Investment Advisors's SIC: 62,628

What is Moneta Group Investment Advisors's NAICS code?

Moneta Group Investment Advisors's NAICS: 52,523

How many employees does Moneta Group Investment Advisors have?

Moneta Group Investment Advisors has 400 employees

What industry does Moneta Group Investment Advisors belong to?

Moneta Group Investment Advisors is in the industry of: Investment Banking, Finance

What is Moneta Group Investment Advisors competition?

Moneta Group Investment Advisors top competitors include: Wealth Enhancement Group, Homrich Berg, Ronald Blue Trust, Savant Wealth Management

What companies has Moneta Group Investment Advisors acquired?

Moneta Group Investment Advisors has acquired the companies: Moneta Holding, Moneta Group Investment Advisors, Juniper Wealth Advisors

What technology does Moneta Group Investment Advisors use?

Some of the popular technologies that Moneta Group Investment Advisors uses are: goo.gl, Facebook Web Custom Audiences, Facebook Pixel, DocuSign

Who is the CEO of Moneta Group Investment Advisors?

Moneta Group Investment Advisors's CEO is Eric Kittner

Who is the CFO of Moneta Group Investment Advisors?

Moneta Group Investment Advisors's CFO is Tasha Borglum

Who is the CTO of Moneta Group Investment Advisors?

Moneta Group Investment Advisors's CTO is Dan Sherman

How do I contact Moneta Group Investment Advisors?

Moneta Group Investment Advisors contact info: Phone number: (314) 726-2300 Website: www.monetagroup.com

What does Moneta Group Investment Advisors do?

What are Moneta Group Investment Advisors social media links?

Moneta Group Investment Advisors Linkedin page Moneta Group Investment Advisors Twitter page Moneta Group Investment Advisors Facebook page

Is Moneta Group Investment Advisors a public company?

Moneta Group Investment Advisors is private company therefore does not currently have an official ticker symbol

See more information about Moneta Group Investment Advisors

Moneta Group Investment Advisors Latest Hires and Their Positions

Moneta Group Investment Advisors is expanding and recently hired new employees. Here are the latest additions to the team.

Cathy McGinty

Client Service Manager

Joined Dec 8, 2024

Phone

Prashant Rajput

Joined Dec 8, 2024

Phone

Kirit Modi

Joined Dec 8, 2024

Phone

Ananta Wali

Joined Dec 7, 2024

Phone

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