Moneta Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · Missouri, United States · 201-500 Employees
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Overview
Headquarters
100 S Brentwood Blvd, St. Louis, Missour...Phone Number
(314) 726-2300Website
www.monetagroup.comRevenue
$206.2 MillionIndustry
ZI Rank: 4
Signal Type
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ZI Rank
4
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4
About Moneta Group
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
Moneta Group Org Chart
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Company Profile Activity
Activity Insights
Moneta Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Moneta Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Moneta Group.
Moneta Group Tech Stack
A closer look at the technologies used by Moneta Group
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Most Recent Scoops
Hiring Plans
Moneta Group has more open roles in Information Technology than it has had at any time in the past 6 months.
Hiring Plans
Hiring Plans
Moneta Group has more open roles in Sales than it has had at any time in the past 12 months. Technologies mentioned include: Salesforce, and DocuSign.
Hiring Plans
Person-Based
Artificial Intelligence
Hiring Plans
Moneta Group has more open roles in Human Resources than it has had at any time in the past 12 months. Areas of expertise include: HRIS Administration, Administrative Support, Employee Onboarding, Data Entry, Learning Management Systems, Human Resource Management, and Developing Training Materials.
Hiring Plans
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Person-Based
Events, Podcast
Moneta Group 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 growthMoneta 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.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 AcquisitionsMoneta 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
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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.... Read More
