Money Intelligence

Finance · 11-50 Employees

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Overview

Phone Number

(408) 656-4853

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Money Intelligence

Money Intelligence offers advanced retirement planning services, including 401(k) solutions tailored for small businesses, individual entrepreneurs, and large corporations. Their platform automates administrative tasks, allowing businesses to focus on their core operations while providing low-cost investment options and expert retirement advice to employees. The company collaborates with financial advisors and accountants to ensure optimal tax planning and compliance. With a commitment to high-tech and high-touch service, Money Intelligence aims to enhance employee recruitment and retention through effective retirement benefits.Explore more
Money Intelligence's Social MediaPopular SearchesMoney IntelligenceMoney IntelMoneyINTEL LLCSIC Code 62,628NAICS Code 52,523Show more

Money Intelligence Org Chart

PhoneEmail
KM

Head of Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Money Intelligence

$5.3M
11-50
Private
-
2012
KM
Kuldip MalhotraHead of Client Services
<$5M
11-50
Private
-
2019
JN
Jane NowakSenior Financial Advisor
<$5M
11-50
Private
-
1973
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
<$5M
1975
KM
Kristina MarstonJunior Controller
<$5M
11-50
Private
-
2009
WL
William LockeCEO & President
<$5M
1-10
Private
-
2003
DL
Dorothy LongobardiPension Administrator
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Money Intelligence is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Money Intelligence is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Money Intelligence.

Money Intelligence Tech Stack

A closer look at the technologies used by Money Intelligence

Top Finance Companies

Frequently Asked Questions Regarding Money Intelligence

What is Money Intelligence's official website?
Money Intelligence's official website is www.moneyintel.com
What is Money Intelligence's Revenue?
Money Intelligence's revenue is $5.3 Million
What is Money Intelligence's SIC code?
Money Intelligence's SIC: 62,628
What is Money Intelligence's NAICS code?
Money Intelligence's NAICS: 52,523
How many employees does Money Intelligence have?
Money Intelligence has 11-50 employees
What industry does Money Intelligence belong to?
Money Intelligence is in the industry of: Finance, Securities Trading
What is Money Intelligence competition?
Money Intelligence top competitors include: Alpha & Omega, Southbridge Advisors, Summit Financial, Aljen Asset Management
What technology does Money Intelligence use?
Some of the popular technologies that Money Intelligence uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Money Intelligence?
Money Intelligence contact info: Phone number: (408) 656-4853 Website: www.moneyintel.com
What does Money Intelligence do?

Money Intelligence offers advanced retirement planning services, including 401(k) solutions tailored for small businesses, individual entrepreneurs, and large corporations. Their platform automates administrative tasks, allowing businesses to focus on their core operations while providing low-cost investment options and expert retirement advice to... employees. The company collaborates with financial advisors and accountants to ensure optimal tax planning and compliance. With a commitment to high-tech and high-touch service, Money Intelligence aims to enhance employee recruitment and retention through effective retirement benefits.Read More

What are Money Intelligence social media links?
Money Intelligence Linkedin page Money Intelligence Twitter page Money Intelligence Facebook page
Is Money Intelligence a public company?
Money Intelligence is private company therefore does not currently have an official ticker symbol
See more information about Money Intelligence

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