Money Intelligence

Finance · 11-50 Employees

View Company Info for Free

Overview

Phone Number

(408) 656-4853

Website

www.moneyintel.com

Revenue

$5.3 Million

Industry

Finance Securities Trading

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 MediaSIC Code 62,628NAICS Code 52,523Show more

Money Intelligence Org Chart

PhoneEmail
MC
Matthew Cook

Chief Operating Officer

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Money Intelligence

Compare insights from companies similar to Money Intelligence, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Money Intelligence

$5.3M
11-50
Private
-
2012
MC
Matthew CookChief Operating Officer
Southbridge Advisors
<$5M
11-50
Private
-
2019
JN
Jane NowakSenior Financial Advisor
Summit Financial
<$5M
11-50
Private
-
1973
SA
Susan AudetteDirector, Finance & Planning
Alpha & Omega
<$5M
1-10
Private
<$5M
1975
KM
Kristina MarstonJunior Controller
Adirondack Financial Serv...
<$5M
11-50
Private
-
2009
WL
William LockeCEO & President
Illustration of an envelope

Money Intelligence Tech Stack

A closer look at the technologies used by Money Intelligence

WordPress.org

By

Automattic
PHP

By

PHP
Cloudflare Website Optimization

By

Cloudflare
Cloudflare CDN

By

Cloudflare
See more technologies

Top Finance Companies

Top companies in Canada by revenue

CI Direct Investing
Bridgehouse Asset Managers
GP Wealth Management
Cormark Securities, Inc
iA Private Wealth
View Full List

Top companies in Australia by revenue

Perpetual
Diversified United Investment
Aliom Trading
Downlink solutions
Funds
View Full List

Top companies in New Zealand by revenue

Syndex
Patterson Wealth Partners
FoxPlan
Hobson Wealth
QuayStreet Asset Management
View Full List
See more top 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, Adirondack Financial Services 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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.

Test Drive ZoomInfo's Directories

Browse Directories

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate
People SearchCompany Search