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Moneta

Financial Services

Specialities :
Family cfo services
Retirement and education planning
Investment planning
Institutional consulting and retirement plan administration
Tax planning

+5

Last Updated: November 20, 2025
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Revenue
$55.50M
Total Funding
--
Size
201 - 500
About Us
Org Charts
Employees
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Frequently Asked Questions About Moneta

What does Moneta do?+

Moneta, ranked by InvestmentNews as the one of the Midwests largest independent RIAs with more than $37.4 billion in AUM and 500 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate lifes path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. The firm consistently earns praise...

What are Moneta's specialties? +

Family cfo services,retirement and education planning,investment planning,institutional consulting and retirement plan administration,tax planning,moneta trust,a division of national advisors trust,fsb,philanthropic and estate planning,and family office

What is Moneta's industry? +

Moneta operates in the Financial services industry.

What is Moneta's revenue? +

Moneta's revenue is $55.50m

What is Moneta's company size? +

Moneta has 201 - 500 employees.

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