About Marotta On Money
Marotta On Money is a Business Services company based in Charlottesville (United States) founded in 2008. It offers financial planning, investment advice, and wealth management services to clients. It operates on a B2C and B2B model in Business Services and Financial Services sectors. Marotta On Money offers products and services including Financial Planning, Portfolio Management, and Tax Planning. Its focus areas include Finance, Wealth Management, Advisory Services and Investment Tech. Its legal entity is Marotta Wealth Management, Inc. Similar companies include AlphaSense, Fidelity Investments and Morgan Stanley; 2 of its 3 listed similar companies have raised funding.
Company details
Marotta Wealth Management is a fee-only financial advisory firm based in Charlottesville, Virginia, providing comprehensive financial planning services. They focus on investment advice, tax planning, and retirement strategies for clients including small business owners and university professors. The firm operates as fiduciaries, prioritizing client interests across the United States, and offers tools like newsletters and portfolio management to help achieve financial goals.
- Headquarters Charlottesville, United States
- SectorsBusiness ServicesFinancial Services
- Website marottaonmoney.com
- Social LinkedIn X Facebook
- Legal Name Marotta Wealth Management, Inc.
Products & Services of Marotta On Money
Marotta On Money offers a comprehensive portfolio of products and services, including Financial Planning, Portfolio Management, and Tax Planning.
Provides comprehensive advice on personal finances and investments
Manages investment portfolios to optimize client returns and risks
Offers strategies for tax efficiency in wealth management
Similar companies to Marotta On Money
Marotta On Money has 3 listed similar companies in our database, 2 of them funded. They include AlphaSense, Fidelity Investments and Morgan Stanley.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alpha-sense.com | 2011 | New York, United States | $1.39B | 438 | AI-powered market intelligence and search platform is operated. | |
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed similar companies of Marotta On Money
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Web traffic of Marotta On Money
Websites that share an audience with Marotta On Money (marottaonmoney.com).
Websites whose visitors overlap most with Marotta On Money. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| wealthbar.com | 90% | 1.8K | #11,031,602 | View details |
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as Marotta On Money (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Related news about Marotta On Money
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Frequently Asked Questions about Marotta On Money
Marotta On Money was founded in 2008.
Marotta On Money is headquartered in Charlottesville, United States. It is registered at Charlottesville, Virginia, United States.
Marotta Wealth Management is a fee-only financial advisory firm based in Charlottesville, Virginia, providing comprehensive financial planning services. They focus on investment advice, tax planning, and retirement strategies for clients including small business owners and university professors. The firm operates as fiduciaries, prioritizing client interests across the United States, and offers tools like newsletters and portfolio management to help achieve financial goals.
Marotta On Money's top competitors include Fidelity Investments, AlphaSense and Morgan Stanley.
Marotta On Money offers Financial Planning, Portfolio Management, and Tax Planning.
Marotta On Money operates through Marotta Wealth Management, Inc..