About Moneta
Moneta is a company based in St. Louis (United States). It operates as a Professional Services. Moneta offers products and services including Wealth Management, Family Office Services, and Institutional Advisory.
- Headquarter St. Louis, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Moneta
Moneta offers a comprehensive portfolio of products and services, including Wealth Management, Family Office Services, and Institutional Advisory. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Personalized financial planning is provided for individuals and institutions.
Comprehensive wealth solutions are offered for family legacy planning.
Tailored investment strategies are developed for institutional financial needs.
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Funding Insights of Moneta
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Moneta
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Moneta
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Moneta Comparisons
Competitors of Moneta
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Moneta
Where is Moneta located?
Moneta is headquartered in St. Louis, United States. It is registered at St. Louis, Missouri, United States.
What does Moneta do?
Moneta Group Investment Advisors, LLC is engaged in offering personalized wealth management services to individuals, families, and institutions. Services are tailored to meet unique financial goals through comprehensive planning and advisory. The company operates in the financial sector, focusing on investment strategies, family office solutions, and institutional advisory. Challenges such as health scares or job loss are addressed through contingency planning. A presence is maintained across multiple cities in the United States to support clients nationwide.
What products or services does Moneta offer?
Moneta offers Wealth Management, Family Office Services, and Institutional Advisory.