MoneyIntel

Cupertino, United States Founded: 2012 • Age: 14 yrs
401(k) plan administration and fiduciary services are provided to businesses.
Annual revenue - Latest available
Total funding - 2 rounds
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 8 Brand Intelligence

About MoneyIntel

MoneyIntel is a company based in Cupertino (United States) founded in 2012. MoneyIntel offers products and services including TPA and Recordkeeping, Payroll Integration, and Employee Retirement Advice. MoneyIntel operates in a competitive market with competitors including Human Interest, Financial Engines, ForUsAll, OctaveWealth and Kepler Savings, among others.

  • Headquarter Cupertino, United States
  • Sectors
    Technology
  • Phone
    Locked
  • Website
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  • Social
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  • Legal Name Denarius Capital Advisors, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    $39.11 K (USD), Debt – Conventional

    Jan 29, 2021

  • Investors
    Not available
  • Employee Count
    Not available
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Products & Services of MoneyIntel

MoneyIntel offers a comprehensive portfolio of products and services, including TPA and Recordkeeping, Payroll Integration, and Employee Retirement Advice.

Product name locked
Category locked
Primary

Manages 401(k) compliance and administration services

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Automates payroll for retirement plan management

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Provides investment and savings guidance for employees

People of MoneyIntel

Headcount 10-50
Employee Profiles 2
Employee Profiles
People
Matt Cook
Chief Operating Officer
People
Monte Malhotra
Chief Dream Enabler, Founder

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Teams

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Funding Insights of MoneyIntel

Investments & Acquisitions by MoneyIntel

Investments
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Investment portfolio details for MoneyIntel

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - MoneyIntel

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Detailed financials for MoneyIntel

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  • Profit trends
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Moneyintel Comparisons

MoneyIntel Primary company
Description
401(k) plan administration and fiduciary services are provid...
Location
Cupertino, United States
Founded Year
2012
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for MoneyIntel

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Competitors of MoneyIntel

MoneyIntel operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Human Interest, Financial Engines, ForUsAll, OctaveWealth and Kepler Savings, among others.

Company Name Domain Founded year HQ Location Description
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Employer-enabled platform for retirement planning and compliance management.
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Employer-enabled financial planning platform
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Platform for managing 401(K) accounts
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Robo advisory platform is utilized for employer-enabled retirement planning.
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Kepler Savings is an online platform for employers to manage workplace retirement savings programs.
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Detailed competitors of MoneyIntel

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Latest news on Moneyintel

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Complete news archive for MoneyIntel

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Frequently Asked Questions about MoneyIntel

MoneyIntel was founded in 2012 and raised its 1st funding round 8 years after it was founded.

MoneyIntel is headquartered in Cupertino, United States. It is registered at Cupertino, California, United States.

MoneyIntel was founded in 2012 and is based in Cupertino, United States. Operations focus on the financial services sector, specifically retirement plan management. Services include recordkeeping, payroll integration, and fiduciary oversight for 401(k) plans. Partnerships with financial advisors and accountants are maintained to support clients. Various packages, ranging from basic administration to complete fiduciary outsourcing, are offered to address administrative needs across different business sizes.

MoneyIntel's top competitors include Human Interest, Financial Engines and ForUsAll.

MoneyIntel offers TPA and Recordkeeping, Payroll Integration, and Employee Retirement Advice.

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