About Moonstone Asset Management
Moonstone Asset Management is a company based in Northbrook (United States) founded in 2008 by Karen Natkin. It operates as a B2C. Moonstone Asset Management offers products and services including Investment Management, Financial Planning, and Retirement Planning. Moonstone Asset Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and JPMorgan Chase, among others.
- Headquarter Northbrook, United States
- Founders Karen Natkin
- SectorsFinancial Services
- Email••••••••
- Website moonstoneasset.com
- Social LinkedIn
- Legal Name Moonstone Asset Management, Inc.
Products & Services of Moonstone Asset Management
Moonstone Asset Management offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, and Retirement Planning.
Custom portfolios tailored to clients' lifestyles and goals
Holistic planning based on cash flow needs and values
Ongoing evaluation for real-time retirement needs
People of Moonstone Asset Management
1 people are tracked at Moonstone Asset Management (1 in leadership).
| Name | Role | Group |
|---|---|---|
Karen Natkin | Founder | Leadership |
Complete people profiles for Moonstone Asset Management
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Competitors of Moonstone Asset Management
Moonstone Asset Management 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 Fidelity Investments, Morgan Stanley, Investec, FNZ and JPMorgan Chase, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| 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. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| blackrock.com | 1988 | New York, United States | – | 19,800 | Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors |
Detailed competitors of Moonstone Asset Management
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Verified entity values are shown only after access is granted.
Similar companies to Moonstone Asset Management
10 companies that operate in the same segment as Moonstone Asset Management (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Moonstone Asset Management
Moonstone Asset Management was founded in 2008.
Moonstone Asset Management is headquartered in Northbrook, United States. It is registered at Northbrook, Illinois, United States.
Moonstone Asset Management is an independent firm that delivers custom investment portfolios and holistic financial planning. They use a hands-on, fee-only approach to help clients preserve and grow wealth, focusing on life stage transitions. Based in Northbrook, Illinois, they serve individuals on Chicagos North Shore and beyond, addressing cash flow, behaviors, and future goals.
Moonstone Asset Management's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
Moonstone Asset Management offers Investment Management, Financial Planning, and Retirement Planning.
Moonstone Asset Management operates through Moonstone Asset Management, Inc..