Moneta Group - Crunchbase Company Profile & Funding

Overview

Moneta Group

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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About Moneta Group

CB Rank

260650

Moneta Group Investment Advisors provide wealth management service to clients with complex financial lives.

Founded

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Private

St Louis, Missouri, United States

251-500

monetagroup.com/

Banking

Consulting

Financial Services

Key People

Gene Diederich: CEO
Rick Weidinger: Chief Marketing and Communications Officer

Details

Legal Name

Moneta Group Investment Advisors, LLC

Operating Status

Active

Company Type

For Profit

Phone Number

3142443212

Contact Email

ebarlean@monetagroup.com

Predictions & Insights

Growth Insight

See this Growth Insight

Moneta Group is

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to be growing

Top Contributing Factors

Operations Expansion

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Growth Insight

Products & Services

Wealth Management Services

Comprehensive financial planning and investment management tailored to clients with complex financial lives.

Moneta Central Client Portal

A secure digital platform for clients to interact with advisors, view investments, and manage documents.

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Financials

Investments

Investment Breakdown

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	InList	No	Venture Round - InList	obfuscated obfuscation
obfuscated obfuscation	InList	No	Venture Round - InList	obfuscated obfuscation
obfuscated obfuscation	InList	No	Venture Round - InList	obfuscated obfuscation
obfuscated obfuscation	InList	No	Venture Round - InList	obfuscated obfuscation
obfuscated obfuscation	InList	No	Venture Round - InList	obfuscated obfuscation

Investment Breakdown

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	InList	No	Venture Round - InList	obfuscated obfuscation
obfuscated obfuscation	InList	No	Venture Round - InList	obfuscated obfuscation
obfuscated obfuscation	InList	No	Venture Round - InList	obfuscated obfuscation
obfuscated obfuscation	InList	No	Venture Round - InList	obfuscated obfuscation
obfuscated obfuscation	InList	No	Venture Round - InList	obfuscated obfuscation