Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.

Finance

Moneta Group

Moneta Group's headquarters in St. Louis, MO, United States

This department focuses on managing and enhancing customer relationships and service delivery.

Client Services

The Client Service Management team at Moneta Group is dedicated to ensuring a seamless and supportive experience for clients as they navigate their financial planning journeys. This team serves as the primary point of contact for clients, addressing their inquiries, coordinating services, and providing personalized assistance to enhance client satisfaction and retention. By fostering strong relationships and delivering timely solutions, the team plays a crucial role in empowering clients to achieve their financial goals.

Client Service Management

This department provides expert guidance and support to enhance decision-making and strategic initiatives.

Advisory Services

This department fosters collaboration and strategic alliances with external partners to drive business growth and innovation.

Partnership Development

This department oversees the management and optimization of organizational processes and resources.

Operations

The Leadership Team at Moneta Group is responsible for shaping the strategic direction of the company, ensuring alignment across all functions, and fostering a culture of excellence. Comprising experts in talent management, growth strategies, analytics, investments, compliance, and marketing, this team collaborates to innovate financial planning services, enhance client relationships, and drive operational efficiency while upholding the company's commitment to client success and community impact.

People (53)

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Other teams

Client Service Management

Advisory Services

Partnership Development

Operations

Leadership Team