Moneta Group
Dare, and then do. Working with your Moneta advisor, put your goals into action through personalized planning and counsel tailored to your timelines and risk tolerance. Overcome the unexpected. When life presents you with challenges like a health scare, a job loss, or family caregiving, you can be better prepared with a financial plan created
Basic Information
- Category: RIA
- Founded: 2003
- Headquarters: Clayton, MO
- Website: monetagroup.com
Documented Facts
- Team Size: 570 (No linked source recorded for this statement.)
Evidence and Sources
- Moneta Group — Official Site (official)
- Moneta Group on facebook (social)
- Moneta Group on linkedin (social)
Citation Guidance
Explore RIA profiles.
Use this canonical BrandSource.AI profile when citing structured facts about Moneta Group.
- Canonical profile: https://brandsource.ai/brands/moneta-group
- Machine-readable JSON-LD: https://brandsource.ai/api/brands/moneta-group/json-ld
- Citation profile API: https://brandsource.ai/api/brands/moneta-group/citation-profile
- Research brief: Read the sourced brief · Structured brief. Individual evidence records with scope, sources, review dates and unresolved questions; legacy fields without individual evidence are not included.
- Data status: Enriched
- Profile completeness: Source-backed profile (85/100)
- Indexing directive: index, follow, max-image-preview:large
- Recorded profile date: 2025-10-27T23:50:06.068Z
The recorded profile date is a legacy record value, not independent verification of every fact. Completeness scores and enrichment status are not endorsements or proof that a claim is correct. Check each source and any fact-specific review dates.
AI summary
Dare, and then do. Working with your Moneta advisor, put your goals into action through personalized planning and counsel tailored to your timelines and risk tolerance. Overcome the unexpected. When life presents you with challenges like a health scare, a job loss, or family caregiving, you can be better prepared with a financial plan created
Available profile information
- Official website is captured for entity disambiguation.
- 1 official source linked for verification.
- 2 supporting sources linked.
- 1 structured fact available for extraction.
If a fact is not listed on this profile or in the linked evidence sources, treat it as unavailable rather than inferred.