Moneta Group Investment Advisors
Overview
Moneta Group Investment Advisors is a fee-only firm specializing in providing family office and institutional advisory services. The firm offers financial planning, tax planning, estate planning, risk management, retirement planning, business succession consulting, concierge services, and portfolio management services to high-net-worth families, individuals, and institutional clients.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Farther | Sep 2023 | Series B | Co-investor |
| Insurify | Sep 2021 | Series B | - |
| Amplify Life Insurance | Jun 2024 | Series B | Co-investor |
| Panorays | Sep 2021 | Series B | Co-investor |
For institutional investors. Book with your work email.
Key People
Diane Compardo
Founding Partner - Compardo, Wienstroer & Janes
CEPA Matt Sallaberry
Partner
CFP® AIF® James Chalmers
Partner
CFP® Brad Koeneman
Partner
CFP® Brooke Hunady
Partner
CFP® Danton Troyer
Partner
CFP® Don Kukla
Partner
CFP® Erin Hadary
Partner
CFP® Jason Sandry
Partner
CFP® Jaye Everland
Partner
CFP® Lynn M. Dunston
Partner Family Office Advisor Private Wealth, Tax, And Estate Advisor
CFP® Michael Machnowski
Partner
CFP® Mike Torney
Partner
CFP® Nic Perez
Partner
CFP® Nicole Bailey
Partner
CFP® Patrick Akins
Partner
For institutional investors. Book with your work email.
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Moneta Group Investment Advisors based?
Moneta Group Investment Advisors is headquartered in St. Louis, Missouri, United States.
When was Moneta Group Investment Advisors founded?
Moneta Group Investment Advisors was founded in 1869.
How many portfolio companies does Moneta Group Investment Advisors have?
Moneta Group Investment Advisors has 6 portfolio companies in Caplight's dataset.
What are some companies in Moneta Group Investment Advisors's portfolio?
Portfolio companies visible on Caplight include Farther, Insurify, Amplify Life Insurance, Panorays.
What was Moneta Group Investment Advisors's most recent investment shown here?
Moneta Group Investment Advisors's most recent investment in this portfolio sample was in Amplify Life Insurance in 2024.
What sectors does Moneta Group Investment Advisors focus on?
Moneta Group Investment Advisors focuses on FinTech, FinTech, FinTech, Consumer & Commerce, FinTech, Cybersecurity, Enterprise Software, Enterprise Software, Media, Entertainment & Gaming, Consumer & Commerce, Enterprise Software.
What company stages does Moneta Group Investment Advisors focus on?
Moneta Group Investment Advisors typically invests at the Early stage.