Company Information

Get to know Moneta Group

Founded over 150 years ago and established as an independent entity in 2002, Moneta Group is a prominent wealth management firm headquartered in St. Louis, Missouri. Operating as a 100% partner-owned firm, Moneta is a Registered Investment Advisor (RIA) committed to a fiduciary standard. The company's core business model is its "Family CFO" service, which offers a holistic approach to wealth management, encompassing everything from investment management and financial planning to tax strategies, estate planning, and risk management for a select group of high-net-worth clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Other Service

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Moneta Group

United States

Founded in

1869 (157 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.