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Moneta Group Investment Advisors

Moneta Group Investment Advisors

St. Louis, Missourimonetagroup.com

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.

Year Founded

1869

AUM

$37.4B

Portfolio Companies

6

Investments

CompanyDateStageLead
Amplify Life InsuranceJun 2024Series BCo-investor
FartherSep 2023Series BCo-investor
FartherAug 2022Series ACo-investor
PanoraysSep 2021Series BCo-investor
InsurifySep 2021Series B-
View all investments

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® 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® Patrick Akins

Partner

CFP® Patrick McGinnis

Partner

CFP® Steven Diederich

Partner

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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersSt. Louis, Missouri
Year Founded1869
AUM$37.4B

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