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 |
|---|---|---|---|
| Amplify Life Insurance | Jun 2024 | Series B | Co-investor |
| Farther | Sep 2023 | Series B | Co-investor |
| Farther | Aug 2022 | Series A | Co-investor |
| Panorays | Sep 2021 | Series B | Co-investor |
| Insurify | Sep 2021 | Series B | - |
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
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
