Moneta Group is a wealth manager based in St. Louis, United States, founded in 1869. Verified contact details, AUM data, and investment preferences on FindLPs.
Moneta Group is a wealth management firm based in Saint Louis, Missouri. The firm provides individualized advice and counseling in the preservation, growth, and administration of wealth for high-net-worth individuals and families. The firm offers family office services including financial planning, estate planning, tax planning, investment services, and trust administration. Established 1869, Moneta Group provides Family CFO services to clients with complex financial lives. Moneta's financial advisors work with individuals and families in every stage of the wealth life cycle from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. They help clients secure their current financial wealth and plan for the future they imagine by developing earning, spending, saving and tax strategies to support that vision; then they take care of the detailed work to implement the plan for them.
Investment types: Buyout, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Sectors & themes: Travel Accommodations & Tourism, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Equity/Mutual Funds, Industrial Machinery Manufacturing & Components, Investment Management, Industrial Property Acquisition & Development High-Level Sectors, Tourism & Hospitality, Finance, Financial Services, Traditional Investments (Liquid Assets), Manufacturing, Real Estate, Real Estate Investment & Development
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 100 South Brentwood Blvd., Suite 500\nClayton\nMissouri\n63105\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.