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Moneta Group history
Moneta Group company history timeline
Schick led the firm’s 1988 rebranding as the Moneta Group, when its structure as a coalition of financial planners took shape.
In 1988, the name changed again to Moneta Group and evolved to a fee-only service provider to further support the transparent approach to client service.*
It was founded in 2011 when Linda Pietroburgo, now a team leader and Moneta partner, left a job in finance at the Washington University School of Medicine.
Mar 6, 2019 | Kittner Team, KMB Team, News Room | 0 comments
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| Company name | Founded date | Revenue | Employee size | Job openings |
|---|---|---|---|---|
| NO MORE Mortgage | 1996 | $5.8M | 91 | 5 |
| Capital Guardian | 2005 | $870,000 | 50 | - |
| Summit Financial Group | 1987 | $369.6M | 439 | 1 |
| Resource Financial Services | 2008 | $2.7M | 63 | - |
| Plug and Play Tech Center | 2006 | $17.5M | 3 | 1 |
| East River Development Alliance | 2003 | $120,000 | 5 | - |
| Foothill Securities, Inc. | - | $3.9M | 45 | - |
| Pitcairn | 1923 | $10.2M | 50 | 11 |
| KLR | 1975 | $2.1M | 20 | 31 |
| Financial Architects Partners | 2013 | $650,000 | 2 | - |
Moneta Group history FAQs
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Moneta Group may also be known as or be related to Moneta Group, Moneta Group Investment Advisors LLC, Moneta Group LLC and Moneta Group, LLC.