Moneta Group Overview

General Information

Moneta Group is a multi-family office headquartered in St. Louis, United States. Founded in 1869, the firm traces its roots to a 19th-century insurance brokerage that evolved into one of the nation’s earliest financial-planning practices. Partner-owned advisors oversee substantial multigenerational wealth, offering fiduciary advice, tax and estate planning, private markets access, and an in-house trust company that simplifies intergenerational transfers—delivering integrated investment and family office solutions.