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Moneta Group
Moneta Group runs a multi-family office from St. Louis, United States. The firm began in 1869 as a 19th-century insurance brokerage that evolved into one of...
Moneta Group
Moneta Group runs a multi-family office from St. Louis, United States. The firm began in 1869 as a 19th-century insurance brokerage that evolved into one of the nation’s earliest financial-planning practices. Partner-owned advisors oversee substantial multigenerational wealth and provide fiduciary advice, tax and estate planning, private markets access, and an in-house trust company that simplifies intergenerational transfers.
General information
Firm type
Multi Family Office
Year founded
1869
AUM
42700 (Altss estimate)
Location
Region
North America
Country
United States
City
St. Louis
Corporate office
190 Carondelet Plaza, Suite 1200, St. Louis, MO 63105, USA
Additional offices
Mission Woods, KS, United States · Chicago, IL, United States · Denver, CO, United States · Worcester, MA, United States
Principals
Eric Kittner
CEO and Chairman
Aoifinn Devitt
CIO
Sector focus
Frequently asked questions
Who runs investment decisions at Moneta Group?
Eric Kittner serves as CEO and Chairman. Aoifinn Devitt holds the CIO role and represents the firm at external wealth management events.
How does Moneta Group source proprietary deal flow?
The firm participates in industry panels such as SXSW sessions on VC allocation alongside groups including Sapphire Partners and Capital Creek Partners.
Is Moneta Group structured as a single family office or does it operate more like a venture firm?
Moneta Group functions as a multi-family office. It offers fiduciary advice and private markets access to multiple client families through an in-house trust company.
Does Moneta Group participate in fund commitments or only direct deals?
The firm uses fund-of-funds structures in addition to direct co-investments and SPVs across private equity and other alternative asset classes.
Where does the underlying wealth come from?
The firm traces its origins to a 19th-century insurance brokerage that developed into a financial planning practice serving multigenerational wealth.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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