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MONEY INTELLIGENCE
Money Intelligence provides high-tech, high-touch 401(k) retirement planning services for small businesses through Fortune 500 firms. It automates 401(k)...
Overview
Money Intelligence provides high-tech, high-touch 401(k) retirement planning services for small businesses through Fortune 500 firms. It automates 401(k) administration and compliance via payroll integration and offers low-cost index funds. Service tiers include TPA and recordkeeping, payroll integration, and 3(16) and 3(21) fiduciary options. The firm was founded by experts from the nation’s largest financial institutions.
General information
Principals
Monte Malhotra
Frequently asked questions
What is the wealth origin of MONEY INTELLIGENCE?
The source of the firm's capital has not been disclosed in any public document or press report. No family or individual has been publicly tied to the entity.
Does MONEY INTELLIGENCE make direct investments or fund commitments?
No investment activity — direct, fund-backed, or otherwise — has been publicly recorded. The firm's deployment strategy is unknown.
What sectors does MONEY INTELLIGENCE focus on?
No sector preferences, portfolio companies, or investment targets have appeared in public materials. The firm's sector focus is unconfirmed.
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