Moneta Group

St. Louis, MO

Est. 1869

300+ employees

60 TrustRank™

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4.8/5

Review Score

180 reviews

44%

AI Visibility

TrustRank™ score

—

Industry Rank

Financial Advisors

DA / DR

Domain authority

300+

Team Size

Employees

157 yrs

Experience

Founded 1869

About Moneta Group

Independent multi-family office and RIA providing comprehensive wealth management services to ultra-high-net-worth individuals.

Services Offered

Multi-Family OfficeComprehensive Wealth ManagementTax PlanningEstate Planning

Minimum engagement: $2M AUM

AI Platform Visibility

ChatGPT51%

Perplexity46%

Google AI Overviews43%

Claude40%

Scores reflect how frequently Moneta Group appears in AI-generated responses across tracked fee-only and fiduciary financial planning queries. Measured monthly via ProCloser.ai's LLM Pipeline across 500+ prompts per platform.

TrustRank™ 60/100 — How It's Calculated

25%

Client Reviews

25%

AI Visibility

25%

Market Share

25%

Brand Reputation

TrustRank™ is ProCloser.ai's composite scoring system. It combines verified review data from Google and Clutch, AI search mention frequency across ChatGPT, Perplexity, Google AI Overviews, and Claude, market share and deal volume metrics, and domain authority signals. Updated monthly.

Client Reviews

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