Do More. Become an Advisor with Moneta.

Moneta teams operate independently, with their own P&L, but work alongside each other, sharing expertise, ideas and experience to better serve clients. Our entrepreneurial spirit is strong. Our institutional knowledge is empowering. We share a common vision and the resources to get us there.

Amanda Barrale, Moneta’s Chief Platform Officer, was featured on The COO Roundtable podcast to discuss how her team supports advisors so they can focus on what they love and do best – while delegating what they don’t.

“We want to make sure that they have time for practice management, that they’re not so tied down in actual practice operations,” Barrale said during the podcast.

Barrale outlines how advisors at Moneta maintain ownership and control over their practice with autonomy while plugging into the firm’s immense resources and reputation – which empower them to grow their business much faster than they could on their own.
“How can Moneta support you in your endeavor of growing your practice and growing your business the way that you want to? Our operational offerings for those firms are built to really solve a lot of those pain points. We have our back office structured as such that these firms will have access to, not only compliance resources, marketing, investment, research, and diligence, you have also the facilitation of onboarding a client,” Barrale said during the podcast.

Click on the image below. You can also see a full transcript of the podcast by clicking here.

Supported by Moneta’s Enterprise Service Team (EST)

Running the middle- and back-office of an RIA requires more time, cost and risk than ever. Moneta’s centralized Enterprise Service Team (EST) not only handles many of those challenges for you, but also maximizes efficiencies and differentiates your services. Our EST of nearly 80 industry professionals with specialized expertise is committed to providing a level of service that advisors can’t find anywhere else so advisors can do the same for their clients. We are uniquely qualified to design and deliver this platform. Our client service teams have worked together from a single location for more than 30 years. Now at 23 teams, our extensive experience and concentration of institutional knowledge gives us a powerful perspective on what clients want and advisors need.