Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...
Kyle Wright
Advisor
CPA, CFP®
As an Advisor on the Finerty Team, Kyle Wright excels at building meaningful relationships with clients to understand their goals and aspirations. He effectively communicates tailored strategies to ensure their financial well-being and peace of mind.
Kyle earned his Master of Accountancy from the University of Missouri-Columbia. Before joining the Finerty team at Moneta, Kyle started his career in Denver, Colorado where he worked for KPMG and Riveron Consulting, performing financial due diligence on buy and sell-side deals for private equity and investment banks. He is also a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER®.
Kyle now lives in Warson Woods, MO with his wife and their dog. In his free time, he enjoys playing golf, supporting all St. Louis sports teams, and spending time with friends and family.
- CERTIFIED FINANCIAL PLANNER®
- Certified Public Accountant
- Series 65 licensed
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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
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We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...
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