Moneta Tech Stack

Independent wealth management firm with centralized portfolio and planning infrastructure

Financial Services Clayton, Missouri 501–1,000 employees Founded 1869 Partnership

Moneta is a 150-year-old independent wealth management partnership serving individuals, families, and institutions across the full financial lifecycle. The tech stack—Addepar, Bloomberg, Salesforce, PostgreSQL, and React/Node.js—reflects a hybrid model: front-end advisory tooling layered over custom backend infrastructure. Active projects show heavy investment in centralized portfolio systems, advisor onboarding automation, and data consolidation, while repeated pain-point flags on onboarding process inefficiencies and compliance scaling suggest internal operations are the current friction point.

Tech Stack 19 technologies

Core StackSalesforce DocuSign React React Native Node.js TypeScript Express.js PostgreSQL Docker Microsoft Office Excel Eclipse Addepar Bloomberg Sequelize Azure Kubernetes Service

AdoptingMicrosoft Fabric

What Moneta Is Building

◆Challenges

Process inefficiencies in onboarding
High cash balances
Portfolio improvement opportunities
Scaling compliance processes
Smooth transition of advisor teams
Operational inefficiencies
Advisory team dynamics
Inefficient compliance processes
Account transfer requirements
Improving onboarding process

▲Active Projects

Centralized portfolio management implementation
Portfolio rebalancing initiative
Transition of data to moneta systems
Client onboarding and custodian transition plan
Advisor training program
Change management strategy implementation
Family cfo business
Tax loss harvest processing
Automation initiatives
Implementing best-in-class planning tool

Hiring Activity

Accelerating25 roles · 15 in 30d

Department

Finance

Support

Ops

Legal

Advisory

Engineering

Executive

Seniority

Mid

Junior

Manager

Senior

Intern

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About Moneta

Moneta provides comprehensive wealth management services including family office advising, estate and tax planning, retirement strategy, and institutional plan administration. The firm operates as an independent partnership headquartered in Clayton, Missouri with 501–1,000 employees. Client base ranges from high-earner wealth accumulators to ultra-high-net-worth families navigating multi-generational financial structures and complex liquidity events. Core service delivery combines financial planning, investment management, and ongoing relationship stewardship; current project focus emphasizes consolidating client portfolios onto centralized systems and streamlining advisor team transitions and client onboarding workflows.

HeadquartersClayton, Missouri

Company Size501–1,000 employees

Founded1869

Hiring MarketsUnited States

Frequently Asked Questions

What is Moneta's tech stack?

Moneta uses Addepar and Bloomberg for portfolio and market data, Salesforce for client relationship management, PostgreSQL and Node.js for backend systems, React for front-end interfaces, and Azure Kubernetes Service for infrastructure. Currently adopting Microsoft Fabric for data analytics.

Where is Moneta headquartered?

Moneta is headquartered in Clayton, Missouri. The firm was founded in 1869 and operates as an independent partnership with 501–1,000 employees in the United States.