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BrandsMoneta Group

How AI describes Moneta Group

Data as of Aug 25, 2026 · Based on 3,181,687 AI responses across 10,525 prompts · See how Parse measures this

Moneta Group logoMoneta Groupmonetagroup.com

Moneta Group is a wealth management firm that provides personalized financial planning, investing, and legacy services for families and institutions. As of December 2025, the firm manages $50.54 billion in assets across 10 U.S. offices with 600 employees.

Parse Score

51.7

#125 of 223 in Fee-Only Fiduciary Financial Planners

Strength27
Reach37
Authority21

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Sources

team.monetagroup.com shapes more of what AI says about Moneta Group than any other source, at 50% of its citations.

unbiased.com · monetagroup.com

AI questions where Moneta Group appears

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The market map

Fee-Only Fiduciary Financial Planners →
2%5%10%20%50%Category leadersSpecialistsIn the mixLong tailNamed in more AI answers →Appears earlier in the answer →National Associa…Fee-Only NetworkGarrett Planning…XY Planning Netw…Mercer AdvisorsFlat Fee AdvisorsAdvice Only Netw…WealthtenderFacetDarrow Wealth Ma…Mission WealthFortitude Financ…Certified Financ…SecfiMoneta Group

Where AI ranks Moneta Group

Fee-Only Fiduciary Financial Planners#125

  • Excerpts where Moneta Group appeared in the AI's answer

    Google AI Mode · excerpt
    Moneta Group: Known for managing complex portfolios and providing specialized advice.
    Google AI Mode · excerpt
    Moneta Group: Provides holistic, fee-only wealth management, including tax strategy and complex portfolio management.