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Moneco
Moneco Advisors, LLC is a registered investment adviser headquartered in Fairfield, Connecticut, with additional offices in New Canaan. The firm delivers comprehensive financial planning, investment management, and personalized advisory services.
Subscribe to see Moneco’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
Moneco at a glance
Moneco is an asset management company. Its most recent funding round, Crowdfunding, raised $3.3M in August 2025. Xcout tracks 37 named people at Moneco, including Bilal Dahlab (CEO). Xcout recorded 10 job postings from Moneco in the last 90 days.
Moneco leadership
- Bilal DahlabCEO
- Charlie RoccoManaging Partner & CEO
- Ginnie ThompsonManaging Partner & COO
- Shams RadjabalyCOO
- Kuassi Jimmy KumakoCTO
- Allison LoringDirector of Compliance & CCO
31 more named people on record for Moneco, with roles, board committees and tenure — see the full roster →
Moneco funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Crowdfunding | $3.3M | 4 named | |
| Seed | Undisclosed | 2 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at Moneco
Xcout recorded 10 job postings from Moneco in the last 90 days, from a hiring record Xcout has kept since August 2026.
The weekly hiring trend, the roles and locations behind it — see Moneco's hiring signals →
Investors
Moneco competitors
A few of Moneco's closest competitors — see the full list of competitors and alternatives →
Mercer Advisors is a fee-based registered investment adviser that provides comprehensive wealth management and family office services. Its offerings include financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and corporate trustee services.
Modera Wealth Management is a fee-only, fiduciary financial advisory firm delivering personalized financial planning services. The company serves clients across multiple offices along the East Coast of the United States, including locations in North Carolina and Pennsylvania.
Pathstone is an independent, partner-owned advisory firm and SEC-registered investment adviser that provides wealth management and family office services. It serves ultra-high-net-worth individuals, families, family offices, foundations, endowments, and mission-driven institutions by offering strategic financial planning, investment management, tax strategy, estate planning, and philanthropic services.
Parametric, also known as Parametric Portfolio Associates LLC, is an investment advisor registered with the US Securities and Exchange Commission. Headquartered in Seattle, Washington, the company specializes in providing custom and systematic investment strategies within the financial services industry.
Mariner Wealth Advisors is a wealth management firm headquartered in Overland Park, Kansas, offering financial planning and investment advisory services across multiple U.S. locations.
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More on Moneco in Xcout Intel
- 37 named people with titles, LinkedIn and board committees
- 2 funding rounds with the investors in each, and who they co-invest with
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access