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Moneco competitors & alternatives
The 12 closest competitors and alternatives to Moneco among asset management companies — ranked by similarity to what Moneco actually does, not by market-cap band.
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About 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.
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 →
Top 12 Moneco competitors
Ranked by semantic similarity — how close each company is to Moneco by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
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.
Similar asset management company
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.
Similar asset management company
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.
Similar asset management company
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.
Similar asset management company
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.
Similar asset management company
NEPC, LLC is a financial services firm headquartered in Boston, Massachusetts, that provides fiduciary investment consulting and institutional consulting services.
Similar asset management company
TFO Wealth Partners provides wealth management, family office services, investment advisory and management, estate and tax planning coordination, and corporate retirement plan services. The firm serves high-net-worth individuals, families, and business owners.
Similar asset management company
Freestone Capital Management is an independent investment and wealth-management firm based in Seattle, Washington. It provides portfolio management, financial planning, and related investment services primarily to high-net-worth individuals, families, trusts, and institutions.
Similar asset management company
First Eagle Investments provides investment strategies and mutual funds for individual investors and financial professionals. The firm offers advisory products, services, and funds across multiple global jurisdictions.
Similar asset management company
Monroe Capital LLC is an asset management firm that specializes in private credit markets, providing capital solutions such as direct lending, venture debt, and structured credit to businesses in the U.S. and Canada. The firm serves business owners, management teams, private equity sponsors, and independent sponsors, while also offering a variety of investment products tailored for institutional and high-net-worth investors.
Similar asset management company
Curi Capital provides wealth management, investment solutions, family office services, and retirement plan solutions for individuals and organizations. The firm offers tailored planning, investment management strategies including equity, fixed income, and alternatives, and fiduciary services.
Similar asset management company
Brighton Jones is a registered investment advisory and wealth management firm headquartered in Seattle, Washington. It provides integrated financial planning, investment management, and related family-office services to high-net-worth individuals, families, and business owners.
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