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MONECO Advisors - Company Overview, Founder, CEO, Funding & Investment Details

Complete information about MONECO Advisors including founder details, CEO information, total funding raised, headquarters location, team size, and recent investment rounds.

MONECO Advisors company logo

A Wealth of Knowledge

MONECO Advisors is a multigenerational financial planning, tax consulting, and wealth management firm dedicated to serving individuals, families, and businesses with personalized financial strategies.

HeadquartersFairfield, Connecticut
Team size51-100
Founded1980

What is MONECO Advisors? - Company Overview & Details

MONECO Advisors is MONECO Advisors is a multigenerational financial planning, tax consulting, and wealth management firm dedicated to serving individuals, families, and businesses with personalized financial strategies. Founded in 1980, the company is headquartered in Fairfield, Connecticut.

Who Founded MONECO Advisors?

MONECO Advisors is led by CEO Charlie Rocco.

Who are the Key Executives at MONECO Advisors? - Leadership Team

MONECO Advisors is led by experienced executives in key positions:

Chief Executive Officer (CEO) of MONECO Advisors

Charlie RoccoCEO

Chief Technology Officer (CTO) of MONECO Advisors

CTO

About Charlie Rocco - CEO of MONECO Advisors

Charlie Rocco serves as the Chief Executive Officer of MONECO Advisors, leading the company's strategic vision and operations. Connect with them on LinkedIn for professional insights.

MONECO Advisors Company Details & Key Information

Where is MONECO Advisors located?

MONECO Advisors is headquartered in Fairfield, Connecticut.

How many employees does MONECO Advisors have?

MONECO Advisors has 51-100 employees.

When was MONECO Advisors founded?

MONECO Advisors was founded in 1980.

MONECO Advisors Official Website

How much funding has MONECO Advisors raised?

MONECO Advisors has raised undisclosed amount across 1 funding rounds. The most recent funding was completed on 2023-07-26.

Funding Overview

MONECO Advisors received private equity investment from Emigrant Partners.

N/A
Total Funding Raised
1
Funding Rounds
2023-07-26
Latest Round

MONECO Advisors Funding History

Private equity
2023-07-26

Who are the key investors in MONECO Advisors?

MONECO Advisors is backed by 1 key investors including Emigrant Partners. These investors focus on sectors.

MONECO Advisors Investor Overview

1
Key Investors
0
Focus Areas
0
Notable Investments

Complete List of MONECO Advisors Investors

Emigrant Partners

What sectors do MONECO Advisors investors focus on?

The investors backing MONECO Advisors primarily focus on sectors.

Featured Investor: Emigrant Partners

Emigrant Partners

Notable Investments:

What are MONECO Advisors's future plans?

Future Plans Information Not Available

Detailed information about MONECO Advisors's future plans and strategic initiatives is not currently available in our database.

What are the latest news about MONECO Advisors?

MONECO Advisors has 2 recent news updates covering key business developments and market activities.

MONECO Advisors News Overview

2
Recent Articles
Active
Media Coverage
2025-03-07
Latest Update

What is MONECO Advisors in the news for?

MONECO Advisors is currently featured in news for Stephanie Van Albert CFP at MONECO Advisors LLC receives award Emerging Leader Award at Women in Business Awards. and other significant business developments.

Recent News Articles About MONECO Advisors

Article 1
2025-03-07

Stephanie Van Albert CFP at MONECO Advisors LLC receives award Emerging Leader Award at Women in Business Awards.

Lead Advisor Stephanie Van Albert has won the Emerging Leader Award, recognizing her dedication and influence in financial planning under the age of 30.

westfaironline.com
Read News
Article 2
2025-02-23

MONECO Advisors LLC attends event Invesco BulletShares 2029 Corporate Bond ETF.

MONECO Advisors raised its holdings in Invesco BulletShares 2029 Corporate Bond ETF by 46.9% last quarter.

slatersentinel.com
Read News

MONECO Advisors FAQ - Frequently Asked Questions About Founder, CEO, Funding & Company Details

Find answers to the most common questions about MONECO Advisors including information about founders, CEO, funding history, investors, headquarters location, and company details. 14 frequently asked questions covering key information about the company.

MONECO Advisors Questions & Answers - Company Information

Q1

What is MONECO Advisors?

MONECO Advisors is a multigenerational financial planning, tax consulting, and wealth management firm dedicated to serving individuals, families, and businesses with personalized financial strategies.

Q2

Who founded MONECO Advisors?

MONECO Advisors is led by CEO Charlie Rocco.

Q3

Who is the CEO of MONECO Advisors?

The CEO of MONECO Advisors is Charlie Rocco. You can find more information about them on their LinkedIn profile.

Q4

Who are the investors in MONECO Advisors?

MONECO Advisors's key investors include Emigrant Partners.

Q5

Where is MONECO Advisors headquartered?

MONECO Advisors is headquartered in Fairfield, Connecticut.

Q6

When was MONECO Advisors founded?

MONECO Advisors was founded in 1980.

Q7

How many employees does MONECO Advisors have?

MONECO Advisors has 51-100 employees.

Q8

What is MONECO Advisors's official website?

You can visit MONECO Advisors's official website at http://monecoadvisors.com/.

Q9

What was MONECO Advisors's latest funding round?

MONECO Advisors's latest funding round was a Private equity round completed on 2023-07-26.

Q10

Who is founder?

Charlie Rocco

Q11

What does the company do?

MONECO Advisors is a multigenerational financial planning, tax consulting, and wealth management firm dedicated to serving individuals, families, and businesses with personalized financial strategies.

Q12

Latest funding date?

2023-07-26

Q13

Who are the investors?

Emigrant Partners

Q14

Latest news?

Lead Advisor Stephanie Van Albert has won the Emerging Leader Award, recognizing her dedication and influence in financial planning under the age of 30. MONECO Advisors raised its holdings in Invesco BulletShares 2029 Corporate Bond ETF by 46.9% last quarter.

More Information About MONECO Advisors

For additional details about MONECO Advisors, including the latest news, funding updates, and company developments, explore our comprehensive company database. Find information about startup funding, company valuations, executive leadership, and business intelligence data.