Millennial Wealth, LLC
Financial Planning for your Future, For your Experiences, For your Life
4 employees · est. 2016 · Seattle, United States
MONECO Advisors is the older company (2016 vs 1980); MONECO Advisors is the larger of the two.
Side-by-Side Comparison
| Metric | Millennial Wealth, LLC | MONECO Advisors |
|---|---|---|
| Founded | ||
| Founded | 2016 | 1980 older |
| Headquarters | ||
| Headquarters | Seattle, United States | Fairfield, United States |
| Employees | ||
| Employees | 4 | 52 larger |
| Industry | ||
| Industry | Financial Services, Wealth Management | Financial Services, Insurance, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Private Equity |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 1 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Planning, Retirement Planning, Insurance Advice, College Planning, Estate Planning, Tax Planning, Investment Management, Employee Benefits Optimization, Equity Compensation Planning, Debt Management, Real Estate Purchases, Alternative Investments, Business Exit Planning, Fee-only Advisor, Virtual Financial Planning | Financial Planning, Client-centric, Investment Advice, Registered Investment Advisor, Objective Advice, Unbiased Support, LPL Financial, SIPC Member, Comprehensive Financial Planning, Data-driven Approach |
| Website | ||
| Website | millennialwealthllc.com | monecoadvisors.com |
About Millennial Wealth, LLC
Millennial Wealth, LLC is a fee-only financial planning firm based out of Seattle, WA, specializing in serving professionals in tech. Offering virtual services across the country, the company provides a comprehensive range of financial planning services including cash flow analysis, retirement plann...
About MONECO Advisors
MONECO Advisors MONECO Advisors is a financial services startup with a commitment to providing personalized and client-centric wealth management solutions. Founded in 1980 in the United States, the company has established itself as a reliable and trusted partner for individuals seeking comprehensive...
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Funding, hiring, leadership and stack changes at Millennial Wealth, LLC and MONECO Advisors — by email.
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Compiled from the BounceWatch company index. We last looked at Millennial Wealth, LLC on 11 Sep 2024, and MONECO Advisors on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
