Monetaire Headquarters & Office Locations

Monetaire is headquartered in New York, United States. Founded in 1998, the company employs approximately 175 people worldwide.

What does Monetaire do?

Monetaire Wealth Management™ is an innovative software platform built by a team of banking and brokerage industry veterans to address the financial advice and planning requirements of the modern financial institution. The platform’s goal-oriented, risk-adjusted advice functionality allows financial service providers to address the full spectrum of their customers concerns on both sides of the balance sheet and income statement. The platform employs a component architecture comprised of a Rule Builder Workstation, Computation Engine, and easy-to-customize User Interface (UI) Templates, and Platform Controller which allows financial service providers to adapt rapidly to changes in the marketplace. By leveraging the Monetaire Wealth Management Platform, banks, brokers, asset managers, and insurance companies have achieved the following business objectives: Build brand identity by providing valuable financial advice to customers and prospects Deliver consistent advice across multiple distribution channels Prepare employees to interact productively with customers across the full spectrum of financial and demographic profiles, from retail to high net worth Offer advice in a secure, compliant, multi-language, multi-currency environment Monetize Financial Advice™ – ensure return on investment by tying customer appropriate product and service recommendations to financial advice