Moenio Consulting

What Moenio Consulting does

Moenio Consulting is a privately held, for-profit boutique consultancy founded in 2015 and headquartered in Miami, Florida. According to its self-description, the firm provides a broad portfolio of services spanning financial consulting, advisory, coaching, training, asset management, and wealth management. The stated service mix is wide and undifferentiated relative to specialized competitors, covering both financial and non-financial advisory work, which suggests a relationship-led, generalist practice rather than a focused niche offering.

The company is founder-led by Kevin Neal and operates with a very small team (1-10 employees). The firm's website (consulting.moenio.com) is currently a non-functional verification/loading page and provides no additional detail on products, pricing, technology stack, customer segments, or operating geographies beyond the Miami base. No proprietary technology, patents, certifications, partnerships, or productized service lines are disclosed in the available data.

From a business model standpoint, Moenio Consulting appears to operate as a traditional professional services practice, generating revenue through billable advisory engagements with individual or small-business clients. No pricing model, GTM motion, customer logos, or revenue disclosures are available. With no funding rounds, no disclosed revenue, a single named founder, and minimal public footprint, the company reads as a micro-scale, founder-dependent advisory practice rather than a venture-backable or acquisition-attractive entity.

Name

Moenio Consulting

Website

https://consulting.moenio.com

Company type

Private

Founded year

2016

Headcount range

1–10 employees

Short description

Moenio Consulting is a privately held Miami-based boutique advisory firm founded in 2015 by Kevin Neal, offering financial consulting, coaching, training, asset management, and wealth management services to individual and small-business clients via a small (1-10) team.

Ownership category

akta.pro rank

Product category

Financial Advisory & Management Consulting

NAICS

Portfolio Management and Investment Advice (52394), Management Consulting Services (54161)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Strategy & Corporate Development Consulting (BPAHACAA), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Financial consulting
• Wealth management
• Asset management
• Business advisory
• Executive coaching

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Moenio Consulting provides financial, consulting, advice, coaching, training, asset, and wealth management services to clients. The firm operates as a small, founder-led advisory practice based in Miami, offering personalized expert guidance across financial planning, asset and wealth stewardship, professional coaching, and training engagements.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Consulting Services Professional financial consulting and advisory services provided to clients seeking expert financial guidance.
• Coaching Services Professional coaching services offered to individuals or organizations by Moenio Consulting.
• Training Services Training services delivered to clients covering professional/financial topics relevant to their needs.
• Asset Management Services Asset management services provided to clients to manage financial assets under advisory mandate.
• Wealth Management Services Wealth management services provided to clients to plan, preserve, and grow personal or organizational wealth.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights2 records

Broad incumbents

• Bain & Company: A global management consulting firm providing strategy and corporate development advisory, comparable to the consulting side of Moenio's offering as a broad incumbent.
• BearingPoint: A management and technology consulting firm offering strategy, operations, and transformation advisory, comparable to Moenio's consulting services as a broader incumbent.
• Cetera Financial Group: A large network of independent financial advisors offering wealth management, financial planning, and investment advice, representing a broader incumbent comparable to Moenio's wealth and advisory services.
• Edelman Financial Engines: A large RIA providing investment advisory, financial planning, and wealth management services to a broad client base, representing a comparable wealth/advice category to Moenio at much larger scale.
• Focus Financial Partners: A partnership platform for independent RIAs and wealth advisory firms; comparable to Moenio in category and serves as a relevant incumbent for a small RIA-style consulting firm in the wealth management space.
• Commonwealth Financial Network: A large independent broker-dealer and RIA supporting independent financial advisors with wealth management and practice consulting services, comparable to Moenio in offering category.

Direct peers

• Captrust: An independent RIA providing investment advisory, wealth management, and institutional consulting services, with a model that combines consulting and investment management comparable to Moenio's stated mix.
• Mercer Advisors: A national RIA offering wealth management, financial planning, and consulting-style advisory services to HNW individuals and families — directly comparable to Moenio's wealth management and advice offerings, though at vastly greater scale.
• Mariner Wealth Advisors: A large RIA providing investment advisory, financial planning, and consulting services to HNW clients and institutions, with a similar multi-disciplinary advisory model to Moenio.
• Steward Partners Global Advisory: An employee-owned financial services firm providing wealth management, investment advisory, and consulting services to HNW clients, with a similar boutique-style multi-disciplinary advisory offering.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Moenio Consulting