Money Intelligence

EST. AUM
$170,605,315

CONTACTS
2

CLIENT ACCOUNTS
274

Firm Details

Metro area San Jose
CRD Number 164597
Website moneyintel.com
Client types

Overview

Money Intelligence is a retirement plan services provider that offers a high-tech platform built around 401(k) plans. It provides recordkeeping, third-party administration, payroll integration, fiduciary investment advice (3(21) and 3(38)), investment lineup selection, and employee retirement guidance. The platform emphasizes low-cost index fund options, automated plan administration, and fiduciary support for plan sponsors and participants.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Money Intelligence

Platform Details

Investment Preferences

Alternative Activity

Address

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