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Money Intelligence is reinventing the 401(k) and fighting to turn 401(k)s into something employees love, instead of a hassle with high fees, poor investment choices, and complicated financial decisions. Money Intelligence's automated advisory platform provides every employee with the investment advice they need to invest successfully for their retirement. Giving your employees the best benefits shouldn't be limited to only the biggest companies. Money Intelligence also automates plan administration responsibilities for companies, so entrepreneurs can focus on building their companies and not on administering their benefits.

Website http://moneyintel.com
Revenue $5.3 million
Employees 4 (3 on RocketReach)
Founded 2012
Address 1601 S De Anza Blvd Ste 118, Cupertino, California 95014, US
Phone +1 408-656-4853
Technologies
Industry Asset Management, Investment Management, Finance General, Retirement, Finance, Financial Services, Investments, Enterprise Software, Software, 401(k), IRA, Stocks, Bonds, ETF, Index Funds, Cash Management, Benefits Consulting, Investing, RIA, Portfolio Management, Defined Benefit, ERISA, Pensions, Roth IRA, Pension Consulting
Keywords Financial Advisory, Retirement Planning, Retirement Solutions, Retirement Savings, Financial Planning, Retirement Plan, Investment Platform, Automated Investing, Investment Management, Wealth Management, Employee Retirement, Investment Advice, Employee Benefits, Pension Solutions, Robo Advisor, Digital Advice, Financial Technology, 401k Services
Competitors Intuit, Ally, Acorns, Personal Capital, Quicken, WalletHub, Path Curaçao (prevenshon di abusu i trafikashon di hende), CountAbout Corporation, Goodbudget +28 more (view full list)
SIC SIC Code 6211 Companies, SIC Code 62 Companies, SIC Code 621 Companies
NAICS NAICS Code 523 Companies, NAICS Code 52 Companies

Money Intelligence Questions

The Money Intelligence annual revenue was $5.3 million in 2026.

Matt Cook is the COO of Money Intelligence.

3 people are employed at Money Intelligence.

Money Intelligence is based in Cupertino, California.

The NAICS codes for Money Intelligence are [523, 52].

The SIC codes for Money Intelligence are [6211, 62, 621].

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