Money Concepts Capital
Finance · Florida, United States · 51-200 Employees
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Overview
Headquarters
11440 N Jog Rd Ste 101, West Palm Beach,...Phone Number
(561) 472-2000Website
www.moneyconcepts.comRevenue
$20.5 MillionIndustry
ZI Rank: 3
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
2
2
2
3
About Money Concepts Capital
Money Concepts offers their Money Concepts Financial Planning Centers to community-based financial institutions, tax professionals and independent financial planners for unbiased client and customer holistic financial planning and wealth management solution development. Money Concepts is a privately held company completely independent of the influence of product providers.Explore more
Money Concepts Capital Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$31.6M
51-200
Private
-
1985
NH
Nadenia HarringtonAdministrator - Chief Operating Officer and MD Professional Practice
Company Profile Activity
Activity Insights
Money Concepts Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Money Concepts Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Money Concepts Capital.
Money Concepts Capital financials insights
Gather financial insights about Money Concepts Capital, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
Money Concepts Capital Tech Stack
A closer look at the technologies used by Money Concepts Capital
Most Recent Scoops
Person-Based
Left Company
Executive Move
Executive Moves, Left Company
Project
, according to a front-line source in Financial Planning, is planning to release a request for proposal (RFP) for initiatives related to customer relationship management (CRM) within the next three to six months. Money Concepts Capital is currently evaluating Freshworks Freshales and RedTail.The organization will be decreasing investments and is considering the use of a contingent workforce to support these efforts.
CRM, Spending/Investment, Request for Proposal (RFP), Contingent Workforce, Financial Planning, Finance, Financial Strategy
Project
, according to a front-line source in Financial Planning, is planning to release a request for proposal (RFP) for initiatives related to debt and equity within the next six to nine months. Money Concepts Capital is currently evaluating CompTrak.
Request for Proposal (RFP), Financial Planning, Compensation & Benefits, Employee Relations, Workforce Management, Business Finance, Finance, Financial Strategy, Financing & Debt
Project
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
Money Concepts Capital News & Media
Money Concepts® Named Company of the Year and Top Broker-Dealer of 2025 by Financial Services Review
Firm honored for advisor-first culture, bold leadership, and love-based capitalism in action. Firm honored for advisor-first culture, bold leadership, and love-based capitalism in action.Money Concepts® Hosts 2025 Financial Planning Congress in Nashville
Bringing Connection and Growth to Independent Financial Advisors Nationwide Bringing Connection and Growth to Independent Financial Advisors NationwideDenis Walsh Receives Loren Dunton Lifetime Achievement Award from the IARFC
Palm Beach Gardens, Fl, May 06, 2025 (GLOBE NEWSWIRE) -- The International Association of Registered Financial Consultants (IARFC) has honored Denis Walsh, President & CEO of Money Concepts International, with the Loren Dunton Lifetime Achievement Award. This prestigious award recognizes individuals who have made a lasting impact on the financial services profession, contributed to financial education, and upheld the highest ethical standards in financial consulting.Money Concepts Awarded 2024 Impact Award in Digital Wealth Management by Datos Insights
Palm Beach Gardens, Florida, March 03, 2025 (GLOBE NEWSWIRE) -- Datos Insights, a global advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to the Financial Services industry, recognized Money Concepts as a winner of their 2024 Impact Award for Digital Wealth Management. This award holds special significance to Money Concepts due to a commitment the firm made at its inception.
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Money Concepts offers their Money Concepts Financial Planning Centers to community-based financial institutions, tax professionals and independent financial planners for unbiased client and customer holistic financial planning and wealth management solution development. Money Concepts is a privately held company completely independent of the influe... Read More
