Insights

Regional Leader Moneda Patria Investments is a Latin America asset management leader with a long track record, substantial AUM, and a strong local presence, presenting an opportunity to cross-sell advanced investment solutions and wealth management services to institutional clients and UHNW individuals across LATAM.

Wealth Management Synergy Existing structure includes Moneda Wealth Management, positioning a pathway to offer integrated advisory, private banking, and high-net-worth product suites to clients seeking diversified, long-term, sustainable returns.

Scale & Growth With USD 51B AUM and global operations exceeding USD 40B managed, there is potential to upsell additional asset classes, alternative investments, and tailored funds to optimize client portfolios and increase share of wallet.

Tech Enablement Adoption of AWS, S3, Salesforce and other tech stack elements indicates a modernized infrastructure suitable for data-driven sales enablement, client onboarding automation, and scalable reporting to institutional clients.

Strategic Partnerships Historical merger activity with Patria and notable external partnerships (e.g., Pfizer linkage) suggests openness to collaboration, co-branding, and white-label/mandate opportunities that can be explored for distribution agreements and strategic alliances.

Moneda Patria Investments Tech Stack

Moneda Patria Investments uses 8 technology products and services including Amazon Web Services, jsDelivr, Open Graph, and more. Explore Moneda Patria Investments's tech stack below.

Amazon Web Services

Cloud Hosting

jsDelivr

Content Delivery Network

Open Graph

Content Management System

Salesforce

Customer Relationship Management

Font Awesome

Font Scripts

Lightbox

Javascript Libraries

PHP

Programming Languages

X-XSS-Protection

Security

Moneda Patria Investments Email Formats	Example	Percentage
FLast@moneda.cl	JDoe@moneda.cl	95%
First@moneda.cl	John@moneda.cl	3%
FMLast@moneda.cl	JMDoe@moneda.cl	1%
FirstLast@moneda.cl	JohnDoe@moneda.cl	1%

Moneda Patria Investments Email Formats

Example

Percentage

FLast@moneda.cl

JDoe@moneda.cl

95%

First@moneda.cl

John@moneda.cl

FMLast@moneda.cl

JMDoe@moneda.cl

FirstLast@moneda.cl

JohnDoe@moneda.cl

Frequently Asked Questions

What is Moneda Patria Investments's phone number?

You can contact Moneda Patria Investments's main corporate office by phone at

+1-212-584-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Moneda Patria Investments's official website and social media links?

Moneda Patria Investments's official website is moneda.cl and has social profiles on LinkedIn.

What is Moneda Patria Investments's NAICS code?

Moneda Patria Investments's NAICS code is 52 - Finance and Insurance.

How many employees does Moneda Patria Investments have currently?

As of July 2026, Moneda Patria Investments has approximately 230 employees across 3 continents, including South AmericaNorth AmericaEurope. Key team members include Chief Economist And Global Investment Strategist: E. J.Vp Middle Office Funds Ops: N. M.Vp Human Resources Payroll & Benefits | Hr Ops: L. D.. Explore Moneda Patria Investments's employee directory with LeadIQ.

What industry does Moneda Patria Investments belong to?

Moneda Patria Investments operates in the Financial Services industry.

What technology does Moneda Patria Investments use?

Moneda Patria Investments's tech stack includes Amazon Web ServicesjsDelivrOpen GraphSalesforceFont AwesomeLightboxPHPX-XSS-Protection.

What is Moneda Patria Investments's email format?

Moneda Patria Investments's email format typically follows the pattern of FLast@moneda.cl. Find more Moneda Patria Investments email formats with LeadIQ.

When was Moneda Patria Investments founded?

Moneda Patria Investments was founded in 1994.

Moneda Patria Investments

Q: What is Moneda Patria Investments's official website and social media links?

Moneda Patria Investments's official website is moneda.cl. Moneda Patria Investments has social profiles on LinkedIn.

Q: How many employees does Moneda Patria Investments have currently?

Moneda Patria Investments has approximately 230 employees.

Q: What technology does Moneda Patria Investments use?

Moneda Patria Investments's tech stack includes Imperva, Google Tag Manager, FireEye Email Security, Salesforce, Open Graph.

Q: What is Moneda Patria Investments's NAICS code?

Moneda Patria Investments's NAICS code is 52 (Finance and Insurance).

Financial ServicesSantiago Metropolitan, Chile201-500 Employees

Moneda Patria Investments is a financial services company that operates as an asset manager, headquartered in Santiago, Chile (3621 Avenue Isidora Goyenechea p8 Las Condes). It is described as a leading asset manager in Latin America, with more than 37 years of experience and assets under management of approximately USD 51 billion. The firm serves institutional clients and high-net-worth individuals through Moneda Wealth Management, supported by a specialized investment team with deep knowledge of the companies in which it invests. It aims to deliver long-term, attractive returns and to generate sustainable value in the regions where it operates, maintaining a strong local presence. The organization reports global asset administration exceeding USD 40 billion and employs between 201 and 500 people; its website is https://moneda.cl.

Insights

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