Jenn P.
3/19/2025
Buyer Beware!! Monty is difficult to work with as he doesn't respond to emails, provide documents when asked, and did not fulfill his fiduciary responsibilities in managing our pension. We are...
Money Intelligence
(2)
Cupertino, CA 95014
Money Intelligence is a leading provider of automated 401(k) solutions, offering a streamlined and hassle-free experience for businesses. With a focus on low-cost investments and expert retirement advice, Money Intelligence helps companies provide their employees with the tools and support they need to reach their retirement goals.
Founded by industry experts with a deep understanding of employee retirement plans, Money Intelligence offers integrated solutions that seamlessly integrate with payroll providers and small business software. With a commitment to security and best-in-class benefits, Money Intelligence is revolutionizing the 401(k) landscape and helping businesses build a strong financial future for their employees.
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Reviews
1.02 reviewsAlexa A.
4/7/2023
Money Intel has been unresponsive and is refusing to roll my 401k and the 401k of my coworkers over to a new company.
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