Published
Feb 16, 2026
Category
SEO
Industry
Wealth Management
Success Story – Moneta Group
Introduction
Over 12 months, SEOJetty executed a targeted Local SEO and content strategy for Moneta Group. Navigating strict financial compliance, we achieved a 326% increase in their organic keyword portfolio, a 164% lift in top-3 rankings, and a 23% boost in goal completions across four critical local markets.
Client Overview
Moneta Group is a mid-market (100-300 employees) wealth management firm based in St. Louis, MO, serving high-net-worth individuals and families.
The Challenge
Moneta faced intensifying competition. They needed to dominate four established local markets and expand their national footprint, all while strictly adhering to financial compliance regulations.
Goals & Success Metrics
- Goal 1: 300%+ increase in net organic keyword portfolio.
- Goal 2: 150%+ increase in top-3 keyword rankings within 12 months.
Strategy
Prioritize high-intent local SEO paired with aggressive citation cleanup. Rationale: Wealth management requires high trust; dominating local search builds immediate credibility, while a robust content strategy closes the national keyword gap against established competitors.
Execution
- Phase 1: Competitor keyword gap analysis.
- Phase 2: Citation profile improvements across 50+ key directories.
- Phase 3: Compliant geo-specific content creation targeting 4 key cities, supported by ongoing on-page optimization.
Measurement & Attribution
Success was tracked via GA4 goal completions, keyword portfolio monitors, and local rankings dashboards.
Results
- 326% increase in net organic keyword portfolio (12 months).
- 164% increase in organic keywords in positions 1-3.
- 23%+ increase in Google Analytics goal completions.
The Turning Point
Mapping competitor gaps revealed that local rivals lacked compliant, geo-specific long-form content. Pivoting our content calendar to prioritize these hyper-local pages accelerated ranking timelines.
Lessons Learned
- Compliance requirements are a filter for quality, not a roadblock.
- Hyper-local pages yield higher-intent conversions than broad national terms.
- Citation consistency directly impacts local map pack velocity.
What’s Next
Expanding geo-targeted pages to three new tier-2 markets over the next 90 days.
About SEOJetty + CTA
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