MP2 Financial

Founded: 2018 • Age: 8 yrs Acquired By Evelyn
Independent financial advice and planning services are offered.

About MP2 Financial

MP2 Financial is a company founded in 2018 was acquired by Evelyn in May 2024. It operates as a Financial Consulting. MP2 Financial offers products and services including Financial Planning and Retirement Planning.

  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Evelyn

    (May 01, 2024)

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Products & Services of MP2 Financial

MP2 Financial offers a comprehensive portfolio of products and services, including Financial Planning and Retirement Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Personalized financial planning services are provided to help families and veterans build lasting money habits, prepare for retirement, and adapt to changing financial trends.

Tailored retirement strategies are offered to ensure long-term financial security for clients.

Funding Insights of MP2 Financial

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in MP2 Financial

MP2 Financial has secured backing from 1 investor. Prominent investors backing the company include Evelyn. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
Wealth management, financial advisory, and investment services are provided.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by MP2 Financial

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - MP2 Financial

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Mp2 Financial Comparisons

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Competitors of MP2 Financial

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Mp2 Financial

Frequently Asked Questions about MP2 Financial

When was MP2 Financial founded?

MP2 Financial was founded in 2018.

What does MP2 Financial do?

Financial education and personalized planning services are delivered by MP2 Financial to families, veterans, and individuals across 13 states in the U.S. Comprehensive strategies are implemented to build strong financial foundations, prepare for retirement, and adapt to evolving market trends. Market insights and data-driven analysis are leveraged to create tailored solutions that address unique client needs in the financial services sector.

What products or services does MP2 Financial offer?

MP2 Financial offers Financial Planning and Retirement Planning.

Who are MP2 Financial's investors?

MP2 Financial has 1 investor. Key investors include Evelyn.

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