Muchler Financial

Dansville, United States Founded: 2012 • Age: 14 yrs Acquired By Allworth Financial
Financial advisory services are provided to clients by Muchler Financial.

About Muchler Financial

Muchler Financial is a Financial Services company based in Dansville (United States) founded in 2012 by Scott Hanson, and was acquired by Allworth Financial in August 2022. Financial advisory services are provided to clients by Muchler Financial. Its chief executive, as recorded, is Scott Hanson. Its Indian entity Fdc Web Technologies Private Limited reported revenue of β‚Ή10.79 Cr. Muchler Financial offers products and services including Wealth Management, Investment Management, Tax Planning, and Estate Planning. Its focus areas include Asset Management and Financial Advisors. Its competitors include MassMutual, Point Digital Finance and American Family Insurance; 1 of its 3 listed competitors has raised funding.

Company details

Muchler Financial was established in 2012 in Dansville, United States, as a provider of financial advisory services. Operations are centered on delivering guidance in financial planning and related areas within the finance sector. The company is headquartered in the United States, with services targeted at clients seeking advisory support. Leadership is held by Scott Hanson, serving as co-founder and co-CEO. Focus remains on factual financial consultations without additional product offerings.

Operational Areas
Key Metrics
  • Indian entity revenue
    ₹10.79 Cr

    FY 2025 · +28% YoY

  • Indian entity net profit
    ₹1.55 Cr

    FY 2025 · 14% margin

  • Indian entity EBITDA
    ₹2.20 Cr

    FY 2025 · 20% margin

  • Investors
  • Acquired by

Products & Services of Muchler Financial

Muchler Financial offers a comprehensive portfolio of products and services, including Wealth Management, Investment Management, Tax Planning, and Estate Planning.

Wealth Management
Financial Services

Services for managing personal finances and investments.

Investment Management
Financial Services

Advisory for portfolio strategies and asset growth.

Tax Planning
Financial Services

Strategies to optimize taxes and financial planning.

Estate Planning
Financial Services

Guidance on estate and inheritance management.

Apps and channels of Muchler Financial

its YouTube channel Allworth Financial has 649 subscribers and 30 videos.

Allworth Financial
YouTube 649 subscribers 30 videos Education
Open channel

Videos from Muchler Financial

The most watched videos on Muchler Financial's YouTube channel, Allworth Financial (649 subscribers). Click a video to play it here.

AI Hype, the 4% Withdrawal Rule, and Real-Life Retirement Questions
142 views
Is the 4% Rule Dead? Safe Withdrawal Rates, Inflation & Spending in Retirement (4.7% Update)
118 views
Capitalism, Roth Strategies, Tax-Efficient Giving, and Retirement Peace of Mind
113 views
Tax-Efficient Investing, Retirement Choices, and Market Shifts
97 views

More on Allworth Financial.

Investors in Muchler Financial

Muchler Financial has secured backing from 1 investor. Prominent investors backing the company include Allworth Financial.

All
InvestorDescriptionFounded YearDomainLocation
Provider of retirement planning services
2018allworthfinancial.comFolsom, United States
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Investor details for Muchler Financial

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Board of directors of Fdc Web Technologies Private Limited (Muchler Financial)

Fdc Web Technologies Private Limited is the primary company behind Muchler Financial. The board of Fdc Web Technologies Private Limited currently have 2 directors; the longest-serving is Alexis Berno, appointed in 2018. 2 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Alexis Berno
DIN 08152516
Director07 Jun 20188 yrs 4 moFdc Web Technologies Private Limited
Sreeja Sreeram
DIN 10042399
Managing Director14 Feb 20233 yrs 8 moFdc Web Technologies Private Limited

People of Muchler Financial

1 people are tracked at Muchler Financial (1 in leadership).

NameRoleGroup
Scott Hanson
Co-Founder & Co-CEOLeadership
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Financials of Muchler Financial

Figures of Fdc Web Technologies Private Limited, the primary company behind Muchler Financial, for FY 2025. Revenue was ₹10.79 Cr (+28% year on year). Net profit was ₹1.55 Cr (14% margin). EBITDA was ₹2.20 Cr (20% margin). Revenue has grown at a compounded annual rate of +14% over three years and +31% over five years.

  • ₹10.79 CrRevenue · FY 2025 · +28% YoY
  • ₹1.55 CrNet profit · 14% margin
  • ₹2.20 CrEBITDA · 20% margin
  • ₹9 LakhPaid-up capital
  • +14%Revenue CAGR, 3 years
  • +31%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Fdc Web Technologies Private Limited are on its company page.

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Detailed financial statements for Muchler Financial

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Timeline of Muchler Financial

2 dated milestones of Muchler Financial across 10 years, from founding to its latest funding, stage changes and deals.

  1. Founded Muchler Financial is founded.
  2. Exit Acquired by Allworth Financial.

Competitors of Muchler Financial

Muchler Financial has 3 listed competitors in our database, 1 of them funded. They include MassMutual, Point Digital Finance and American Family Insurance.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
massmutual.com1851Springfield, United States10,466
Mutual life insurance company
point.com2015Palo Alto, United States$245.65M144
Fractional home equity is sold online for interest-free loans.
amfam.com1927Madison, United States13,713
Personal and business insurance products are provided nationwide.
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Detailed competitors of Muchler Financial

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Top companies in Asset Management

3 companies that operate in the same segment as Muchler Financial (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about Muchler Financial

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Frequently Asked Questions about Muchler Financial

Muchler Financial was founded in 2012.

Muchler Financial is headquartered in Dansville, United States. It is registered at Dansville, New York, United States.

Scott Hanson is the CEO of Muchler Financial, as recorded in our data. They have also founded this company.

The primary company behind Muchler Financial, Fdc Web Technologies Private Limited, reported revenue of β‚Ή10.79 Cr for FY 2025, up 28% year on year.

Muchler Financial was established in 2012 in Dansville, United States, as a provider of financial advisory services. Operations are centered on delivering guidance in financial planning and related areas within the finance sector. The company is headquartered in the United States, with services targeted at clients seeking advisory support. Leadership is held by Scott Hanson, serving as co-founder and co-CEO. Focus remains on factual financial consultations without additional product offerings.

Muchler Financial's top competitors include MassMutual, Point Digital Finance and American Family Insurance.

Muchler Financial offers Wealth Management, Investment Management, Tax Planning, and Estate Planning.

Muchler Financial has 1 investor. Key investors include Allworth Financial.

Muchler Financial operates through Fdc Web Technologies Private Limited.

Yes. Muchler Financial was acquired by Allworth Financial in August 2022.

The legal entities of Muchler Financial currently have 2 directors, including Alexis Berno, Sreeja Sreeram.

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