About MyNewFinancialAdvisor
MyNewFinancialAdvisor is a company based in Santa Barbara (United States) founded in 2009 was acquired by InvestedIn in October 2013.. MyNewFinancialAdvisor has raised $1.1 million across 1 funding round from investors including Wavemaker Partners and InvestedIn. MyNewFinancialAdvisor operates in a competitive market with competitors including Kurtosys, HNW, Navian Capital, AirFund and Mushroom Wealth, among others.
- Headquarter Santa Barbara, United States
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$1.1 M (USD)
in 1 rounds
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Latest Funding Round
$1.1 M (USD), Series A
May 01, 2013
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Investors
Wavemaker Partners
& 1 more
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Employee Count
Employee Count
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Acquired by
InvestedIn
(Oct 29, 2013)
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Funding Insights of MyNewFinancialAdvisor
MyNewFinancialAdvisor has successfully raised a total of $1.1M through 1 strategic funding round. The most recent funding activity was a Series A round of $1.1 million completed in May 2013. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series A — $1.1M
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First Round
First Round
(01 May 2013)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2013 | Amount | Series A - MyNewFinancialAdvisor | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in MyNewFinancialAdvisor
MyNewFinancialAdvisor has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Wavemaker Partners and InvestedIn. 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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Investments in early-stage technology companies are made by Wavemaker Partners.
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Founded Year | Domain | Location | |
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White-label crowdfunding software is provided for fundraising campaigns.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by MyNewFinancialAdvisor
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - MyNewFinancialAdvisor
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Mynewfinancialadvisor Comparisons
Competitors of MyNewFinancialAdvisor
MyNewFinancialAdvisor operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Kurtosys, HNW, Navian Capital, AirFund and Mushroom Wealth, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Cloud-based digital marketing solutions are offered for asset managers.
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| domain | founded_year | HQ Location |
Marketing and communications solutions are provided for financial services.
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| domain | founded_year | HQ Location |
Marketing solutions for structured financial products
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| domain | founded_year | HQ Location |
SaaS-based platform providing fund distribution and marketing solutions to fund managers
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| domain | founded_year | HQ Location |
SaaS platform for marketing financial services to institutions is provided.
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| domain | founded_year | HQ Location |
Tools for options volume advertising are provided to traders.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about MyNewFinancialAdvisor
When was MyNewFinancialAdvisor founded?
MyNewFinancialAdvisor was founded in 2009 and raised its 1st funding round 4 years after it was founded.
Where is MyNewFinancialAdvisor located?
MyNewFinancialAdvisor is headquartered in Santa Barbara, United States. It is registered at Santa Barbara, California, United States.
Is MyNewFinancialAdvisor a funded company?
MyNewFinancialAdvisor is a funded company, having raised a total of $1.1M across 1 funding round to date. The company's 1st funding round was a Series A of $1.1M, raised on May 01, 2013.
What does MyNewFinancialAdvisor do?
MyNewFinancialAdvisor was founded in 2009 in Santa Barbara, United States. Operations focus on the financial advisory sector, where solutions are provided to firms seeking online client growth. Financial analysis tools, affiliate marketing technologies, and performance-based marketing services are utilized to link consumers with advisors across the nation. The platform functions as a referral network to facilitate these connections.
Who are the top competitors of MyNewFinancialAdvisor?
MyNewFinancialAdvisor's top competitors include Kurtosys, onvista media and Navian Capital.
Who are MyNewFinancialAdvisor's investors?
MyNewFinancialAdvisor has 2 investors. Key investors include Wavemaker Partners, and InvestedIn.