About MyNewFinancialAdvisor
MyNewFinancialAdvisor is a Technology company based in Santa Barbara (United States) founded in 2009, and was acquired by InvestedIn in October 2013. Client-referral network for financial advisors. MyNewFinancialAdvisor has raised $1.1 million across 1 funding round from investors including Wavemaker Partners and InvestedIn. Its focus areas include FinTech, Investment Tech, Private Funds IT and Marketing. Its competitors include HNW, Navian Capital and Vesel Interactive; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Santa Barbara, United States
- Stage Acquired
- SectorsTechnology
- Website mynewfinancialadvisor.com
- Social LinkedIn X
- Acquired by InvestedIn (Oct 2013)
- Total Equity Funding$1.1M (USD)
in 1 rounds
- Latest Funding Round$1.1M (USD), Series A
May 2013
- InvestorsWavemaker Partners
& 1 more
- Acquired byInvestedIn
(Oct 2013)
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 $1.1M
- Total Rounds 1
- Last Round Series A — $1.1M
- First Round $1.1M
(May 2013)
- Investors Count 1
All 1 funding rounds of MyNewFinancialAdvisor with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2013 | $1.1M | Series A | – | – |
2 investors in total: 2 institutional.
Investors in MyNewFinancialAdvisor
MyNewFinancialAdvisor has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Wavemaker Partners and InvestedIn.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments in early-stage technology companies are made by Wavemaker Partners. | 2003 | wavemaker.vc | Los Angeles, United States | |
White-label crowdfunding software is provided for fundraising campaigns. | 2010 | invested.in | Santa Monica, United States |
Investor details for MyNewFinancialAdvisor
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of MyNewFinancialAdvisor
3 dated milestones of MyNewFinancialAdvisor across 4 years, from founding to its latest funding, stage changes and deals.
- Founded MyNewFinancialAdvisor is founded.
- Funding First funding round of $1.1M.
- Exit Acquired by InvestedIn.
Competitors of MyNewFinancialAdvisor
MyNewFinancialAdvisor has 3 listed competitors in our database, 1 of them funded. They include HNW, Navian Capital and Vesel Interactive.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hnw.com | 2001 | New York, United States | 18 | Marketing and communications solutions are provided for financial services. | ||
| naviancapital.com | 2005 | Cincinnati, United States | $882,000 | 79 | Marketing solutions for structured financial products | |
| veselinteractive.com | 2011 | New York, United States | 15 | Tools for options volume advertising are provided to traders. |
Detailed competitors of MyNewFinancialAdvisor
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as MyNewFinancialAdvisor (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about MyNewFinancialAdvisor
MyNewFinancialAdvisor was founded in 2009 and raised its 1st funding round 4 years after it was founded.
MyNewFinancialAdvisor is headquartered in Santa Barbara, United States. It is registered at Santa Barbara, California, United States.
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 2013.
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.
MyNewFinancialAdvisor's top competitors include Navian Capital, Vesel Interactive and HNW.
MyNewFinancialAdvisor has 2 investors. Key investors include Wavemaker Partners, and InvestedIn.
Yes. MyNewFinancialAdvisor was acquired by InvestedIn in October 2013.