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
Locked
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Website
Locked
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Social
Locked
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
Not available
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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.
Investors in MyNewFinancialAdvisor
MyNewFinancialAdvisor has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Wavemaker Partners and InvestedIn.
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Investments in early-stage technology companies are made by Wavemaker Partners.
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White-label crowdfunding software is provided for fundraising campaigns.
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Investor details for MyNewFinancialAdvisor
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Investments & Acquisitions by MyNewFinancialAdvisor
Investment portfolio details for MyNewFinancialAdvisor
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Financial Statements - MyNewFinancialAdvisor
Detailed financials for MyNewFinancialAdvisor
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Mynewfinancialadvisor Comparisons
Peer comparison for MyNewFinancialAdvisor
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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.
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Cloud-based digital marketing solutions are offered for asset managers.
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Marketing and communications solutions are provided for financial services.
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Marketing solutions for structured financial products
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SaaS-based platform providing fund distribution and marketing solutions to fund managers
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SaaS platform for marketing financial services to institutions is provided.
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Tools for options volume advertising are provided to traders.
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Detailed competitors of MyNewFinancialAdvisor
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Latest news on Mynewfinancialadvisor
Complete news archive for MyNewFinancialAdvisor
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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.
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 Kurtosys, onvista media and Navian Capital.
MyNewFinancialAdvisor has 2 investors. Key investors include Wavemaker Partners, and InvestedIn.