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My New Financial Advisor

My New Financial Advisor


My New Financial Advisor's financial review

My New Financial Advisor's Revenue (Yearly)

10M

Employees

2

Total Funding

1.5M

Last Funding Round

1.5M


My New Financial Advisor information

My New Financial Advisor (MNFA) is a virtual wealth manager dedicated to the mass affluent. MNFA is focused on client acquisition through proven distribution channels wherein it has partnered. The company's value proposition is 1) robust portfolio analytics, 2) a growing nation-wide network of financial planners/advisors and 3) institutional passive money management. MNFA is expanding its lead ...
My New Financial Advisor (MNFA) is a virtual wealth manager dedicated to the mass affluent. MNFA is focused on client acquisition through proven distribution channels wherein it has partnered. The company's value proposition is 1) robust portfolio analytics, 2) a growing nation-wide network of financial planners/advisors and 3) institutional passive money management. MNFA is expanding its lead generation capabilities to encompass a nation-wide network of local fulfillment resources that can consistently deliver MNFA's products and services. MNFA's management has deep experience in business development in each of its partner channels.

My New Financial Advisor industries

Technology
Financial services
Finance

My New Financial Advisor's financial review

My New Financial Advisor's Revenue (Yearly)

10M

Employees

2

Total Funding

1.5M

Last Funding Round

1.5M

Technologies

Customer Relationship Management
Frameworks and Programming Languages
Frameworks and Programming Languages

Notable Alumni

Jake Bush
Telluride Chapter Founding Member
YPO
Dwight McCormick
Cloud Solution Architect Manager
Atos

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