My New Financial Advisor
Latest round
- Series A
Last raised
- May 2013
Total raised
- $1.1M
Investors
- 1
About My New Financial Advisor
Founded in 2009 and headquartered in Montecito, US, My New Financial Advisor focuses on financial advisory services., a portfolio company of several investment firms, for an undisclosed amount. Their core offerings include investment strategy development, asset management, and personalized financial planning designed to optimize clients' portfolios and achieve long-term financial goals. The services are aimed at addressing key challenges in wealth management, including risk assessment, market volatility, and the need for customized financial solutions.COM is structured around a combination of subscription-based services and direct client engagements. Clients typically enter into service agreements that may involve upfront fees for initial consultations and ongoing fees for asset management services, which can be tiered based on the level of investment managed. Flagship services include bespoke investment strategies and portfolio optimization tools, which clients access through a structured pricing plan reflective of the complexity and customization involved. Revenue generation occurs through these established relationships, with clients receiving continuous support and advisory services as part of their ongoing engagement. The company is also exploring expansion into additional geographic markets, targeting regions in Europe and Asia-Pacific to broaden its client base by 2025.
Who invested in My New Financial Advisor
1 investor across 1 round
See all investors in My New Financial Advisor
Sign up free to see every VC on the cap table, the rounds they joined, and how much each round raised.
Funding rounds
Series A
May 1, 2013
Amount
$1.1M
Investors
Questions about My New Financial Advisor
Who invested in My New Financial Advisor?
My New Financial Advisor has 1 investor on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has My New Financial Advisor raised?
My New Financial Advisor has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did My New Financial Advisor last raise money?
My New Financial Advisor's most recent round on record is a Series A, in May 2013.
What does My New Financial Advisor do?
Founded in 2009 and headquartered in Montecito, US, My New Financial Advisor focuses on financial advisory services.
Where is My New Financial Advisor headquartered?
My New Financial Advisor is headquartered in Montecito, US.
Which VCs invest in companies like My New Financial Advisor?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at My New Financial Advisor's stage. Their profiles are linked below.
VCs backing financial services startups at Series A
Raising like My New Financial Advisor? Find the right VCs.
Capital Atlas matches your startup to active investors by stage, sector and region.