My New Financial Advisor Overview

  • Founded
  • 2009
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 4
Employees
  • Latest Deal Type
  • M&A

My New Financial Advisor General Information

Description

Operator of an online wealth management company. The company focuses on portfolio analysis, growing nation-wide network of financial advisers and institutional passive money management.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Financial Software
Parent Company
Primary Office
  • 1187 Coast Village Road
  • Suite 642
  • Santa Barbara, CA 93108
  • United States
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My New Financial Advisor Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Merger/Acquisition 30-Sep-2013 00.00 Completed Startup
1. Early Stage VC (Series A) 12-Sep-2013 00.00 00.00 00.00 Completed Startup
To view My New Financial Advisor’s complete valuation and funding history, request access »

My New Financial Advisor Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate ($) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series A 0,000,000 00.000000 00.00 00.00 00.00 00 00.00 00.000
To view My New Financial Advisor’s complete cap table history, request access »

My New Financial Advisor Executive Team (3)

Name Title Board Seat Contact Info
Frank Troise Chairman & Co-Founder
You’re viewing 1 of 3 executive team members. Get the full list »

My New Financial Advisor Board Members (2)

Name Representing Role Since
Frank Troise Self Chairman & Co-Founder 000 0000
You’re viewing 1 of 2 board members. Get the full list »

My New Financial Advisor Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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My New Financial Advisor Former Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Wavemaker Partners Venture Capital Minority 000 0000 000000 0
To view My New Financial Advisor’s complete investors history, request access »