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 based in Santa Barbara, California. The company focuses on portfolio analysis, financial advisory and institutional passive money management, thereby helping clients in money management and wealth creation.

Contact Information

Website
www.mynewfinancialadvisor.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Asset Management
Other Industries
Financial Software
Other Financial Services
Parent Company
Invested.in
Primary Office
  • 1187 Coast Village Road
  • Suite 642
  • Santa Barbara, CA 93108
  • United States
+1 (866) 000-0000

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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 Generating Revenue
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 %
-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 »

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