My New Financial Advisor

Financial Services - Santa Barbara, California, United States

My New Financial Advisor Details

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.

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Employees: 2
HQ:
Location: Santa Barbara, California, United States
Revenue: 10M

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