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.
View Top Employees from My New Financial Advisor| Website | http://mynewfinancialadvisor.com |
| Revenue | $1 million |
| Employees | 2 (0 on RocketReach) |
| Founded | 2009 |
| Address | 1187 Coast Village Rd, Santa Barbara, California 93108, US |
| Phone | (866) 470-8164 |
| Technologies | |
| Industry | Financial Services, Finance, Brokerage, FinTech |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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My New Financial Advisor Questions
The My New Financial Advisor annual revenue was $1 million in 2024.
My New Financial Advisor is based in Santa Barbara, California.
The NAICS codes for My New Financial Advisor are [52, 523, 5239, 52393].
The SIC codes for My New Financial Advisor are [62, 628].
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