Funded Tech Companies
My New Financial Advisor
My New Financial Advisor is a fintech company, based in Montecito. Investment was provided by Wavemaker Partners and private investors.
Company Overview
Company Name
My New Financial Advisor
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
1187 Coast Village Rd. 546
Montecito, CA 93108
USA
Montecito, CA 93108
USA
Phone
Undisclosed
Email Address
Company Background Information
Overview
In 2008/2009 we all realized one thing: the financial system was in deep, deep trouble. Yet, did Wall Street lower its fees in that crisis? Did anyone call you to say that they were going to lower their prices? No, of course not. With that scenario in mind, we decided that the everyday investor needed a break.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
1/7/2015
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Co-Founder
Andy Pippin
Founder
Frank Troise
Company Investors
- Wavemaker Partners
- Private Investors (Andrew Elkin)
- Private Investors (Beth McCauley)
- Private Investors (Eric Manlunas)
- Private Investors (Steve Lafferty)
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