MyNewFinancialAdvisor operates FreeRetirementReport.com, a platform to help consumers with retirement planning and investing. The solution combines financial analysis tools, online and affiliate marketing technology and performance-based marketing techniques to connect consumers and financial advisors. The company is led by founder Frank Troise and is based in Montecito, California. In November 2013 the company completed a $1.5M Series A financing. The round was subscribed by accredited investors via an undisclosed crowdfunding platform. No operating metrics or additional terms were disclosed in the article. MyNewFinancialAdvisor.com, based in Montecito, CA, offers financial analysis tools, online and affiliate marketing technology, and performance-based marketing solutions to connect consumers and financial advisors on a national scale. The company operates consumer-facing properties such as FreeRetirementReport.com, where users can obtain a free retirement report and advisor consultation. It recently launched the “eReferral” platform as part of its product suite. Led by CEO David Cantrell, the firm focuses on growing advisory firms' client bases online. The company intends to use new funding to optimize, expand, and scale its core business operations, including further development and rollout of eReferral.

Total raised

$3M

Funding rounds

2

Latest round

Series A

Latest activity

Sep 2013