SOURCE: My New Financial Advisor
October 29, 2013 09:00 ET
My New Financial Advisor Is Acquired byCrowdfunding SaaS Platform Invested.In;Adds $100+ Million in New AUM Within TenWeeks
SANTA BARBARA, CA--(Marketwired - October 29, 2013) -
Company introduces crowdfunding alongside FreeRetirementReport.com as part of its offering of client acquisition tools for financial advisors.
Partners with leading VCs, like Siemer Ventures, in offering new platform
Captures high value entrepreneurial clients and 401K assets
MyNewFinancialAdvisor, Inc. (MNFA), the nation's largest on-linenetwork introducing mass affluent Baby Boomers to financial advisors,announced the addition of a new product offering: crowdfunding portals. The company is providing complimentary crowdfund portals to privately held pre-IPO companies and attracting the wealth managementaccounts from the executives utilizing it, as a result. MNFA utilized theRIA of SoHo Financial Services LLC to validate the business model, before transitioning the new client accounts to its advisor partners.