MyNewFinancialAdvisor.com, a Montecito, CA-based provider of solutions for financial advisory firms to grow their client base online, raised $1.1m in a Series A financing.
The round was led by Siemer Ventures. In conjunction with the funding, Eric Manlunas, Managing Partner of Siemer Ventures, joined MyNewFinancialAdvisor.com’s Board of Directors.
The company intends to use the funds to continue to optimize, expand, and scale its core business operations, including the recently launched “eReferral” platform.
Led by David Cantrell, CEO, My New Financial Advisor provides financial analysis tools, online and affiliate marketing technology and performance based marketing solutions to connect consumers and financial advisors on a national scale.
The FreeRetirementReport.com is a site where consumers can get a free retirement report and consultation by an advisor.
FinSMEs
02/05/2013