Multiple Financial Services

What Multiple Financial Services does

Multiple Financial Services is a privately held, for-profit financial services firm founded in 1996 and headquartered in San Juan Capistrano, California. The company provides asset management and financial advisory services, according to its own short-description metadata, and operates with a small team of 11-50 employees. Its primary digital channel — the website at multiplefinancial.com — is currently non-functional and displays a default cPanel placeholder page, indicating a hosting or DNS configuration problem and offering no insight into product offerings, pricing, or service architecture.

The available third-party data references the firm as a "multinational universal bank and financial services company" with operations extending to Brazil (South America), where it appears as a client of Nextech3D.ai's Krafty Lab platform. This characterization conflicts materially with the firmographic profile of a small U.S. advisory firm and likely reflects either a data conflation across sources or a multinational client relationship that the limited data cannot disambiguate. No information is disclosed regarding products, technology stack, pricing model, go-to-market motion, customer segments, management team, funding history, or partnerships beyond the single Nextech3D.ai reference.

Given the absence of verifiable operational, financial, and product disclosures — and the non-functional corporate website — the company's current scale, activity level, and competitive position cannot be assessed with confidence. The analysis is therefore constrained to what the firmographic and contact metadata support, and any inferences about revenue, growth, or strategic direction should be treated as low-confidence.

Name

Multiple Financial Services

Website

https://multiplefinancial.com

Company type

Private

Founded year

1996

Headcount range

11–50 employees

Short description

Multiple Financial Services is a privately held U.S. financial services firm founded in 1996 that provides asset management and financial advisory services, operating with 11-50 employees from San Juan Capistrano and a reported client footprint in Brazil.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Finance Services (6199)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Asset management
• Financial advisory
• Wealth management
• Portfolio management
• Investment advisory

Headquarters

HQ city

San Juan Capistrano

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Core offering

Multiple Financial Services is a financial services firm that provides asset management and financial advisory services. Founded in 1996, the firm operates with 11 to 50 employees and serves clients in the United States and South America (Brazil). The firm offers personalized asset management and financial advisory solutions to its client base.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• Hightower Advisors: R partnership model for independent RIAs providing wealth management and advisory services. Comparable in offering mix to a boutique asset management + advisory firm, but with national scale and advisor recruitment focus.
• Carson Group: RIA platform supporting independent advisors with asset management and business services. Comparable through the same asset management + advisory client relationship, though delivered through a partnership-of-RIAs model.
• Focus Financial Partners: Partnership platform for independent wealth management firms. Comparable in core offering (asset management + advisory), relevant as a roll-up acquirer that puts pressure on subscale boutique RIAs.
• Fisher Investments: Large independent investment advisor primarily focused on discretionary asset management for HNW and institutional clients. Comparable in the asset management leg of Multiple Financial Services' offering, but at much greater scale and without a planning-centric model.
• Mariner Wealth Advisors: Independent national wealth advisory firm combining asset management with comprehensive financial planning. Directly comparable offering to a boutique asset management + advisory firm, though at significantly larger scale.
• Creative Planning: Large, full-service independent RIA offering asset management, financial planning, and wealth advisory. Comparable to Multiple Financial Services in service mix, but operates at vastly greater scale.

Direct peers

• Captrust: Independent investment advisory offering wealth management, financial planning, and institutional services. Overlaps with a boutique asset management + advisory firm in both service mix and HNW client focus.
• Moneta Group: Independent, employee-owned RIA providing comprehensive wealth management and financial advisory to HNW households. Direct overlap with Multiple Financial Services' asset management and advisory service mix.
• Edelman Financial Services: Independent, fee-based RIA providing asset management and financial advisory to households. Closely aligned with Multiple Financial Services' stated mix of asset management and advisory services to individual clients.
• Ronald Blue Trust: Fee-only RIA combining wealth management, financial planning, and trust services for HNW individuals. Overlaps directly with Multiple Financial Services' asset management plus advisory model.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat3 records

Key risks4 records

Key highlights3 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Multiple Financial Services