Multiple Financial Services
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.
- Company typePrivate
- Founded1996
- HeadquartersSan Juan Capistrano, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
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.
Multiple Financial Services firmographics
Firmographics- 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
Multiple Financial Services industry classification
Industry- 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
Where Multiple Financial Services is headquartered
LocationHeadquarters
- HQ city
- San Juan Capistrano
- HQ country
- United States
- HQ region
- North America
Markets served
Multiple Financial Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Multiple Financial Services product offering
Product offeringCore 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
Companies that use Multiple Financial Services
Customer profileIdeal customer profiles1 record
Multiple Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Multiple Financial Services partnerships and signals
Strategic signalRecent moves3 records
Expansion highlights3 records
Multiple Financial Services competitors and assessment
Company assessmentBroad 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
Multiple Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Multiple Financial Services leadership team
Management profileNumber of profiles
Multiple Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Multiple Financial Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Multiple Financial Services
What does Multiple Financial Services do?
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.
When was Multiple Financial Services founded?
Multiple Financial Services was founded in 1996. It employs 11 to 50 people.
Where is Multiple Financial Services based?
Multiple Financial Services is headquartered in San Juan Capistrano, United States, in the North America region.
Who are Multiple Financial Services's main competitors?
Broad incumbents on record are Hightower Advisors, Carson Group, Focus Financial Partners, Fisher Investments, Mariner Wealth Advisors and Creative Planning. Direct peers are Captrust, Moneta Group, Edelman Financial Services and Ronald Blue Trust.
Does Multiple Financial Services have an API?
No public API is recorded for Multiple Financial Services.
What industry is Multiple Financial Services in?
Multiple Financial Services's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEAAAL, Fee-Only Advisory. Its NAICS code is 523940 and its SIC code is 6199.