Mangus Finance

What Mangus Finance does

Mangus Finance is a privately held financial and estate planning advisory firm founded by Marc Ang in California, operating with 11-50 employees across locations in Claremont and Riverside. The firm provides holistic financial planning services to special needs families, seniors, mature couples, young families, high net worth individuals, business owners, and individuals with disabilities, with particular depth in protecting government benefits (SSI, SSDI, Medicaid/Medi-Cal) while enabling clients to build financial security. Core service offerings span estate planning (living trusts, wills, special needs trusts, financial power of attorney, advanced health care directives), life insurance (term, permanent, second-to-die, burial), long-term care planning, annuities (fixed, fixed-indexed, variable, immediate, deferred), disability insurance, and investments (529 plans, ABLE accounts). Two specialized modules — Special Needs Financial Planning and Government Benefits Navigation — address the niche's specific complexity around disability law and benefits eligibility.

The underlying technology is minimal: the firm is a human-delivered advisory practice rather than a software platform. Digital assets consist of a content-driven WordPress website with an active blog and educational infographic library, plus two interactive web tools — a Life Insurance Calculator (deterministic inputs for income needs, debt, funeral costs, college costs, and assets) and an Estate Planning Preparedness Quiz (questionnaire covering wills, trusts, powers of attorney, and beneficiary designations). There is no app, no API, no documented integrations, and no AI/ML capability. The team includes founder Marc Ang (Claremont, CA), Circles specialist Erin Bui (Riverside, CA, focused on special needs and senior communities), and contributor Michelle Sun.

The business model is professional services revenue: Mangus Finance earns fees from personalized advisory consultations delivered directly to individual consumers. GTM is content-led, with blog articles, infographics, and free tools serving as top-of-funnel educational assets that convert prospects to clients via direct email ([email protected]). Distribution is predominantly in-person within California, supplemented by website-based outreach to out-of-state prospects. Pricing is not publicly disclosed; the firm is privately held with no venture capital or private equity backing, no funding rounds, and no disclosed revenue figures.

Name

Mangus Finance

Legal name

Mangus Finance

Website

https://mangusfinance.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Mangus Finance is a California-based financial and estate planning advisory firm serving special needs families, seniors, and mature couples with personalized planning across estate planning, insurance, annuities, and government benefits navigation, delivered through direct consultation and content-driven client acquisition.

Ownership category

akta.pro rank

Product category

Financial Advisory and Estate Planning Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Special Needs & Supplemental Needs Trust Services (FSAAANAJ)

Keywords

• Estate planning services
• Financial advisory
• Special needs planning
• Life insurance advisory
• Retirement income planning

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial and Estate Planning Advisory Services: The firm provides personalized financial planning and estate planning advisory services to individuals and families. Revenue is generated through professional consulting fees for services covering estate planning, special needs planning, life insurance, long-term care, annuities, disability insurance, and government benefits navigation. Contact email is [email protected] indicating direct client engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Mangus Finance is a financial and estate planning advisory firm that delivers personalized planning services to individuals and families, with deep specialization in the special needs community. Core offerings span estate planning (living trusts, wills, special needs trusts), life insurance, long-term care, annuities, disability insurance, and investment vehicles (529 plans, ABLE accounts), supplemented by guidance through government benefit programs (SSDI, SSI, Medicare, Medicaid). Engagement is delivered through direct consultation supported by educational content, calculators, and quizzes.

Product overview

Mangus Finance is a financial and estate planning firm offering a comprehensive suite of advisory services delivered through an integrated portfolio of core planning products. The core offerings include Estate Planning (living trusts, wills, special needs trusts), Life Insurance, Long Term Care, Annuities, Disability Insurance, and Investments. These products are complemented by specialized planning modules for special needs families (including special needs trusts and ABLE accounts) and government benefits navigation. The firm also provides interactive digital tools including a Life Insurance Calculator and Estate Planning Preparedness Quiz. Rather than a software platform, Mangus Finance operates as a traditional advisory firm where these service modules work together to address the full spectrum of financial planning needs from young families to seniors and special needs communities.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the U.S., providing financial planning, investment management, and retirement advice to individuals and employer plan participants. Comparable in planning-first philosophy, but offers broader scale and institutional backing versus Mangus Finance's local practice model.
• LegalZoom: LegalZoom is an established online legal services platform offering wills, living trusts, business formation, and estate planning documents. Comparable to Mangus Finance in the estate planning service category, but with a much broader legal product portfolio and significantly larger brand recognition.
• Empower (formerly Personal Capital): Empower combines free financial planning tools, account aggregation, and wealth management services to individuals and HNW households. Comparable to Mangus Finance in offering holistic planning plus investment and insurance-adjacent services, but at vastly greater scale and with a proprietary digital platform.
• Mariner Wealth Advisors: Mariner Wealth Advisors is a national wealth advisory firm offering financial planning, estate planning, tax, and investment services to individuals, families, and institutions. Overlaps with Mangus Finance in estate and multi-generational planning, but serves a higher AUM segment and operates across multiple states.

Direct peers

• Trust & Will: Trust & Will is an online estate planning platform offering wills, living trusts, and related documents through guided digital workflows. Directly comparable in the estate planning product category Mangus Finance offers, but with a self-service tech-enabled model rather than personalized advisory.
• Ellevest: Ellevest is a digital financial planning and investment platform originally designed for women, offering goal-based planning, investments, and coaching. Comparable to Mangus Finance as a planning-led firm serving specific life-stage and demographic segments, with a contrasting digital-first delivery model.
• Facet Wealth: Facet Wealth is a digital-first financial planning firm offering comprehensive planning advice via CFP-led video sessions on a flat-fee subscription model. Directly comparable to Mangus Finance in providing holistic planning to individuals and families, with a contrasting tech-enabled, geographically unbounded delivery model.
• The Special Needs Alliance: The Special Needs Alliance is a national network of attorneys specializing in disability law, special needs trusts, and public benefit preservation. Highly comparable to Mangus Finance's special-needs planning niche, but focused on legal advocacy rather than integrated financial planning.
• SmartAsset: SmartAsset is a financial advisor matching and personal finance education platform that connects consumers with vetted advisors across planning, retirement, taxes, and insurance. Comparable to Mangus Finance as a content-led acquisition channel for financial planning customers, with a broader national scope.
• Zoe Financial: Zoe Financial is an online marketplace connecting consumers with vetted fee-only financial advisors and providing educational content. Comparable to Mangus Finance in advisor-led holistic planning, with a tech-enabled matching and discovery layer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights5 records

Customer concentration

• Xx.com/mangusfinance

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 Mangus Finance