Model FA - Crunchbase Company Profile & Funding

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Overview

Model FA

Growth Score

84

Heat Score

56

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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See more interactive data and historical milestones on desktop for the best experience

About Model FA

CB Rank

267389

Model FA provides marketing, practice management, and investment solutions to financial advisors for business and sales growth.

Acquired by

Founded

obfuscation

Private

Austin, Texas, United States

www.modelfa.com/

Digital Marketing

Financial Services

Details

Operating Status

Active

Company Type

For Profit

Phone Number

+1 512-994-0766

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Individual Coaching for Financial Advisors

Personalized coaching to help financial advisors develop business growth strategies and implement systems for client acquisition, referrals, and operations.

Group Coaching

A collaborative coaching program for advisors managing $75M+ AUM to improve referral strategies and business development through group sessions and peer support.

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Financials

M&A Details

was acquired by

on

obfuscation

.

Transaction Name

Model FA acquired by WealthReach

Acquired by

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Apr 24, 2026

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News•

Apr 22, 2026

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News•

Apr 22, 2026

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News•

Apr 9, 2026

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

236

131.37%

in past month

IT Spend

$48.3K

This year,

is projected to spend

on IT, according to Aberdeen.

Active Website Tech Count

17

is actively using

17

technologies for its website, according to BuiltWith. These include

,

, and

IPhone / Mobile Compatible

.

Lists Featuring This Company

Lists Featuring This Company

Digital Marketing Companies (Top 10K)

10,000 Number of Organizations • $49.5B Total Funding Amount • 6,086 Number of Investors

Consulting Companies that Exited (Top 10K)

9,749 Number of Organizations • $282.8B Total Funding Amount • 3,479 Number of Investors

Texas Acquired Companies With Less Than $10M in Revenue

1,129 Number of Organizations • $7.4B Total Funding Amount • 860 Number of Investors

Advertising Companies With Fewer Than 10 Employees (Top 10K)

10,000 Number of Organizations • $1.8B Total Funding Amount • 2,431 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

's headquarters?

is located in

Austin, Texas, United States

.

Who are

's competitors? Alternatives and possible competitors to

may include

,

, and

Purshe Kaplan Sterling Investments

.