$12.4M Total AUM
$11.9M Disc. AUM
-3.3% 3Y CAGR
13 Employees
732,776 ADV. Clients
8 yrs Firm Age
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- Custodian
- Drivewealth
- Clients
- Retail
- Platforms
- SignalElement +more
- Established Date
- 09-20-2017
- Office Locations
- 1
Office Locations
249-245 W 17th ST Floor 4 NEW York NY
About Moneylion
MoneyLion is a retail-focused digital finance platform offering expedited cash advances, personal loan and credit-card shopping, credit-building, and managed investing. Its investing product lets users choose a risk level and receive a managed portfolio implemented primarily with ETFs, with accounts custodied through DriveWealth.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$17 AVG AUM / CLIENT
0.5 yrs AVG TENURE
13 Employees
0 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Summit Element Timber Ember Foundation Crest Vector Vertex
Client Personas
Momentum summit Frontier value
Custodian
Bridge bridge Fusion North Insight oak Radial atlas Crest capital Harbor radial Ember Summit Meridian alpha
Investment Themes
Radial Element optima Horizon bridge Zenith
Investment Vehicles
Meridian summit Prime frontier
Platform
Bridge pioneer Crest oak
Services
Vector Value Delta
Technology
Vector vertex Vector beacon Horizon Harbor unison Crest
Owner & Executives
J
JOSEPH PATRICK DIVVER
MANAGING DIRECTOR
- CRD
- #7364485
- Ownership
- Less than 5%
(606) 411-5222
oak.frontier@meridiancapital.com
in linkedin.com/in/momentum-frontier
S
Samuel Mark Everson
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(740) 454-1225
frontier.fusion@horizoncapital.com
in linkedin.com/in/legacy-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,919,443 | $16 |
| Non-Discretionary | $446,111 | $59 |
| Total | $12,365,554 | $17 |
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Separately Managed Accounts
Total SMA Asset: $12,365,554
Equity - Exchange:
21.2% Cash:
78.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $352,711,772 | 21.2% |
| Cash | $1,311,023,000 | 78.8% |
| Total | $1,663,734,772 | 100.0% |