The Money Finder specializes in cash flow planning training programs but we don’t just want the advisors who choose us to memorize something, we want them to use it. We don’t just want them to pass the test, we want them to share the wealth. And we want them to know how to market their new skills.

Halifax, CA
Size (employees)
19 (est)-9%
The Money Finder is headquartered in Halifax, CA
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Key People/Management at The Money Finder

Stephanie Holmes-Winton

Stephanie Holmes-Winton


The Money Finder Office Locations

The Money Finder has an office in Halifax
Halifax, CA (HQ)
1888 Brunswick St
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The Money Finder Financials and Metrics

Summary Metrics

Total Funding

$3.7 m

Latest funding size

$1.50 m

Time since last funding

a year ago


The Money Finder's latest funding round in April 2017 was reported to be $1.5 m. In total, The Money Finder has raised $3.7 m
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