Millennial Money A Leading New York NY Based
Millennial Money: A Leading New York, NY Based Technology Company Tiburon Research November 7, 2019
Millennial Money Comments • Founded in XXXX - Founded by XXXX • Based in New York, NY • CEO: XXXX • Web Site: www. Millennial. Money. Com Source: 11/1/19 Millennial Money Web Site; Tiburon Research & Analysis 19. 11. 07 – Millennial Money © Tiburon Strategic Advisors, LLC™ 2
Millennial Money was Founded in XXXX and Has Subsequently Evolved through its Early, Middle, & Recent Phases Millennial Money History Millennial Money Founded Approximate Dates: Key Steps: XXXX • XXXX: Millennial Early Phase XXXX - XXXX • XXXX: -- Middle Phase XXXX - XXXX • XXXX: -- Recent Phase XXXX - 2020 Millennial Money Today 2020 • XXXX: -- Money founded Source: Tiburon Research & Analysis 19. 11. 07 – Millennial Money © Tiburon Strategic Advisors, LLC™ 3
Millennial Money Has a Web Site with Nine Core Sections, Including Money, Investing, FI/RE, Life, Calculators, Insurance, Loans, Banking, & Credit Cards Millennial Money Web Site Money Investing FI/RE Life Calculators Insurance Loans Banking Credit Cards Source: 11/1/19 Millennial Money Web Site; Tiburon Research & Analysis 19. 11. 07 – Millennial Money © Tiburon Strategic Advisors, LLC™ 4
Millennial Money Has a Number of Businesses, Including… Millennial Money Businesses -- -- -- Source: Tiburon Research & Analysis 19. 11. 07 – Millennial Money © Tiburon Strategic Advisors, LLC™ 5
Millennial Money is Led by its CEO… Millennial Money Organizational Chart -CEO -- -- -- Note: First Name Last Name joined the firm in XXXX Source: Tiburon Research & Analysis 19. 11. 07 – Millennial Money © Tiburon Strategic Advisors, LLC™ 6
Millennial Money is Owned by… Millennial Money Ownership By Owner Source: Tiburon Research & Analysis 19. 11. 07 – Millennial Money © Tiburon Strategic Advisors, LLC™ 7
Tiburon Strategic Advisors Comments • Focus on corporate-level strategy - Serve senior executives only at financial services companies - Key services: market seminars, market research, & strategy consulting - Served over 450 corporate clients and completed over 2, 200 projects since 1998 - Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors • Chip Roame background - Mc. Kinsey & Company - Charles Schwab & Company - Tiburon since 1998 Source: Tiburon Research & Analysis 19. 11. 07 – Millennial Money © Tiburon Strategic Advisors, LLC™ 8
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