MONEYLION

Overview

Moneylion operates as a limited liability company focused on delivering investment management to a large base of individual and family clients with very small average account sizes. The firm’s filings show a clear preference for exchange-traded equities and ETFs as the primary vehicle for client exposure, and it provides portfolio management services alongside publishing periodic investment content. Moneylion is not positioned as an ESG-focused allocator and does not present itself as a pension consultant or multi-state advisory heavyweight; instead, its model appears oriented toward high-volume, low-balance retail relationships delivered through a brokerage/custodial platform. The advisory relationship is primarily discretionary, meaning the firm holds trading authority for most client assets. The “Other” fee designation on record suggests Moneylion uses a non-traditional revenue model compared with standard percentage-of-AUM billing — consistent with fintech-oriented services that may combine subscription, transaction, or product fees alongside asset management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices