Moneylion

Overview

MoneyLion operates as a limited liability company and is registered as a non-independent retail RIA since 2017. The firm targets individual and family clients and provides portfolio management for individuals and small businesses alongside publishing periodic investment-related content. It reports a fee structure categorized as "other" rather than a conventional AUM or commission-only model. MoneyLion is not positioned as a capital allocator to external managers, does not identify as an active ESG investor, and is not registered as a multi-state or pension consultant adviser. The firm maintains an affiliation with a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices