Private company

Source Financial

Source Financial is a wealth management company based in New York City, founded in 2012.¹ It was founded by Michelle Smith.¹

Last updated Oct 21, 2026.

Overview

2012Founded¹

Industryfinancial services¹
HeadquartersNew York City¹
Websitewww.sourcefa.com

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The story

Founded by Michelle Smith in 2012.¹

Leadership

Who has led Source Financial, and when. Pick a name to see everywhere that person has worked.

FounderMichelle Smith¹

Timeline

2012Founded Founded¹

Links

Websitewww.sourcefa.com¹
LinkedInwww.linkedin.com/company/source-financial-advisors¹
WikidataQ65963643

Sources

The numbers on this page point here. Each one links to the record it came from.

1
WikidataSource Financial on Wikidata