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§ Private Profile · Santa Ana, CA, USA
Investment firm (auto-created from funding round data)
The Mora Group offers comprehensive mortgage lending services, specializing in both purchase and refinance transactions for a diverse client base. Operating as a division of Guaranteed Rate, Inc., the group provides a wide array of loan products, including Jumbo, Conforming, Portfolio, Government, and Non-QM options, catering to primary residences, second homes, vacation properties, and investment ventures. Their expertise encompasses guiding clients through various financing scenarios, ensuring competitive solutions tailored to individual needs.
The team is led by Steve Mora, an experienced professional in mortgage lending since 2003. His extensive background in the industry underpins The Mora Group's approach, fostering established relationships within the real estate community and leveraging a national platform to deliver local expertise. The group was established to streamline the complex mortgage process, drawing on Steve Mora’s insight that personalized guidance and a robust suite of products are crucial for client success.
The Mora Group serves a broad clientele ranging from first-time homebuyers navigating their initial property acquisition to seasoned real estate investors seeking specialized financing. The group’s vision centers on simplifying the home financing experience, ensuring transparency and efficiency for every client. They aim to empower individuals to achieve their homeownership and investment goals through accessible and well-suited mortgage solutions, fostering long-term financial success.
Mora Financial has raised $15.0M across 1 funding round.
Mora Financial has raised $15.0M in total across 1 funding round.
Mora Financial has raised $15.0M across 1 funding round. Most recently, it raised $15.0M Seed in January 2022.
# Mora Financial - Investment Firm Overview
Mora Financial operates as a registered investment adviser offering wealth management and investment advisory services[4]. The firm provides a comprehensive suite of services including portfolio management, investment selection, and asset management, with a stated mission centered on risk-based investment approaches and capital preservation[2].
The firm's philosophy emphasizes independent, transparent advisory across multiple custodian banks and jurisdictions, with a focus on minimizing risk while achieving consistent wealth appreciation[2]. Mora Financial serves individual and family clients seeking multi-disciplinary wealth management rather than focusing on a specific sector or startup ecosystem.
Mora Financial's operations span multiple entities with varying establishment dates. Mora Advisors LLC, a registered investment adviser based in Santa Ana, California, was established in 1994 and became BBB Accredited in April 2025[3]. The firm operates under alternate names including Mora Technology and Mora Financial[3].
The broader Mora organization includes Mora Wealth Management, an independent wealth management services firm with a global presence, including operations in Switzerland[2]. This multi-entity structure reflects an evolution toward providing integrated wealth management services across different jurisdictions and client segments.
Mora Financial positions itself within the independent wealth management sector, competing against traditional banks and larger advisory firms by emphasizing transparency, fiduciary responsibility, and client-centric portfolio construction. The firm's multi-jurisdictional approach reflects broader trends toward cross-border wealth management and the growing demand for independent advisory services that prioritize capital preservation over aggressive growth strategies.
The emphasis on risk-based approaches and purchasing power preservation suggests alignment with client preferences for stability-focused wealth management, particularly relevant during periods of economic uncertainty.
Mora Financial's trajectory appears focused on deepening its independent advisory positioning while expanding its institutional relationships and custodian network. The recent BBB accreditation (April 2025) signals efforts to strengthen credibility and compliance standing in the U.S. market[3].
The firm's future influence will likely depend on its ability to differentiate in an increasingly competitive wealth management space through superior transparency, personalized service, and consistent risk-adjusted returns. As regulatory scrutiny of investment advisers intensifies, Mora's emphasis on fiduciary standards and disclosed business models may become increasingly valuable to clients seeking trustworthy advisory relationships.
Mora Financial has raised $15.0M in total across 1 funding round.
Mora Financial's investors include Andrew Chen, Afore Capital, Allegory, Andreessen Horowitz, Banana Capital, Brighter Capital, Catapult Capital, Coughdrop Capital, Dragoneer Investment Group, Earl Grey Capital, ENIAC Ventures, Eunoia Capital Partners.