SmartAsset was named to Y Combinator's list of Top 100 Companies of all time, Forbes' list of America's Best Startup Employers in 2020 and named 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International. Reaching more than 100 million people each month through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. SmartAsset is the web's go-to resource for financial advice that powers SmartAdvisor, the largest marketplace connecting consumers to financial advisors and financial products. The financing round was led by existing investor TTV Capital with participation from Javelin Venture Partners, Contour Venture Partners, Citi Ventures, New York Life Ventures, North Bridge Venture Partners, and CMFG Ventures. In February, SmartAsset teamed up with America Saves and the American Savings Education Council to promote positive savings behavior during America Saves Week.SmartAsset, the web's go-to resource for financial advice connecting consumers with financial advisors, today announced that it has closed a $110 million Series D round, valuing the company at over $1 billion. All of SmartAssets’ recommended advisors are carefully vetted and registered with the SEC or appropriate state regulator.Ī finalist for the 2018 Benzinga Fintech Awards, SmartAsset announced a partnership with CRM software provider Wealthbox in April to integrate its SmartAdvisor lead generation solution into the Wealthbox platform. The financing round was led by existing investor TTV Capital with participation from Javelin Venture Partners, Contour Venture Partners. By answering a series of questions – your location, your preferred retirement timeline, how you currently manage your money, and so on – SmartAsset can assess the individual’s general investment preferences and goals and provide up to three recommendations for financial advisors. SmartAsset, the web's go-to resource for financial advice connecting consumers with financial advisors, today announced that it has closed a 110 million Series D round, valuing the company at over 1 billion. SmartAsset also helps individuals find the right financial advisor based on their specific needs. The company’s automated financial modeling software, demonstrated live at FinovateSpring, powers SmartAsset’s tools, financial calculators, and data-driven research and content to give consumers information on personal finance topics ranging from planning for a first-time home purchase or saving for retirement. SmartAsset Scoops Up 28 Million in New Funding By David Penn Posted on JCategories: Funding, SmartAsset New York-based fintech SmartAsset, which provides personalized, automated financial solutions, has raised 28 million in new funding. More than 45 million people use SmartAsset’s personal finance information and online resources every month. “In doing so, SmartAsset will become the largest marketplace for investors trying to find financial advisors and advisors trying to meet new prospective clients.” ![]() “This investment will accelerate our mission of becoming the web’s premier resource for personal finance tools and content,” SmartAsset CEO and co-founder Michael Carvin said. The company will use the investment to build its audience as well as expand its platform to help more people improve their finances and connect with qualified personal financial advisors. SmartAsset, the Internet’s most-viewed financial technology company helping people make smarter financial decisions, has raised 28 million in Series C funding. The Series C round takes the company’s total equity capital to more than $51 million and featured the participation of Focus Financial Partners, Javeline Venture Partners, TTV Capital, IA Capital, and Citi Ventures, as well as other investors. SmartAsset has reached unicorn territory, raising 110 million in a Series D funding round at a valuation of over 1 billion, according to an announcement from the firm.Funding for the firm, which. New York-based fintech SmartAsset, which provides personalized, automated financial solutions, has raised $28 million in new funding.
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