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Performance of any RIA/IAR, participate in the management of any user’s account by an RIA/IAR or provide Information gathered from users through our online questionnaire. Services are limited to referring users to third party registered investment advisers and/or investmentĪdviser representatives (“RIA/IARs”) that have elected to participate in our matching platform based on Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is To learn more about how the platform helps advisors grow their business, click here. In 2020, SmartAdvisor helped financial advisors close more than $10 billion in new assets under management (AUM). Our algorithm matches consumers with up to three fiduciary financial advisors based on (1) geographic location, (2) amount of investable assets, and (3) whether the RIA/IAR and the user are both willing to work remotely. SmartAdvisor is a national marketplace connecting consumers to financial advisors.īuilding on SmartAsset’s relationship with millions of investors, SmartAdvisor connects financial advisors directly with prospects who meet their ideal client profile. To extend our mission of helping people make smart financial decisions, we also operate SmartAdvisor to assist our vast audience with the types of decisions that are best informed by financial planning professionals.
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Reaching approximately 75 million* people each month through educational content and personalized calculators and tools, SmartAsset is an online destination for consumer-focused financial information and advice. SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. We are committed to publishing the most accurate and actionable advice, personalized calculators andĮducational tools to help people navigate life’s big personal finance decisions. Mark Johnson, TTV Capital Partner, says the company is rapidly expanding its leadership in one of the largest markets in the United States, providing incredibly valuable assets for both consumer and financial advisors.Helping people make smart financial decisions. It plans to increase its current headcount of 202 by more than 75% this year.
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The company plans to use the new capital to invest in new product offers, technology infrastructure and data sharing. So the pair launched SmartAsset to provide tools and materials to help them make better decisions about retirement, taxes, savings, home ownership and insurance. In an interview with Y Combinator (one of its supporters), how did he manage to join the military in search of a smart asset with Philip Camillary because of his frustration with information about buying a home and getting a mortgage “that was useful, accurate and neutral”? “The calculators had obvious flaws and the content looked like it was written by all the people who wanted me to figure out the biggest mortgage,” he added. Prior to starting the company, he worked at Carvin Finance.
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In addition to teaming up with consumers with its automated financial modeling software, SmartAsset claims to reach more than 100 million people each month with its personal money content, tools and “personalized” calculators. It recently matched its one millionth customer / advisor on its SmartAdvisor platform.Īlso in 2020, SmartAsset said it had allocated $10 billion in management advisory (AUM) to financial advisors and firms in the United States. Since then, it says it has increased revenue by “tenfold” and is now moving towards reaching ARR (annual recurring earnings) of $100 million.
#NEW YORKBASED SMARTASSET 110M TTV CAPITAL SERIES#
The company was last raised in June 2018 – a $28 million Series C led by Focus Financial Partners. Led by TTV Capital, SmartSet’s Series D included Javelin Venture Partners, Contour Venture Partners, City Ventures, New York Life Ventures, North Bridge Venture Partners, and CMFG Ventures. The funding valued New York-based SmartSet at more than $1 billion, bringing the total rose since 2012 to over $161 million, according to Crunchbase. SmartSet, a marketplace that connects customers with financial advisors, announced today that it has raised $110 million to fund the Series D round.