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The firm also announced a partnership with CRM software provider Wealthbox in April to integrate its SmartAdvisor lead generation solution into the Wealthbox platform. 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. All of SmartAssets’ recommended advisors are vetted and registered with the SEC or appropriate state regulator. New York-based fintech SmartAsset, which provides personalized, automated financial solutions, has raised 28 million in new funding. By answering a series of questions – location, preferred retirement timeline, how users currently manage 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 also helps individuals find the right financial advisor based on their specific needs. The company’s automated financial modeling software, powers 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. More than 45 million people use SmartAsset’s personal finance information and online resources every month. The round is led by IA Capital Group with participation from TTV Capital, Contour Ventures, Javelin Venture Partners, New York Life, Transamerica Ventures and Fitz Gate Ventures. The company will use the investment to build its audience and expand its platform. SmartAsset, the financial technology company empowering people with personalized financial advice, announced today that it has raised 12 million in Series B 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. The new round valued the company at over $1B post-money.New York-based fintech SmartAsset, which provides automated financial solutions, has raised $28 million in new funding, reports David Penn at Finovate. This brings SmartAsset's total funding to $161.4M to date. The company raised $110M in Series D round on Jun 24, 2021. SmartAsset is backed by TTV Capital, Javelin Venture Partners, Y Combinator, Contour Venture Partners, Citi Ventures, New York Life Ventures, and others. 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. In addition, financial advisors and firms on its wealth management referral platform, SmartAdvisor, now generate $1.5B in new, closed assets under management (AUM) per month. TTV Capital led SmartAsset’s Series D, which also included participation from Javelin Venture Partners, Contour Venture Partners, Citi Ventures, New. The financing values New York-based SmartAsset at over 1 billion. SmartAsset reaches more than 100M people each month through its personal finance content, custom tools and personalized calculators. SmartAsset, a marketplace that connects consumers to financial advisors has raised 110 million in a Series D round of funding. 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 company is based out of New York, New York. SmartAsset was launched in July 2012 by Michael Carvin and Philip Camilleri. SmartAsset's free and interactive tools help you make smarter decisions on home buying, refinance, retirement, life insurance, taxes, investing, personal loans, and more. SmartAsset is an award-winning financial technology company that helps more than 100 million people each month make smart financial decisions.
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