#Yorkbased smartasset series ttv 1b tv
The company’s Series B round closed on $12m in 2016 and picked up commitments from IA Capital Group, TV Capital, Contour Ventures, Javelin Venture Partners, New York Life, Transamerica Ventures and Fitz Gate Ventures.Īs part of the transaction, Focus Financial co-founder Rajini Kodialam and principal Eric Amar will join SmartAsset’s board as a member and observer, respectively. from 74.3 trillion in 2018 to 145.4 trillion in 2025 (+8.8 CAGR)1. A scalable approach to digital client acquisition is an important lever for the wealth management industry and we believe that SmartAsset has the widest reach and the most advanced capabilities in this space.” Through the platform, users can also compare life insurance quotes, refinance, personal loans and student loans.įounded in 2012, SmartAsset is a Y Combinator company and services more than 45 million people a month, according to the company.įocus founder and CEO Rudy Adolf said, “SmartAdvisor is an innovative platform that delivers customized and qualified client leads to fiduciary financial advisors. Its automated personalised financial tools help consumers to find the best mortgage, calculate taxes, prepare for retirement, calculate savings, compare saving and checking accounts, compare credit cards, and access investment support. New York-based SmartAsset connects users with financial advisors and provides tools to support financial decisions for the future like home buying and retirement. The transaction sees Focus Financial Partners take a majority stake in SmartAsset and marks the firm’s first direct investment into FinTech. This line of funding will fuel the growth of the platform. The San Francisco-based company raised a 125 million Series D (led by ICONIQ Growth) and a 300 million Series E (led by Wellington Management, Lightspeed. Other participants to the round included Javelin Venture Partners, TTV Capital, IA Capital and Citi Ventures, among others. SmartAsset, a personal finance support tool, has closed its Series C on $28m, with Focus Financial Partners leading the round.
0 kommentar(er)
