![]() ![]() So, all the tools you need to qualify your choices and options when buying property are right there at your fingertips. SmartAsset has several tools to help prospective homeowners make the right decisions.įrom which house you can afford on your current income, to the mortgage you will pay on the property, and the costs for closing the lease, to even whether you should buy a home or should instead be considering renting. If you are looking for a financial planner, but aren’t sure where to start or who to trust, the SmartAsset financial advisor service will jump-start your search. You don’t even have to get bombarded by phone calls because the information for each advisor in your area is displayed on the screen. The process is quick, the questions are easy, and the results are instant. Not only do the vet all the financial planners in their network, they also take you through a short questionnaire to match you with an advisor that meets your needs. Smart Asset has a great platform for finding a financial planner in your area. ![]() Below we break these down and expand on how they deliver on the platform’s core promise. The SmartAsset suite of calculators and guides are offered under different branches of personal finance. SmartAsset’s only financial and legal advisors, Moelis & Company LLC and Cooley LLP, respectively.Hawaii Alaska Florida South Carolina Georgia Alabama North Carolina Tennessee RI Rhode Island CT Connecticut MA Massachusetts Maine NH New Hampshire VT Vermont New York NJ New Jersey DE Delaware MD Maryland West Virginia Ohio Michigan Arizona Nevada Utah Colorado New Mexico South Dakota Iowa Indiana Illinois Minnesota Wisconsin Missouri Louisiana Virginia DC Washington DC Idaho California North Dakota Washington Oregon Montana Wyoming Nebraska Kansas Oklahoma Pennsylvania Kentucky Mississippi Arkansas Texas Get Personalized Advice Features of SmartAsset SmartAsset now has 202 full-time workers, but it expects to increase that number by over 75% in 2021. Lately, Forbes named SmartAsset among the “America’s Best Startup Employers in 2020” and Wealth & Finance International named it the “2021 Best Financial Planning Technology Company in New York.” SmartAsset was also named a Y Combinator “Top 100 Company” and a Webby honoree in the classification “Websites and Mobile Sites: Financial Services/Banking.” The startup helps advisers to expand their businesses while also assisting millions of consumers in making smarter financial decisions, according to Mark Johnson, Partner at TTV Capital. It will also keep rapidly expanding its workforce to support the company’s explosive expansion. The firm will achieve this by making investments in new product lines, technological infrastructure, and data collaborations. SmartAsset intends to utilize the funds to enhance the user and match experiences for clients and financial advisers. With this extra funding, we will increase our capacity to link customers with financial advisers across the United States and make more efforts to create the finest personal finance resource on the web. ![]() The founder and CEO of SmartAsset, Michael Carvin, stated that the company’s goal is to assist consumers in receiving better financial guidance. Additionally, the wealth management referral portal SmartAdvisor currently produces $1.5 billion in new, closed assets under management (AUM) each month from financial advisers and companies. With its specialized tools, individualized calculators, and personal financial information, SmartAsset touches more than 100 million individuals each month. The company’s alliance with LPL Financial, its one-millionth customer or advisor pairing on its SmartAdvisor system, a robust Live Connections deployment, and senior leadership have all occurred since the funding. #NEW YORKBASED SMARTASSET TTV CAPITAL 1B SERIES#SmartAsset has increased revenue ten times since funding its Series C in June 2018 and is approaching $100 million in annual recurring income (ARR). ![]() TTV Capital served as the round’s lead investor. In addition to TTV Capital, other investors in the fundraising round included Javelin Venture Partners, Contour Venture Partners, Citi Ventures, New York Life Ventures, North Bridge Venture Partners, and CMFG Ventures. SmartAsset, the leading online platform for linking clients with financial advisers, revealed the completion of a $110 million Series D investment, valuing the business at over $1 billion. ![]()
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