![]() With 202 full-time employees, the company is planning on growing headcount by more than 75% in 2021. In addition, financial advisors and firms on its wealth management referral platform, SmartAdvisor, now generate $1.5 billion in new, closed assets under management (AUM) per month. SmartAsset, a marketplace that connects consumers to financial advisors, announced today that it has raised 110 million in a Series D round of funding. Led by Michael Carvin, Founder and CEO, SmartAsset provides a large marketplace connecting consumers to financial advisors and financial products reaching more than 100 million people each month through its personal finance content, custom tools and personalized calculators. ![]() in scaling its employee headcount to accelerate growth.in new product offerings, technology infrastructure and data partnerships and.in improving the user and matching experiences for both consumers and financial advisors,.The company intends to use the funds to invest: The new investment comes from Focus Financial Partners (which is backed by Stone Point Capital and KKR), Javelin Venture Partners, TTV Capital, IA Capital and Citi Ventures, among others. What is a Policygenius Policegenius is a computer program focused on security business. SmartAsset, the Internet's most-viewed financial technology company helping people make smarter financial decisions, has raised 28 million in Series C funding. This brings the total revenue collected by the New York-based organization to 225 million. Organization Name SmartAsset Announced Date Funding Type Series B Funding Stage Early Stage Venture Money Raised 12M Lead Investors IA Capital Group IA Capital Group is an investment firm that makes venture and growth capital investments in insurtech and fintech companies. The 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. The speculation is coming soon after PolicyGenius closed its 115 million Series D support run by SoftBank Ventures last August. SmartAsset, a NYC-based online platform for financial advice connecting consumers with financial advisors, closed a $110m Series D funding round, valuing the company at over $1 billion.
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