![]() In SmartAsset’s case, users fill out a questionaire and then work with a SmartAsset concierge to help them find an advisor who’s a good fit. But Carvin said the biggest piece is the SmartAdvisor platform, which connects financial advisors with potential investors.Ĭarvin described it as “the web’s first digital lead generation platform for financial advisors,” and compared the SmartAsset business model to Zillow’s, saying both companies have built big audiences that they can then match up with real estate or finance professionals. And 25 percent of that traffic comes from repeat visitors.Īs for how SmartAsset makes money from those visitors, it does so partly by promoting financial products like mortgages. The new round comes from Focus Financial Partners (a firm backed by Stone Point Capital and KKR), Javelin Venture Partners, TTV Capital, IA Capital, Contour Venture Partners, Citi Ventures, Fabrice Grinda and others.Ĭarvin said SmartAsset reached more than 45 million uniques last month, nearly doubling its traffic year-over-year. #YORKBASED SMARTASSET SERIES TTV 1B SERIES#For one thing, SmartAsset now offers tools, calculators and content in a number of categories, including taxes, retirement and banking.įor another, it’s announcing today that it has raised $28 million in Series C funding, bringing its total raised to more than $51 million. Of course, some aspects of the company have evolved. Our mission is to help people make the best personal finance decisions and to build the web’s best resource for personal finance decision-making.” ![]() buy decision and to see what kind of home they could actually afford.Īccording to co-founder and CEO Michael Carvin, “On the consumer side, our strategy has never really changed. I first wrote about SmartAsset nearly six years ago, when it launched its first product, a tool allowing prospective homebuyers to analyze the rent vs. ![]()
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