SmartAsset
Builders in Fintech has recorded 2 equity rounds for SmartAsset, most recently a series c round of $28M on 19 June 2018.
Added ·
- $40M
- Series C · $28M · 19 June 2018
Timeline
Series C · $28M · Citi Ventures, Contour Venture Partners, Fabrice Grinda, IA Capital, Javelin Venture Partners, KKR, Stone Point Capital, TTV Capital
Series B · $12M · IA Capital Group (lead)
All funding rounds in the database
Product
Free financial tools and fiduciary adviser matching
Wealth and investing
SmartAsset provides free, interactive personal finance tools and content on home buying, refinancing, retirement, taxes, insurance and investing. Its advisor-matching service asks investors a few questions and connects them with vetted fiduciary financial advisers, while registered investment advisers can buy referrals to high-intent investors.
Description from the company website · Source
Similar companies
Open finance platform