NEW YORK--(BUSINESS WIRE)--SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, today announced the official ...
SmartAsset has reached unicorn territory, raising $110 million in a Series D funding round at a valuation of over $1 billion, according to an announcement from the firm. Funding for the firm, which ...
Lead-generation provider SmartAsset is now a part of LPL Financial’s Vendor Affinity Program, according to an announcement from SmartAsset. With its addition to the curated network of third-party ...
The registered investment advisory firm milestone of reaching $1 billion in assets under management holds cachet for many financial advisors, even though it's becoming less rare in the industry.
NEW YORK--(BUSINESS WIRE)--SmartAsset, an online destination for financial information and advice and a national marketplace connecting consumers to financial advisors, today announced the appointment ...
With millions of monthly site visits and a growing user base, SmartAsset provides people with tools and content to help manage their financial lives. Site users are also able to match with financial ...
Estate planning is one of the most critical services financial advisors can provide clients and their families. Yet some advisors only do the bare minimum in this area, like working with an estate ...
Suddenly valued at $1 billion, the New York City referral outsourcer raised painless cash, the better to recruit 150 more staffers after LPL referral deal and Schwab Advisor Services drop in-house ...
SmartAsset shifts to a $25K annual subscription for new RIAs, bundling leads and marketing services. Analysts cite advisor marketing shortfalls as a driver for SmartAsset's platform approach.
SmartAsset, an online platform connecting consumers with financial advisors, is stepping up its advisor growth game. The fintech announced the launch of the SmartAsset Advisor Marketing Platform, a ...
Four California cities are among the nation’s fastest-growing, according to a new SmartAsset report on emerging boomtowns.
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