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 ...

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 ...

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 ...

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 ...

SmartAsset, a website and software company that more than 65 million consumers look to each month for help making personal finance decisions, recently became a registered investment advisor. The ...

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 ...

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 ...

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.