![]() Moreover, financial advisors and companies on its SmartAdvisor platform accumulate $1.5 billion in new, closed assets under management (AUM) each month. “Our mission is to help people get better financial advice. With this additional capital we are going to make further investments in building the web’s best personal finance resource and enhancing our ability to connect consumers to financial advisors across the U.S,” said Michael Carvin, founder and chief executive officer of SmartAsset. The startup company plans to use the fresh business funding to enhance user and matching experience for its customers and financial advisors. The aim is to broaden its product offerings and make new investments in the new technology and data partnerships to drive sustainable business growth. “SmartAsset is quickly expanding its lead in one of the largest markets in the U.S. by providing an incredibly valuable resource for both consumers and financial advisors alike. The company helps millions of people make better financial decisions while simultaneously enabling advisors to grow their business,” noted Mark Johnson, a partner at TTV Capital. In April 2020, the fintech startup introduced “Live Connections,” a new solution that allows financial advisers to connect with clients over the phone. This business service can be used by all certified financial advisors, Registered Investment Advisors (RIAs), and Advisory firms across the US on the SmartAdvisor platform. Live Connections represents an extension to the platform that connects validated business investors to financial advisors via an introductory phone call. #Yorkbased smartasset series ttv capital 1b series.
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