SmartAsset
Consumer finance site that matches readers with financial advisors.
smartasset.comSmartAsset publishes consumer finance content and runs an advisor-matching service that connects users to up to three advisors after a questionnaire. The service is free to consumers, and advisors work out terms under a separate agreement.
The New York company went through Y Combinator in 2012. Focus Financial Partners took a minority stake in an earlier funding round.
What it does
- Advisor matching
- Consumer finance content
- Lead delivery
Coverage
- JPMorgan names former Merrill manager to lead Southeast advisor territory
Financial ADVSR, Oct 30
- Sheets and Green bring J.P. Morgan group to Rockefeller in Houston
Financial ADVSR, Oct 26
- Two new teams from J.P. Morgan and UBS join Rockefeller Global Family Office
Financial ADVSR, Oct 23
- Modera Wealth rolls out Mira AI platform to support its acquisition strategy
Financial ADVSR, Oct 21
- J.P. Morgan team forms Latigo Peak Partners with $18.6 billion in assets
Financial ADVSR, Oct 19
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