SmartAsset began the year by announcing Firoze Lafeer as its new Chief Technology Officer. The company made another addition to its C-suite in April when it hired James Kennedy as its Chief Compliance Officer and Director of Legal. SmartAsset made its Finovate debut in 2014 at FinovateSpring.SmartAsset, a NYC-based online platform for financial advice connecting consumers with financial advisors, closed a $110m Series D funding round, valuing the company at over $1 billion. #New yorkbased smartasset 110m ttv 1b series# in scaling its employee headcount to accelerate growth.in new product offerings, technology infrastructure and data partnerships and.in improving the user and matching experiences for both consumers and financial advisors.The company intends to use the funds to invest: The round was led by existing investor TTV Capital with participation from Javelin Venture Partners, Contour Venture Partners, Citi Ventures, New York Life Ventures, North Bridge Venture Partners, and CMFG Ventures. Led by Michael Carvin, Founder and CEO, SmartAsset provides a large marketplace connecting consumers to financial advisors and financial products reaching more than 100 million people each month through its personal finance content, custom tools and personalized calculators. In addition, financial advisors and firms on its wealth management referral platform, SmartAdvisor, now generate $1.5 billion in new, closed assets under management (AUM) per month. With 202 full-time employees, the company is planning on growing headcount by more than 75% in 2021. #New yorkbased smartasset 110m ttv 1b series#.
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