#NEW YORKBASED SMARTASSET TTV 1B SOFTWARE#
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ДЄdolf has been featured on several lists of influential people in the industry. As of August 2018, Focus has partnered with approximately 60 wealth management firms in the U.S., Australia, Canada and the U.K. FocusвЂ™ IPO in July 2018 valued the firm at an enterprise value of $3.5 billion. ДЇollowing an investment in July 2017 by private equity firms Stone Point Capital and KKR, Focus was valued at over $2 billion. Focus Financial's stated goal was to support independent RIA firms. In 2004, Adolf incorporated Focus Financial Partners with his former colleagues from American Express, Rajini Kodialam and Lenny Chang. Adolf was then appointed SVP and general manager of the American Express Global Brokerage and Banking division. In 1998, Adolf joined American Express as the SVP Strategy and Business Development, reporting to CEO Harvey Golub. In 1990, he moved to the United States, where he was named partner at McKinsey. In 1987, he relocated to Munich, Germany to work for the global consulting firm McKinsey & Company. Business background ДЄdolf began his career at his family's CPA firm. Adolf graduated from the University of Innsbruck, Austria with a Doctor and Magister of Jurisprudence degree. Adolf's interest in financial services began at an early age, thanks to exposure to his father's work as the owner of a local accounting firm. In February, SmartAsset teamed up with America Saves and the American Savings Education Council to promote positive savings behavior during America Saves Week.Adolf was born in Innsbruck, Tyrol, Austria.

#NEW YORKBASED SMARTASSET TTV 1B SOFTWARE#

All of SmartAssetsвЂ™ recommended advisors are carefully vetted and registered with the SEC or appropriate state regulator.ДЄ finalist for the 2018 Benzinga Fintech Awards, SmartAsset announced a partnership with CRM software provider Wealthbox in April to integrate its SmartAdvisor lead generation solution into the Wealthbox platform.

#NEW YORKBASED SMARTASSET TTV 1B SERIES#

By answering a series of questions вЂ“ your location, your preferred retirement timeline, how you currently manage your money, and so on вЂ“ SmartAsset can assess the individualвЂ™s general investment preferences and goals and provide up to three recommendations for financial advisors.

SmartAsset also helps individuals find the right financial advisor based on their specific needs. The companyвЂ™s automated financial modeling software, demonstrated live at FinovateSpring, powers SmartAssetвЂ™s tools, financial calculators, and data-driven research and content to give consumers information on personal finance topics ranging from planning for a first-time home purchase or saving for retirement. More than 45 million people use SmartAssetвЂ™s personal finance information and online resources every month. вЂњIn doing so, SmartAsset will become the largest marketplace for investors trying to find financial advisors and advisors trying to meet new prospective clients.вЂќ вЂњThis investment will accelerate our mission of becoming the webвЂ™s premier resource for personal finance tools and content,вЂќ SmartAsset CEO and co-founder Michael Carvin said. The company will use the investment to build its audience as well as expand its platform to help more people improve their finances and connect with qualified personal financial advisors. The Series C round takes the companyвЂ™s total equity capital to more than $51 million and featured the participation of Focus Financial Partners, Javeline Venture Partners, TTV Capital, IA Capital, and Citi Ventures, as well as other investors. New York-based fintech SmartAsset, which provides personalized, automated financial solutions, has raised $28 million in new funding.

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