Corporates prove someone likes a SmartAsset after all

Sep 12, 2016 • Robert Lavine

Personal finance modelling company SmartAsset has raised $12m in series B funding from investors including New York Life and Transamerica Ventures.

SmartAsset, the US-based operator of a personalised financial advice service, has secured $12m in a series B round featuring insurance companies New York Life and Aegon.

Investment firm IA Capital Group led the round, which also featured TTV Capital, Contour Ventures, Javelin Venture Partners and Fitz Gate Ventures. Aegon participated through Transamerica Ventures, the strategic investment unit it runs with its Transamerica subsidiary.

SmartAsset produces financial modelling technology that can simulate the financial impact of various consumer spending and investment…

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