SmartAsset, a New York-based financial advice site that directs prospects to financial advisers, has closed a $110 million Series D round, valuing the company at over $1 billion. The financing was led by existing investor TTV Capital with participation from ...

This month’s edition kicks off with the big news that Zoe Financial has raised a $10 million Series A round to accelerate its lead generation service for advisers, as the pandemic hastens the consumer shift away from finding a local ...