Investor insights
Sectors invested in
Financial Services2
Wealth Management2
Content1
Advice1
FinTech1
Marketplace1
Finance1
Personal Finance1
Financial Modelling1
lead gen1
Money1
client acquisition1
Financial Advisors1
Retirement1
Funding rounds participated in
$28M sweet spot round size
Most of their 2 investments are in rounds between $28M and $28M
Basic info
Industry
financial services
Sectors
Wealth Management
Financial Services
Finance
Asset Management
RIA
Date founded
2006
Investments made
K
Kavar Capital Partners, LLC raised undisclosed on December 1, 2020
Investors: Focus Financial Partners
S
SmartAsset raised $28M on June 19, 2018
Investors: Javelin Venture Partners, Inter-Atlantic Group, Contour Venture Partners, TTV Capital, FJ Labs and Focus Financial Partners