SmartAsset
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LAST UPDATED: September 28th, 2019
SmartAsset was founded by Princeton University grad Michael Carvin and professional coder Philip Camilleri. SmartAsset matches you with a financial advisor based on your financial needs and your location, taking advisors’ specializations into account. From there, you can use the company’s online tools or concierge service to book an appointment.
SmartAsset’s matching tool automatically recommends an automated robo-advisor (versus a traditional advisor) to anyone with less than $25,000 to invest.
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