Smart Investor - Ownership and Business Overview

Financial ServicesCompany

Smart Investor Ownership

Who owns Smart Investor?

Smart Investor is owned by Edelman Financial Engines. It was acquired on August 3, 2022.

Smart Investor Business Overview

Where is Smart Investor headquartered?

Smart Investor is headquartered in Roseville , California.

What sector is Smart Investor in?

Smart Investor is a financial services company.

When was Smart Investor founded?

Smart Investor was founded in 2001.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 229 acquisitions of financial services companies in 2022, including 23 acquisitions by private equity firms, and 206 by strategics.

Smart Investor

Smart Investor

915 Highland Pointe DriveSuite 250,
Roseville , California 95678
United States,
(916) 773-5217
www.smart-investor.cc

Smart Investor is a fiduciary Registered Investment Advisor that provides comprehensive financial planning and investment management services. Smart Investor was founded in 2001 and is based in Roseville, California.


Company Summary

SECTOR

Financial Services

Established

2001

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