SmartAsset

SmartAsset is an award-winning financial technology company that helps more than 100 million people each month make smart financial decisions.

SmartAsset's free and interactive tools help you make smarter decisions on home buying, refinance, retirement, life insurance, taxes, investing, personal loans, and more.

SmartAsset was launched in July 2012 by Michael Carvin and Philip Camilleri. The company is based out of New York, New York.

 

SmartAsset is the web’s go-to resource for financial advice that powers SmartAdvisor, the largest marketplace connecting consumers to financial advisors and financial products.

 

SmartAsset reaches more than 100M people each month through its personal finance content, custom tools and personalized calculators. In addition, financial advisors and firms on its wealth management referral platform, SmartAdvisor, now generate $1.5B in new, closed assets under management (AUM) per month.

 

SmartAsset was named to Y Combinator’s list of Top 100 Companies of all time, Forbes’ list of America’s Best Startup Employers in 2020 and named 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International.

 

SmartAsset is backed by TTV Capital, Javelin Venture Partners, Y Combinator, Contour Venture Partners, Citi Ventures, New York Life Ventures, and others. The company raised $110M in Series D round on Jun 24, 2021. This brings SmartAsset's total funding to $161.4M to date. The new round valued the company at over $1B post-money.

 

 

  • Year founded: 2012
  • Funding Info: $161.4M over 6 rounds (Latest Funding Type: Series D)
  • Yearly Revenue: NA
  • Employee Size: 51-200
  • Business Valuation: Valued at over $1B as of June 24, 2021
  • City/Town: New York
  • State: New York
  • Country: United States
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