SmartAsset

SmartAsset

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Overview

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions. Ranked on the Inc. 5000 list of fastest-growing private companies in 2021, SmartAsset recently closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator’s list of Top 100 Companies of all time, 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International, and Forbes’ list of America’s Best Startup Employers in 2020.

About

Industries

Financial Services, Finance, FinTech, Marketplace, Personal Finance, Wealth Management

Founded

2012

Employees

251-500

Headquarters locations

New York, New York, United States, North America

Social

N/A

Profile Resume

SmartAsset headquartered in New York, New York, United States, North America, operates in the Financial Services, Finance, FinTech, Marketplace, Personal Finance, Wealth Management sector. The company focuses on Financial Services and has secured $31.0B in funding across 192 round(s). With a team of 251-500 employees, SmartAsset is actively contributing to advancements in Financial Services. Their latest funding round, Seed Round - SmartAsset, raised $900.0K. Discover more about their projects, partnerships, and impact on our platform.

Employees

imagePlace Michael Carvin

Michael Carvin

Founder and CEO

imagePlace David K Jones

David K Jones

CFO

imagePlace Mark LoCastro

Mark LoCastro

Director of Public Relations

imagePlace Meghan Lapides

Meghan Lapides

Chief People Officer

imagePlace Firoze Lafeer

Firoze Lafeer

CTO

imagePlace Aniket Gune

Aniket Gune

Chief Product Officer

Funding Rounds

Funding rounds

8

Investors

4

Lead Investors

0

Total Funding Amount

$161.4M

Details

6

SmartAsset has raised a total of $161.4M in funding over 6 rounds.

Announcement dateTransaction nameNumber of InvestorsMoney raisedLead Investor
2016Early Stage Venture12.0M
2014Early Stage Venture5.2M
2012Seed1.5M
2012Seed900.0K

Investors

SmartAsset is funded by 54 investors.

Investor NameLead InvestorFunding RoundPartners
Otter Rock Capital-FUNDING ROUND - Otter Rock Capital1.5M
SV Angel-FUNDING ROUND - SV Angel900.0K
SmartAsset-FUNDING ROUND - SmartAsset900.0K
Peterson Ventures-FUNDING ROUND - Peterson Ventures900.0K

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