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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
Financial Services, Finance, FinTech, Marketplace, Personal Finance, Wealth Management
2012
251-500
Headquarters locations
New York, New York, United States, North America
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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.
Funding Rounds
8
4
0
$161.4M
Details
6
SmartAsset has raised a total of $161.4M in funding over 6 rounds.
Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
---|---|---|---|---|
2016 | Early Stage Venture | 12.0M | ||
2014 | Early Stage Venture | 5.2M | ||
2012 | Seed | 1.5M | ||
2012 | Seed | 900.0K |
Investors
SmartAsset is funded by 54 investors.
Investor Name | Lead Investor | Funding Round | Partners |
---|---|---|---|
Otter Rock Capital | - | FUNDING ROUND - Otter Rock Capital | 1.5M |
SV Angel | - | FUNDING ROUND - SV Angel | 900.0K |
SmartAsset | - | FUNDING ROUND - SmartAsset | 900.0K |
Peterson Ventures | - | FUNDING ROUND - Peterson Ventures | 900.0K |
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