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SmartAsset Stock (SMAS)

Financial Technology Company

SmartAsset is a financial technology company.

About SmartAsset Stock

Founded

2012

Headquarters

New York, NY, US

Total Funding

161M

Industries

Financial Services, Commerce and Shopping

SmartAsset is a financial technology company that aims to provide people with automated personalized financial advice. SmartAsset claims to reach more than 75 million people each month through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions.

SmartAsset was founded in 2012 by Michael Carvin and is headquartered in New York, NY. Notable investors include Citi Ventures, Focus Financial Partners, IA Capital Group, Javelin Venture Partners, and North Bridge Venture Partners & Growth Equity.

Investors in SmartAsset

Discover investors in SmartAsset stock and explore their portfolio companies

SmartAsset Management

Leadership team at SmartAsset

Chief Executive Officer

Michael Carvin

Chief Financial Officer

Dave Jones

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    • Business Model
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How to invest in SmartAsset stock?

Accredited investors can buy pre-IPO stock in companies like SmartAsset through EquityZen funds. These investments are made available by existing SmartAsset shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.

How to sell SmartAsset stock?

Shareholders can sell their SmartAsset stock through EquityZen's private company marketplace. EquityZen's network includes over 330K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.

If I invest, how do I exit my investment?

There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.

Why choose EquityZen?

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 43K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."