SmartAsset Stock
Financial Technology Company
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About SmartAsset Stock
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, SmartAssetâs 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
Contour Venture Partners
Pendo, Degreed, SmartAsset, Wunderkind, ShopKeep, Movable Ink
TTV Capital
Focus Financial Partners
New York Life Insurance Co
Quotidian Ventures
Funding History
| October 2012 | $2.6M |
|---|---|
| March 2014 | $5.1M |
| March 2016 | $12.1M |
| June 2018 | $2.0M |
| June 2018 | $26.0M |
| June 2021 | $113M |
Management
Chief Executive Officer
Michael Carvin
Chief Financial Officer
Dave Jones
Press
cbsnews - Apr, 7 2024
How much do you need to make to live comfortably in Philadelphia? A new study says nearly $93,000investmentnews - Apr, 7 2024
SmartAsset woos growth-focused advisors with new platformbizjournals - Apr, 7 2024
Triad residents need these salaries to âlive comfortablyâ: SmartAssetbusinessinsider - Mar, 21 2024
Singles need $96,000 a year to live comfortably in the biggest cities, says SmartAssetbizjournals - Mar, 14 2024
Here's the salary needed to 'live comfortably' in Kansas City: SmartAsset studyEquityZen Recognized As:
