Sign Up Today and Learn More About SmartAsset Stock
Invest in or calculate the value of your shares in SmartAsset or other pre-IPO companies through EquityZen's platform.
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, Blockchain and Crypto
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.
SmartAsset Press Mentions
Stay in the know about the latest news on SmartAsset
Grocery prices continue to rise, but some cities see higher spikes than others
cbsnews ⢠Apr 18, 2025
What $100,000 is worth in the largest U.S. cities in 2025
eastbaytimes ⢠Apr 16, 2025
What $100,000 is worth in the largest U.S. cities in 2025
mercurynews ⢠Apr 15, 2025
âAmerican Dreamâ more affordable in Charlotte than many cities. But it takes more than $100K
bizjournals ⢠Apr 14, 2025
Value of $100K salary in Raleigh falls below Charlotte
bizjournals ⢠Apr 07, 2025
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
Join now and verify your accreditation status to gain access to:
- SmartAsset Current Valuation
- SmartAsset Stock Price
- SmartAsset Management
- Available deals in SmartAsset and all other companies with relevant Deal Offering documents
- EquityZen's proprietary data and insights, which may include
- SmartAsset Cap Table and Funding History by Share Class and Liquidity Preferences
- SmartAsset Revenue and Financials
- SmartAsset Highlights
- SmartAsset Business Model
- SmartAsset Risk Factors
- SmartAsset Research Report from SACRA Research
Trading SmartAsset Stock
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 â 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 360K 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 46K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."
