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SmartAsset Stock
Financial Technology Company
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, 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
Citi Ventures
Udaan, DriveWealth, Square, Roofstock, C2FO, HoneyBook, Cart.com, Harness, Socure, Betterment
CMFG VENTURES
Contour Venture Partners
Pendo, Degreed, SmartAsset, ShopKeep, Movable Ink, Wunderkind (formerly BounceX)
Fitz Gate Ventures
Focus Financial Partners
IA Capital Group
Javelin Venture Partners
Fair, Carbon Health, Niantic, Thumbtack, Clutter, SmartAsset
New York Life Insurance Co
North Bridge Venture Partners & Growth Equity
OutSystems, Salsify, WP Engine, Couchbase, Actifio, Acquia, Onshape, SmartAsset, Lytro, Markforged
Otter Rock Capital
Peterson Ventures
Quotidian Ventures
SV Angel
Stripe, Snap, Instacart, Anduril Industries, DoorDash, Reddit, Zenefits, Pinterest, Opendoor, Slack
Transamerica Ventures
TTV Capital
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
spr - Apr, 28 2022
spr - Feb, 10 2022
ow - Jan, 6 2022
alleywatch - Aug, 19 2021
bankautomationnews - Jun, 25 2021
techcrunch - Jun, 24 2021
planadviser - Jun, 3 2021
fa-mag - Mar, 1 2021
businesswire - Feb, 23 2021
businesswire - Nov, 11 2020
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Some data provided by Crunchbase
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