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SmartAsset Stock

Financial Technology Company



Notable Investors

Citi Ventures


New York NY, US

Total Funding


About SmartAsset Stock

SmartAsset is a financial technology company that empowers people with automated personalized financial advice. Its proprietary technology, up-to-the-minute research and unique Automated Financial Modeling software simulate the impact of different decisions on people’s personal finances, enabling millions of people to make smart financial decisions. The company has created dozens of calculators and tools spanning the full range of personal finance options including home buying, retirement planning, life insurance, personal loans, student loans, credit cards, loan refinance, taxes, finding a financial advisor and investing. These tools live on SmartAsset’s website and are embedded in relevant content on financial publisher websites via the Captivate tool. The company furthers its mission of helping people make smart financial decisions by connecting them to financial advisors via the SmartAdvisor service. In addition to these tools, an in-house editorial team creates thousands of educational articles and data-driven studies.


Funding History

October 2012$2.6M
March 2014$5.1M
March 2016$12.1M
June 2018$26.0M
June 2018$2.0M
June 2021$125M


Chief Executive Officer

Michael Carvin

Chief Technology Officer

Firoze Lafeer


Other Companies

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