Buy or sell SmartAsset stock pre IPO via an EquityZen fund

EquityZen is a marketplace for shares of proven pre IPO tech companies

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.


Focus Financial Partners


Javelin Venture Partners

Thumbtack, SmartAsset

New York Life Insurance Co, SigFig, SmartAsset

Transamerica Ventures, Policygenius, CipherCloud, SmartAsset

TTV Capital

ShopKeep, SmartAsset

Funding History

August 2012$900K
October 2012$1.5M
March 2014$5.2M
March 2016$3.8M
September 2016$12.0M
June 2018$28.0M


Co-Founder & Chief Executive Officer

Michael Carvin


Philip Camilleri

Chief Marketing Officer

Chris Taylor


Other Companies

EquityZen does not have an affiliation with, formal relationship with, or endorsement from SmartAsset or any companies feature above. This profile is based on publicly available information and is intended to be informative in nature.

Some data provided by Crunchbase

Join 130K+ Investors and Shareholders

On our trusted digital marketplace for private companies

EquityZen Recognized As: