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, 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, Socure, Betterment, HomeLight
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
Snap, Instacart, Stripe, 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
SmartAsset Names David K. Jones as Chief Financial Officerspr - Feb, 10 2022
SmartAsset Appoints Meghan Lapides As Chief People Officerow - Jan, 6 2022
Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Servicealleywatch - Aug, 19 2021
SmartAsset Raises $110M to Modernize Personal Finance and Drive Leads for Financial Advisorsbankautomationnews - Jun, 25 2021
Wealth management referral platform Smart Asset becomes latest unicorntechcrunch - Jun, 24 2021
SmartAsset rethinks financial advisory, and becomes a unicorn in the processplanadviser - Jun, 3 2021
LPL and SmartAsset Partner in Vendor Affinity Programfa-mag - Mar, 1 2021
SmartAsset Hires Tech Chief To Upgrade Advisor Marketing Platformbusinesswire - Feb, 23 2021
SmartAsset Expands Executive Suite; Hires Firoze Lafeer as Chief Technology Officerbusinesswire - Nov, 11 2020
SmartAsset Releases White Paper, ‘How Coronavirus Changed the Investor-Advisor Relationship’EquityZen does not have an affiliation with, formal relationship with, or endorsement from any companies featured above. This profile is based on publicly available information and is intended to be informative in nature.
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