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SmartAsset Stock

Automated personalized financial advice

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

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


Founder and CEO

Michael Carvin

Co-founder & CTO

Philip Camilleri


Resist The Urge To Spend More

Forbes - Oct, 17 2019

What income do you need to pay rent in Memphis?

Memphis Business Journal - Aug, 10 2018

SmartAsset: The Rent IS Too Damn High

Builder Magazine - Jul, 25 2018

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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.

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