SmartAsset Stock

Financial Technology Company

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Notable Investors

Citi Ventures


New York NY, US

Total Funding


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.


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


Chief Executive Officer

Michael Carvin

Chief Financial Officer

Dave Jones


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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