SmartAsset

United States
Troy, New Hampshire, United States, 10017

Company profile

SmartAsset company profile

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions. Ranked on the Inc. 5000 list of fastest-growing private companies in 2021, SmartAsset recently closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator’s list of Top 100 Companies of all time, 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International, and Forbes’ list of America’s Best Startup Employers in 2020.

Business identity

Contact email
[email protected]
Operating status
Active
Company type
For Profit
Employee range
251-500 employees
Revenue range
$10M-$100M
Founded
2012-01-01, Year

Headquarters

Postal code
10017
Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding stage
Late Stage Venture
Funding rounds
8
Total equity funding
$161.4M
Last funding
Secondary Market / 2021-08-05
Last equity funding
Series D / $110M
Investors
26
Lead investors
6
Founders
2
Articles
403

Founders and investors

Founders

Michael CarvinPhilip Camilleri

Lead investors

FJ LabsFocus Financial PartnersIA Capital GroupJavelin Venture PartnersNorth Bridge Venture Partners & Growth EquityTTV Capital

Investors

FJ LabsPeterson VenturesSV AngelTTV CapitalY Combinator