SmartAsset
TypePrivately Held Company
Industryfintech
personal finance Edit this on Wikidata
Founder
  • Michael Carvin (CEO)
  • Philip Camilleri (CTO)
Headquarters
New York, NY
Websitesmartasset.com

SmartAsset is a financial technology company, founded in July 2012 by Michael Carvin and Phillip Camilleri and headquartered in New York, New York.[1][2] The company publishes articles, guides, reviews, calculators and tools to help people make decisions about personal finance.[3][4][5]

SmartAsset also operates SmartAdvisor, a digital platform that connects consumers with financial advisors.[3]

History

SmartAsset launched in July 2012 by CEO Michael Carvin and CTO Philip Camilleri as a Y Combinator startup company.[6] The company's product offering initially revolved around home buying. It expanded to include tools, financial calculators and articles about personal finance topics, including taxes, retirement, banking and investing.[3]

They have provided research studies featuring data analysis on topics like best cities for women in tech[7] and most affordable places to live.[8]

The company launched a platform called Captivate that enables financial publishers to host its tools on their own online content in 2015.[9][10]

In 2018, SmartAsset launched SmartAdvisor, a lead generation platform that connects consumers with financial advisors.[11]

Investment and finances

SmartAsset raised more than $161 million across funding rounds, including $110 million in a 2021 Series D round. The round valued the company at over $1 billion, making it a unicorn.[12] Investors include Y Combinator, Focus Financial Partners, SV Angel, Brendan F. Wallace, Quotidian Ventures, IA Capital Group and others.[13][2]

Awards

References

  1. ↑ Karnie, Annie. "A Tech Migration Downtown". crainsnewyork.com. Crain’s New York Business. Retrieved 17 February 2013.
  2. 1 2 Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". techcrunch.com. TechCrunch. Retrieved 15 August 2012.
  3. 1 2 3 Ha, Anthony (June 19, 2018). "Personal finance startup SmartAsset raises $28M". TechCrunch. Retrieved March 19, 2021.
  4. ↑ Hogan, Mike. "Online Financial Calculators From BankRate, SmartAsset". online.barrons.com/. Barron's. Retrieved 14 October 2013.
  5. ↑ Colao, J.J. "Buying A Home? Get Your Finances Straight With SmartAsset". Forbes. Retrieved 8 November 2012.
  6. ↑ Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". techcrunch.com. TechCrunch. Retrieved 15 August 2012.
  7. ↑ Dishman, Lydia. "These Are The Best Cities For Women In Tech". fastcompany.com. Fast Company. Retrieved 24 February 2016.
  8. ↑ Casey, Michael. "If you want an affordable home, head to these states". CBS News. Retrieved 13 January 2015.
  9. ↑ "SmartAsset Raises Another $28M To Empower You to Manage Your Personal Finances Like Never Before". AlleyWatch. July 11, 2018. Retrieved March 19, 2021.
  10. ↑ Breen, Oisin (June 8, 2020). "How SmartAsset is purging the stupid factor from robo-to-RIA referrals so it can triple prices, quadruple its closing rate and satisfy its VCs' biological clocks". RIABiz. Retrieved March 19, 2021.
  11. ↑ Thrasher, Michael (May 29, 2020). "Why Lead Generator SmartAsset Just Became an RIA". RIAIntel. Retrieved March 21, 2021.
  12. ↑ Mascarenhas, Mary Ann Azevedo and Natasha (2021-06-24). "SmartAsset rethinks financial advisory, and becomes a unicorn in the process". TechCrunch. Retrieved 2023-08-07.
  13. ↑ Grant, Rebecca. "Funding Daily: 'Tis almost the witching hour". venturebeat.com. VentureBeat. Retrieved 30 October 2012.
  14. ↑ Ryan, Philip. "PayPal, Mint.com, American Express and PNC Bank Nominated for Webby Awards". bankinnovation.net. Retrieved 25 April 2013.
  15. ↑ "2014 Webby Awards". webbyawards.com. Retrieved 19 May 2014.
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