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SmartAsset · New York, NY, USA; Remote

SmartAsset

$1B$110M roundGrowth

Fundamentalsi

Latest valuation$1B
Credibility rating5/5
Revenue / run rateNot disclosed
Known investorsY Combinator
StageGrowth
Latest roundSeries D · $110M
Total funding$158M
Team size210 employees
LocationNew York, NY, USA; Remote
IndustryFintech -> Consumer Finance
Source records2

Ownership data

Cap table not disclosed

SmartAsset does not include shareholding history in the normalized startup source files.

Financial performance

All Financials
Source snapshot
REVENUE (USD)Not disclosed Not disclosed
FUNDING (USD)$158M Series D · $110M
Insufficient history

Historical revenue and profit series are not present in the source files for this private company.

REVENUE GROWTHVALUE

1Y (TTM)Not disclosed

3Y CAGRNot disclosed

PROFIT GROWTHVALUE

1Y (TTM)Not disclosed

3Y CAGRNot disclosed

About

SmartAsset is an online destination for consumer-focused financial information and advice. Reaching approximately 59 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Additionally, SmartAsset powers SmartAsset AMP, a national marketplace connecting consumers to financial advisors. Building on SmartAsset's relationship with millions of investors, SmartAsset AMP connects financial advisors directly with prospects who meet their target client profile. Our algorithm matches consumers with up to three fiduciary financial advisors. In 2023, SmartAsset helped advisors close an estimated $34 billion.

This profile is normalized from the startup source files. Exact historical financials are shown only when present in the dataset.

CEO/MDMichael CarvinFounded in2012StatusStartup profile

Sources

Angel Investors and Venture Capital (1)

InvestorTypeSignal
Y CombinatorAccelerator / VCSeries D · $110M

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