SmartAsset

Private

Financial technology marketplace connecting consumers with financial advisors and providing free, automated tools for home buying, retirement planning, taxes, and investing. Reaches over 75 million people monthly through educational content and personalized calculators.

Founders Michael Carvin, Philip Camilleri
CEO Michael Carvin

Company

Founded
2012
Headquarters
New York, US
Employees
201-500

Financials

Total Funding
$158M
Last Valuation
$1.0B
Revenue (ARR)
$50M-$100M
Sectors
Fintech SaaS
smartasset.com Twitter Blog

Funding History

6 rounds
Series D Jun 24, 2021
$110M
Valuation: $1.0B
TTV Capital (Lead) Javelin Venture Partners Contour Venture Partners Citi Ventures New York Life Ventures North Bridge Venture Partners CMFG Ventures
Series C Jun 19, 2018
$28M
Focus Financial Partners (Lead) TTV Capital Javelin Venture Partners IA Capital Group Contour Venture Partners Citi Ventures
Series B Sep 8, 2016
$12M
IA Capital Group (Lead) TTV Capital Contour Venture Partners Javelin Venture Partners New York Life Ventures Transamerica Ventures Fitz Gate Ventures Peterson Ventures
Series A Mar 25, 2014
$5M
Javelin Venture Partners (Lead) SV Angel
Seed Oct 30, 2012
$2M
Javelin Venture Partners (Lead) North Bridge Venture Partners (Lead) Peterson Ventures Quotidian Ventures
Seed Aug 14, 2012
$900K
Y Combinator (Lead) Quotidian Ventures

Funding data is compiled from multiple independent sources including company announcements, press coverage, and regulatory filings. While we strive for accuracy, amounts and dates may reflect reported figures at time of announcement.