SmartAsset logo — company profile

SmartAsset

Founded 2012 United States New York, United States 250 employees Secondary Market Total: $161.43M Finance, Financial Services +3

General Information

Company Name SmartAsset
Founded Year 2012
Location United States New York, United States +1
Employees 250
Industries Finance, Financial Services, Fintech +2
Funding Stage Secondary Market
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About SmartAsset

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 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset 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 and Forbes' list of America's Best Startup Employers in 2020.

Founded in 2012 and headquartered in the United States, SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.

The company's last investment was a Secondary Market investment at 05 August 2021 from FJ Labs.

This financial technology (fintech) startup has demonstrated rapid growth and strong industry recognition, making it an attractive investment opportunity for venture capitalists. Its strong positioning in the personal finance industry and its ability to reach a broad audience through its online platform and partnerships with financial advisors have contributed to its success. With its recent successful funding, SmartAsset is well-positioned for further expansion and innovation in the financial services sector.

Taxonomy: personal finance, financial advice, financial information, financial calculators, financial tools, consumer-focused, online destination, financial advisors, educational content, investment, Y Combinator, start-up employer, Series D funding, fastest growing companies, marketplace

Funding Rounds & Investors (8)

View All
Funding Stage Amount Investors Lead Investors Date
Secondary Market •••••• 1
Investor
05 Aug 2021
Series D •••••• 10
Investor Investor Investor Investor Investor Investor Investor Investor
•••• ••••
24 Jun 2021
Series C •••••• 8
Investor Investor Investor Investor Investor Investor
•••• ••••
19 Jun 2018
Series B •••••• 8
Investor Investor Investor Investor Investor Investor Investor
•••• ••••
08 Sep 2016
Venture Round •••••• - 14 Mar 2016

View All 8 Funding Rounds

SmartAsset Alternatives & Competitors

SmartAsset vs

Transparência não tem preço e nem tarifas

Series A
95 employees
Financial Services, Mobile
SmartAsset vs
Rocket Money
Rocket Money United States

The smartest way to manage your finances

Series D
275 employees
AI, Analytics
SmartAsset vs

Ezenet Corp Kasra Meshkin, CEO Kasra Meshkin, see also: Kaztrix.com Mobilisize.com Translator.plus...

2 employees

FAQ About SmartAsset

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 personaliz...
SmartAsset was founded in 2012.
SmartAsset is headquartered in New York, United States.
SmartAsset operates in the following industries: Finance, Financial Services, Fintech, Marketplaces, Wealth Management.
SmartAsset has approximately 250 employees.
SmartAsset has completed 8 funding rounds, raising a total of $161.43M. The latest funding stage is Secondary Market.
Top alternatives and competitors to SmartAsset include CondoConta, Rocket Money, EZENET CORP, Funding Societies Singapore, CUNA Mutual Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
SmartAsset and CondoConta are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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