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] 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.[5] 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[6] and most affordable places to live.[7]
The company launched a platform called Captivate that enables financial publishers to host its tools on their own online content in 2015.[8][9]
In 2018, SmartAsset launched SmartAdvisor, a lead generation platform that connects consumers with financial advisors.[10]
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.[11] Investors include Y Combinator, Focus Financial Partners, SV Angel, Brendan F. Wallace, Quotidian Ventures, IA Capital Group and others.[12][2]
Awards
External links
References
- Annie Karnie. A Tech Migration Downtown crainsnewyork.com, Crain’s New York Business, retrieved 17 February 2013^
- Anthony Ha. Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K techcrunch.com, TechCrunch, retrieved 15 August 2012^
- Anthony Ha. Personal finance startup SmartAsset raises $28M TechCrunch, June 19, 2018, retrieved March 19, 2021^
- Mike Hogan. Online Financial Calculators From BankRate, SmartAsset online.barrons.com/, Barron's, retrieved 14 October 2013^
- Anthony Ha. Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K techcrunch.com, TechCrunch, retrieved 15 August 2012^
- Lydia Dishman. These Are The Best Cities For Women In Tech fastcompany.com, Fast Company, retrieved 24 February 2016^
- Michael Casey. If you want an affordable home, head to these states CBS News, retrieved 13 January 2015^
- SmartAsset Raises Another $28M To Empower You to Manage Your Personal Finances Like Never Before AlleyWatch, July 11, 2018, retrieved March 19, 2021^
- Oisin Breen. 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, June 8, 2020, retrieved March 19, 2021^
- Michael Thrasher. Why Lead Generator SmartAsset Just Became an RIA RIAIntel, May 29, 2020, retrieved March 21, 2021^
- Mary Ann Azevedo and Natasha Mascarenhas. SmartAsset rethinks financial advisory, and becomes a unicorn in the process TechCrunch, 2021-06-24, retrieved 2023-08-07^
- Rebecca Grant. Funding Daily: 'Tis almost the witching hour venturebeat.com, VentureBeat, retrieved 30 October 2012^
- Philip Ryan. PayPal, Mint.com, American Express and PNC Bank Nominated for Webby Awards bankinnovation.net, retrieved 25 April 2013^
- 2014 Webby Awards webbyawards.com, retrieved 19 May 2014^