SmartAsset

wealthtech-retailpersonal finance management

FOUNDING YEAR: 2012
LOCATION: United States
Last Update: 19/01/2021

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive WhatsApp community where you can engage in discussions with global industry experts!

About

SmartAsset is a financial technology company with the simple mission of helping people make better financial decisions. Recently named one of Y Combinator's Top 100 companies of all time, we have raised more than $50 million in venture capital. Our personal finance tools, calculators and content reach more than 45 million per month. Our business model is to help the in-market consumers on our platform find the right Financial Advisor or the right Financial Product. SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barrons.

MEDICI Analysis

SmartAsset is a financial technology platform that uses data to provide free, actionable advice for financial decisions on issues including home buying, retirement, life insurance, student loans, refinance, credit cards and checking accounts. SmartAsset platform empowers people with highly personalized information and recommendations around major financial decisions.

Focus

PRODUCTS & SERVICES

SmartAsset app - Financial information & automated advice for banking, finance & insurance products. SmartAsset360 tool for credit reports. It leverages data modelling techniques to make it simple and easy to understand the answers to complex financial questions.

REVENUE MODEL

Company follows monthly subscription based pricing. It charges $14.99 per month.

EXISTING PARTNERSHIPS

Aol

CW

Market Watch

Reuters

Dash

Wealthbox

Traction

VALUATION / MARKET CAP:

$34.6 M in 2015

COMPANY TYPE:

For Profit

Momentum

FUNDED

YES

NUMBER OF FUNDING ROUNDS

6

TOTAL FUNDING

$50.53 M

DATE OF LAST FUNDING

Jun 2018

IPO STATUS

Private

TOTAL FUNDING COMMENT

Venture funding: $3.83 M in 2016

ESTIMETED REVENUE RANGE

$1M to $10M

SEED & PRIOR FUNDING

$1.5 M

SEED CLOSED ON

Oct 2012

FUNDING SERIES

SERIES A  · $5.2 M  · Mar 2014

SERIES B  · $12 M  · Sep 2016

SERIES C  · $28 M  · Jun 2018

OTHERS  · $3.83 M · Mar 2016

DEBT FUNDING

$900 K

LISTED

NO

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

8,569,854

AVERAGE VISITS (6 MONTHS)

9,226,283.09

MONTHLY VISITS GROWTH

-17.62%

VISIT DURATION

177

VISIT DURATION GROWTH

58.86%

PAGE VIEWS VISIT

3.11

PAGE VIEWS VISIT GROWTH

16.28%

BOUNCE RATE

56.66%

BOUNCE RATE GROWTH

-4.41%

GLOBAL TRAFFIC RANK

6,192

MONTHLY RANK CHANGE

258

MONTHLY RANK GROWTH

4.35%

Join the exclusive global FinTech community

Be a part of the global FinTech community on WhatsApp