SmartAsset
wealthtech-retail . personal 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
People
FOUNDERS
Michael Carvin
BOARD MEMBERS AND ADVISORS
Jed Katz
NUMBER OF EMPLOYEES
51-200
INVESTORS:
North Bridge Venture Partners & Growth Equity
KEY EMPLOYEES:
Michael Carvin (CEO)
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
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%
Sign up for 7 days free trial with MEDICI Inner Circle to follow and track profiles you care about.
Related Companies
Addepar is a cloud-based wealth management platform that provides investment management advisors with tools for managing complex portfolios. The company provides customizab...
AlgoFast is an automated event trading software platform that allows individual and institutional investors to execute automated trades in response to a wide array of econo...
Benzinga is a financial news and analysis service providing stock market ideas for traders and investors.
Join the exclusive global FinTech community
Be a part of the global FinTech community on WhatsApp