SmartAsset

wealthtech-retailpersonal finance management

FOUNDING YEAR: 2012
LOCATION: United States
Last Update: 10/07/2020

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About

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

People

FOUNDERS

Philip Camilleri

Michael Carvin

BOARD MEMBERS AND ADVISORS

Jed Katz

NUMBER OF EMPLOYEES

51-200

INVESTORS:

Brendan Wallace

Citi Ventures

Denis Grosz

FJ Labs

IA Capital Group

Javelin Venture Partners

North Bridge Venture Partners

Peterson Ventures

Quotidian Ventures

SV Angel

Y Combinator

KEY EMPLOYEES:

Michael Carvin (CEO)

Momentum

FUNDED

YES

TOTAL FUNDING

$50.53 M

DATE OF LAST FUNDING

Jun 2018

TOTAL FUNDING COMMENT

Venture funding: $3.83 M in 2016

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

BASICS

FOUNDING YEAR:

2012

LOCATION:

United States

Views:

285 VISITORS | 451 VIEWS
LATEST FUNDING ROUND

$50.5 M

TOTAL EMPLOYEES
51-200

About

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.

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

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