• FOUNDING YEAR: 2012
    LOCATION:
    United States
    REGION:
    New York
    Last Update:
    18 Oct, 2019
    Phone:
    +1 646-535-9487

Description

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:
Viewable by subscribers only
EXISTING PARTNERSHIPS:
Aol, CW, Market Watch, Reuters, Dash, Wealthbox

PEOPLE

FOUNDERS:
Philip Camilleri, Michael Carvin
Board Members and Advisors:
Jed Katz
NUMBER OF EMPLOYEES:
51-200
INVESTORS:
Quotidian Ventures, Denis Grosz, SV Angel, North Bridge Venture Partners, Javelin Venture Partners, Brendan Wallace, Peterson Ventures, Y Combinator, IA Capital Group
KEY EMPLOYEES:
Michael Carvin (CEO)

TRACTION

VALUATION / MARKET CAP:
$34.6 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$50.5 Millions
DATE OF LAST FUNDING:
Mar 2016
TOTAL FUNDING COMMENT:
Venture funding: $3.83 M in 2016
SEED & PRIOR FUNDING:
$1.5 Millions
SEED CLOSED ON:
Oct 2012
FUNDING SERIES:
SERIES A
$9 Millions Closed: Mar 2016
SERIES B
$12 Million Closed: Sep 2016
SERIES C
$28 Millions Closed: Jun 2018
LISTED:
NO

LATEST RESEARCH