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SmartAsset

SmartAsset

SmartAsset is a financial technology company that provides automated personalized financial advice. It participated in the S12 cohort of Y Combinator.

OverviewStructured DataIssuesContributors

Contents

smartasset.com
Is a
Organization
Organization
Company
Company

Company attributes

Industry
Loan
Loan
Personal finance
Personal finance
Financial services
Financial services
Online marketplace
Online marketplace
0
Finance
Finance
Technology
Technology
...
Location
New York
New York
New York City
New York City
B2X
B2C
B2C
B2B
B2B
CEO
Michael Carvin (co-founder of SmartAsset)
Michael Carvin (co-founder of SmartAsset)
Founder
Philip Camilleri
Philip Camilleri
0
Michael Carvin (co-founder of SmartAsset)
Michael Carvin (co-founder of SmartAsset)
0
AngelList URL
angel.co/smartasset
Pitchbook URL
pitchbook.com/profiles.../54866-89
Accelerator
Y Combinator
Y Combinator
0
Accelerator Batch
‌
Y Combinator S12 Batch
0
Number of Employees (Ranges)
201 – 5000
Email Address
press@smartasset.com
info@smartasset.com
smartadvisor@smartasset.com
Number of Employees
1900
Full Address
419 Lafayette Street, New York, NY 10003 United States
Investors
TTV Capital
TTV Capital
Quotidian Ventures
Quotidian Ventures
‌
Empede Capital
IA Capital Group
IA Capital Group
Y Combinator
Y Combinator
0
Transamerica Ventures
Transamerica Ventures
SV Angel
SV Angel
Javelin Venture Partners
Javelin Venture Partners
...
Founded Date
2012
0
Total Funding Amount (USD)
161,400,000
Latest Funding Round Date
November 2021
Competitors
Noble Markets
Noble Markets
Bankrate
Bankrate
EquityZen
EquityZen
Reorg Research, Inc.
Reorg Research, Inc.
Canopy (company)
Canopy (company)
Tiller Money
Tiller Money
Blockstack.io
Blockstack.io
ConsenSys
ConsenSys
Latest Funding Type
Series D
Series D
Wellfound ID
smartasset
Country
United States
United States

Other attributes

Blog
blog.smartasset.com
Company Operating Status
Active
Postmoney Valuation
1,000,000,000
Latest Funding Round Amount (USD)
110,000,000
Wikidata ID
Q85801641
Y Combinator URL
ycombinator.com/compani...artasset0

SmartAsset is a New York City-based financial technology company that provides personalized financial advice to users. It provides free financial tools to its consumers to assist in financial planning for home buying, retirement, taxes, and more.

SmartAsset developed a technology called Automated Financial Modeling (AFM). AFM leverages data to run simulations on various financial decisions that may potentially impact a customer in the future. SmartAsset also offers third-party partnerships through other companies to gain access to their tools and data. It commits to branding any partnership tools being used in the process for a financial assessment.

Awards and Acknowledgements

SmartAsset has received multiple awards and acknowledgments since its founding in 2012. The awards and acknowledgments are listed as follows:

  • Y Combinator (2018) - Top 100 Company
  • The Webby Award Honoree (2018) - Best User Experience
  • Folio Top Women in Media (2018) - AJ Smith, VP of Content and Financial Education
  • Benzinga Fintech Award Winner (2018) - Best Educational Tools & Services
  • The Webby Award Honoree (2016) - Financial Services/Banking
  • Benzinga Fintech Award Winner (2016) - Best Educational Tools & Services
  • The Webby Award Honoree (2015) - Best User Experience
  • The Webby Award Honoree (2014) - Finacial Services/Banking
  • The Webby Award Honoree (2013) - Financial Services/Banking
  • The Webby Award Honoree (2013) - Financial Services/Banking

Timeline

No Timeline data yet.

Funding Rounds

Products

Acquisitions

SBIR/STTR Awards

Patents

Further Resources

Title
Author
Link
Type
Date

How Much Does a Prenup Cost?

Ashley Chorpenning

https://smartasset.com/financial-advisor/how-much-does-a-prenup-cost

Web

November 11, 2020

The Four Best Expense Report Apps for 2020

Mark Henricks

https://smartasset.com/financial-advisor/expense-report-app

Web

November 11, 2020

Webull vs. Robinhood: Which Is Best for You?

Eric Reed

https://smartasset.com/investing/webull-vs-robinhood

Web

November 11, 2020

Where Rent Has Become More Affordable - 2020 Edition

Stephanie Horan, CEPF®

https://smartasset.com/mortgage/where-rent-has-become-more-affordable-2020

Web

November 13, 2020

References

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