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SmartAsset

American financial technology company From Wikipedia, the free encyclopedia

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SmartAsset is a financial technology company, founded in July 2012 by Michael Carvin and Phillip Camilleri and headquartered in New York, New York.[1][2] The company publishes articles, guides, reviews, calculators and tools to help people make decisions about personal finance.[3][4] SmartAsset also operates SmartAdvisor, a digital platform that connects consumers with financial advisors.[3]

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History

SmartAsset launched in July 2012 by CEO Michael Carvin and CTO Philip Camilleri as a Y Combinator startup company.[5] The company's product offering initially revolved around home buying. It expanded to include tools, financial calculators and articles about personal finance topics, including taxes, retirement, banking and investing.[3]

They have provided research studies featuring data analysis on topics like best cities for women in tech[6] and most affordable places to live.[7]

The company launched a platform called Captivate that enables financial publishers to host its tools on their own online content in 2015.[8][9]

In 2018, SmartAsset launched SmartAdvisor, a lead generation platform that connects consumers with financial advisors.[10]

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Investment and finances

SmartAsset raised more than $161 million across funding rounds, including $110 million in a 2021 Series D round. The round valued the company at over $1 billion, making it a unicorn.[11] Investors include Y Combinator, Focus Financial Partners, SV Angel, Brendan F. Wallace, Quotidian Ventures, IA Capital Group and others.[12][2]

Awards

References

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