SmartAsset

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][5]

SmartAsset
TypePrivately Held Company
Industryfintech
personal finance Edit this on Wikidata
Founder
  • Michael Carvin (CEO)
  • Philip Camilleri (CTO)
Headquarters
New York, NY
Websitesmartasset.com

SmartAsset also operates SmartAdvisor, a digital platform that connects consumers with financial advisors.[3]

History

SmartAsset launched in July 2012 by CEO Michael Carvin and CTO Philip Camilleri as a Y Combinator startup company.[6] 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[7] and most affordable places to live.[8]

The company launched a platform called Captivate that enables financial publishers to host its tools on their own online content in 2015.[9][10]

In 2018, SmartAsset launched SmartAdvisor, a lead generation platform that connects consumers with financial advisors.[11]

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.[12] Investors include Y Combinator, Focus Financial Partners, SV Angel, Brendan F. Wallace, Quotidian Ventures, IA Capital Group and others.[13][2]

Awards

References
  1. Karnie, Annie. "A Tech Migration Downtown". crainsnewyork.com. Crain’s New York Business. Retrieved 17 February 2013.
  2. Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". techcrunch.com. TechCrunch. Retrieved 15 August 2012.
  3. Ha, Anthony (June 19, 2018). "Personal finance startup SmartAsset raises $28M". TechCrunch. Retrieved March 19, 2021.
  4. Hogan, Mike. "Online Financial Calculators From BankRate, SmartAsset". online.barrons.com/. Barron's. Retrieved 14 October 2013.
  5. Colao, J.J. "Buying A Home? Get Your Finances Straight With SmartAsset". Forbes. Retrieved 8 November 2012.
  6. Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". techcrunch.com. TechCrunch. Retrieved 15 August 2012.
  7. Dishman, Lydia. "These Are The Best Cities For Women In Tech". fastcompany.com. Fast Company. Retrieved 24 February 2016.
  8. Casey, Michael. "If you want an affordable home, head to these states". CBS News. Retrieved 13 January 2015.
  9. "SmartAsset Raises Another $28M To Empower You to Manage Your Personal Finances Like Never Before". AlleyWatch. July 11, 2018. Retrieved March 19, 2021.
  10. Breen, Oisin (June 8, 2020). "How SmartAsset is purging the stupid factor from robo-to-RIA referrals so it can triple prices, quadruple its closing rate and satisfy its VCs' biological clocks". RIABiz. Retrieved March 19, 2021.
  11. Thrasher, Michael (May 29, 2020). "Why Lead Generator SmartAsset Just Became an RIA". RIAIntel. Retrieved March 21, 2021.
  12. Mascarenhas, Mary Ann Azevedo and Natasha (2021-06-24). "SmartAsset rethinks financial advisory, and becomes a unicorn in the process". TechCrunch. Retrieved 2023-08-07.
  13. Grant, Rebecca. "Funding Daily: 'Tis almost the witching hour". venturebeat.com. VentureBeat. Retrieved 30 October 2012.
  14. Ryan, Philip. "PayPal, Mint.com, American Express and PNC Bank Nominated for Webby Awards". bankinnovation.net. Retrieved 25 April 2013.
  15. "2014 Webby Awards". webbyawards.com. Retrieved 19 May 2014.
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