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| Company type | Privately Held Company |
|---|---|
| Industry |
fintech personal finance  |
| Founder |
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| Headquarters | |
| Website |
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 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
- The Webby Awards Runner-up 2013 [14]
- The Webby Awards Honoree 2014 [15]
References
- ^ Karnie, Annie. "A Tech Migration Downtown". crainsnewyork.com. Crain’s New York Business. Retrieved 17 February 2013.
- ^ a b Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". techcrunch.com. TechCrunch. Retrieved 15 August 2012.
- ^ a b c Ha, Anthony (June 19, 2018). "Personal finance startup SmartAsset raises $28M". TechCrunch. Retrieved March 19, 2021.
- ^ Hogan, Mike. "Online Financial Calculators From BankRate, SmartAsset". online.barrons.com/. Barron's. Retrieved 14 October 2013.
- ^ Colao, J.J. "Buying A Home? Get Your Finances Straight With SmartAsset". Forbes. Retrieved 8 November 2012.
- ^ Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". techcrunch.com. TechCrunch. Retrieved 15 August 2012.
- ^ Dishman, Lydia. "These Are The Best Cities For Women In Tech". fastcompany.com. Fast Company. Retrieved 24 February 2016.
- ^ Casey, Michael. "If you want an affordable home, head to these states". CBS News. Retrieved 13 January 2015.
- ^ "SmartAsset Raises Another $28M To Empower You to Manage Your Personal Finances Like Never Before". AlleyWatch. July 11, 2018. Retrieved March 19, 2021.
- ^ 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.
- ^ Thrasher, Michael (May 29, 2020). "Why Lead Generator SmartAsset Just Became an RIA". RIAIntel. Retrieved March 21, 2021.
- ^ 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.
- ^ Grant, Rebecca. "Funding Daily: 'Tis almost the witching hour". venturebeat.com. VentureBeat. Retrieved 30 October 2012.
- ^ Ryan, Philip. "PayPal, Mint.com, American Express and PNC Bank Nominated for Webby Awards". bankinnovation.net. Retrieved 25 April 2013.
- ^ "2014 Webby Awards". webbyawards.com. Retrieved 19 May 2014.