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SmartAsset

277 employees

SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors.

Basic info

Industry

technology, information and internet
software development

Sectors

Wealth Management
Marketplace
client acquisition
Finance
Content
Personal Finance
Financial Advisors
Financial Services
Retirement
FinTech
Money
lead gen
Financial Modelling

Date founded

2012

Funding rounds raised

Total raised

$110M

from 33 investors over 33 rounds

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SmartAsset raised undisclosed on August 5, 2021

Investors: FJ Labs

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SmartAsset raised $110M on June 24, 2021

Investors: New York Life Ventures, Empede Capital, TTV Capital, Contour Venture Partners, Javelin Venture Partners, CMFG Ventures and Sand Hill Angels

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SmartAsset raised $28M on June 19, 2018

Investors: Javelin Venture Partners, Inter-Atlantic Group, Contour Venture Partners, Focus Financial Partners, TTV Capital and FJ Labs

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SmartAsset raised $12M on September 8, 2016

Investors: Transamerica Ventures, TTV Capital, New York Life Insurance Company, Contour Venture Partners, Peterson Ventures, Inter-Atlantic Group, Fitz Gate Ventures and Javelin Venture Partners

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SmartAsset raised $5.2M on March 25, 2014

Investors: Otter Rock Capital, SV Angel, Evolution VC Partners, Javelin Venture Partners and Peterson Ventures

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SmartAsset raised $1.5M on October 30, 2012

Investors: Otter Rock Capital, Peterson Ventures and Javelin Venture Partners

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SmartAsset raised $900K on August 14, 2012

Investors: SV Angel, Y Combinator and Peterson Ventures

FAQ