SmartAsset
Marketplace connecting consumers to financial advisors
New York, United States · Founded 2012 · $110.0M raised
- Headquarters
- New York, New York
- Employees
- 201–500
- Founded
- 2012
- Business Model
- B2B2C
- Website
- smartasset.com
- Total Funding
- $110.0M
- Last Round
- $110.0M Series DJun 2021
- Rounds
- 1
About
SmartAsset is an online destination for consumer-focused financial information and advice. Reaching approximately 59 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Additionally, SmartAsset powers SmartAsset AMP, a national marketplace connecting consumers to financial advisors. Building on SmartAsset’s relationship with millions of investors, SmartAsset AMP connects financial advisors directly with prospects who meet their target client profile. Our algorithm matches consumers with up to three fiduciary financial advisors. In 2023, SmartAsset helped advisors close an estimated $34 billion.
Summary
SmartAsset is a Fintech company based in New York, United States, founded in 2012. It has raised $110.0M in total across 1 round, most recently a $110.0M Series D round in Jun 2021.
Tech & App Stack
11 technologies & apps tracked
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Funding History
Jun 2021
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