How much funding has SmartAsset raised?

SmartAsset has raised $110.0M in total funding, most recently a Series D round.

When was SmartAsset founded?

SmartAsset was founded in 2012.

Where is SmartAsset headquartered?

SmartAsset is headquartered in New York, New York, United States.

What industry is SmartAsset in?

SmartAsset operates in Fintech, Marketplace.

How many employees does SmartAsset have?

SmartAsset has 201-500 employees.

SmartAsset

Marketplace connecting consumers to financial advisors

New York, United States · Founded 2012 · $110.0M raised

Fintech

Marketplace

YC S12

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.

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