SmartAsset
SmartAsset is a fintech company in New York, United States, founded in 2012. It has raised $110.0M across 1 round, most recently a $110.0M Series D in June 2021.
Marketplace connecting consumers to financial advisors
- 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
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 1 funding round and 3 investors for this company. The full record is or through the API.
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
It lists 201–500 employees. It has raised $110.0M in total across 1 round, most recently a $110.0M Series D round in Jun 2021. Investors include TTV Capital, Javelin Venture Partners and North Bridge Venture Partners.
Tech & App Stack
11 technologies & apps tracked
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Funding History
Jun 2021
Investors
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