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
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

Series DSeries DJun 2021
$110.0M

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