SmartAsset Overview
- Founded
- 2011
- Status
- Private
- Employees
- 194
- Latest Deal Type
- Series D
- Latest Deal Amount
- $110M
- Investors
- 25
SmartAsset General Information
Description
Developer of a financial advisory platform intended to connect consumers to financial advisors and financial products. The company's platform offers financial modeling, decision engine, and optimization tools like calculators and content, enabling users to make smart personal finance decisions regarding home buying, retirement, and taxes.
Contact Information
Website
www.smartasset.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Information Services (B2C)
Primary Office
- 535 5th Avenue
- 30th Floor
- New York, NY 10017
- United States
SmartAsset Timeline
SmartAsset Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 6. Later Stage VC (Series D) | 24-Jun-2021 | $110M | 00000 | 000 | Completed | Generating Revenue |
| 5. Later Stage VC (Series C) | 19-Jun-2018 | 0000 | 000.00 | 00000 | Completed | Generating Revenue |
| 4. Early Stage VC (Series B) | 15-Aug-2016 | 0000 | 000.00 | 0000 | Completed | Generating Revenue |
| 3. Early Stage VC (Series A) | 25-Mar-2014 | 00.000 | 00.000 | 000.00 | Completed | Startup |
| 2. Seed Round | 30-Oct-2012 | $2.4M | $2.55M | 00.00 | Completed | Startup |
| 1. Accelerator/Incubator | 21-Aug-2012 | $150K | $150K | 00.000 | Completed | Startup |
SmartAsset Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series D | 0,000,000 | 00.000000 | 000.00 | 000.00 | 00 | 000.00 | 000 | |
| Series C1 | 000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 0.000 | |
| Series C | 0,000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 00.000 | |
| Series B | 0,000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 00.000 | |
| Series A | 1,948,031 | $0.000100 | $2.64 | $2.64 | 1x | $2.64 | 14.22% | |
| Seed | 1,784,392 | $0.000100 | $1.46 | $1.46 | 1x | $1.46 | 13.02% |
SmartAsset Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a financial advisory platform intended to connect consumers to financial advisors and financial products. T
Financial Software
New York, NY
194
As of 2021
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New York, NY
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As of 0000
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00.00
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Hamburg, Germany
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Add Comparison
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Request a free trialSmartAsset Competitors (18)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Zoe Financial | Venture Capital-Backed | New York, NY | 00 | 000.00 | 00000000000 | 000.00 |
| 00000000000.00 | Private Equity-Backed | Hamburg, Germany | 000 | 000.00 | 000000000000 | |
| 0000000 | Venture Capital-Backed | New York, NY | 000 | 000.00 | 0000000000 0 | 000.00 |
| 0000000000 | Formerly VC-backed | San Francisco, CA | 000 | 00000 | 00000000 | 00000 |
| 0000000000 | Venture Capital-Backed | New York, NY | 000 | 00000 | 00000000000 | 00000 |
SmartAsset Patents
SmartAsset Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| GB-201706426-D0 | Cabling network | Pending | 24-Apr-2017 | 00000000 | |
| GB-2561835-A | Cabling network | Pending | 24-Apr-2017 | 00000000 | |
| US-20140086662-A1 | Bottle with applicator | Granted | 24-Sep-2012 | 0000000000 | 0 |
| US-20160073764-A1 | Bottle top with orientation indicator and method for use | Abandoned | 24-Sep-2012 | 0000000000 | |
| US-20140286688-A1 | Bottle with applicator | Granted | 24-Sep-2012 | A45D34/045 |
SmartAsset Executive Team (20)
SmartAsset Board Members (6)
| Name | Representing | Role | Since |
|---|---|---|---|
| Andrew Lerner | IA Capital Group | Board Member | 000 0000 |
| Jed Katz | Javelin Venture Partners | Board Member | 000 0000 |
| Mark Johnson | TTV Capital | Board Member | 000 0000 |
| Michael Carvin | SmartAsset | Co-Founder, Board Member & Chief Executive Officer | 000 0000 |
| Rajini Kodialam | Focus Financial Partners | Board Member | 000 0000 |
SmartAsset Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %ile
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.
Request a free trialSmartAsset Investors (25)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|---|---|---|---|---|
| Andrew Vigneault | Angel (individual) | Minority | 000 0000 | 000000 0 | |
| Evolution VC Partners | Venture Capital | Minority | 000 0000 | 000000 0 | |
| PROOF fund | Venture Capital | Minority | 000 0000 | 000000 0 | |
| Sand Hill Angels | Angel Group | Minority | 000 0000 | 000000 0 | |
| SWS Venture Capital | Venture Capital | Minority | 000 0000 | 000000 0 |