Company type | Privately Held Company |
---|---|
Industry |
fintech personal finance |
Founder |
|
Headquarters | |
Website |
smartasset |
SmartAsset is a financial technology company, founded in July 2012 by Michael Carvin and Phillip Camilleri and headquartered in New York, New York. [1] [2] The company publishes articles, guides, reviews, calculators and tools to help people make decisions about personal finance. [3] [4] [5]
SmartAsset also operates SmartAdvisor, a digital platform that connects consumers with financial advisors. [3]
SmartAsset launched in July 2012 by CEO Michael Carvin and CTO Philip Camilleri as a Y Combinator startup company. [6] The company's product offering initially revolved around home buying. It expanded to include tools, financial calculators and articles about personal finance topics, including taxes, retirement, banking and investing. [3]
They have provided research studies featuring data analysis on topics like best cities for women in tech [7] and most affordable places to live. [8]
The company launched a platform called Captivate that enables financial publishers to host its tools on their own online content in 2015. [9] [10]
In 2018, SmartAsset launched SmartAdvisor, a lead generation platform that connects consumers with financial advisors. [11]
SmartAsset raised more than $161 million across funding rounds, including $110 million in a 2021 Series D round. The round valued the company at over $1 billion, making it a unicorn. [12] Investors include Y Combinator, Focus Financial Partners, SV Angel, Brendan F. Wallace, Quotidian Ventures, IA Capital Group and others. [13] [2]
Company type | Privately Held Company |
---|---|
Industry |
fintech personal finance |
Founder |
|
Headquarters | |
Website |
smartasset |
SmartAsset is a financial technology company, founded in July 2012 by Michael Carvin and Phillip Camilleri and headquartered in New York, New York. [1] [2] The company publishes articles, guides, reviews, calculators and tools to help people make decisions about personal finance. [3] [4] [5]
SmartAsset also operates SmartAdvisor, a digital platform that connects consumers with financial advisors. [3]
SmartAsset launched in July 2012 by CEO Michael Carvin and CTO Philip Camilleri as a Y Combinator startup company. [6] The company's product offering initially revolved around home buying. It expanded to include tools, financial calculators and articles about personal finance topics, including taxes, retirement, banking and investing. [3]
They have provided research studies featuring data analysis on topics like best cities for women in tech [7] and most affordable places to live. [8]
The company launched a platform called Captivate that enables financial publishers to host its tools on their own online content in 2015. [9] [10]
In 2018, SmartAsset launched SmartAdvisor, a lead generation platform that connects consumers with financial advisors. [11]
SmartAsset raised more than $161 million across funding rounds, including $110 million in a 2021 Series D round. The round valued the company at over $1 billion, making it a unicorn. [12] Investors include Y Combinator, Focus Financial Partners, SV Angel, Brendan F. Wallace, Quotidian Ventures, IA Capital Group and others. [13] [2]