About SmartAsset
SmartAsset is a company based in New York (United States) founded in 2012. SmartAsset has raised $161.43 million across 8 funding rounds from investors including Focus Financial Partners, New York Life Insurance and FJ Labs. SmartAsset has completed 1 acquisition, including Deft Sales. SmartAsset offers products and services including Financial Calculators and Advisor Matching Service. SmartAsset operates in a competitive market with competitors including NerdWallet, LendingTree, Raisin, Modern Finance and Simplist, among others.
- Headquarter New York, United States
- Stage Unicorn
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Smartasset Advisors, Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$161.43 M (USD)
in 8 rounds
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Latest Funding Round
$110 M (USD), Series D
Jun 24, 2021
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Investors
Focus Financial Partners
& 19 more
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Employee Count
Not available
- Investments & Acquisitions
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Products & Services of SmartAsset
SmartAsset offers a comprehensive portfolio of products and services, including Financial Calculators and Advisor Matching Service.
Online calculators for taxes, mortgages, and retirement planning.
Service to connect users with vetted financial advisors.
People of SmartAsset
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Leadership Team
29 people
Software Development Team
27 people
Sales and Marketing
18 people
Senior Team
15 people
Data Analysis and Operations Team
8 people
Finance and Accounting
7 people
Account Team
6 people
Human Resources and Administration
2 people
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Funding Insights of SmartAsset
SmartAsset has successfully raised a total of $161.43M across 8 strategic funding rounds. The most recent funding activity was a Series D round of $110 million completed in June 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in SmartAsset
SmartAsset has secured backing from 20 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Focus Financial Partners, New York Life Insurance and FJ Labs.
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Investments are made by TTV Capital in early-stage fintech companies.
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Seed and early-stage tech investments are made in US companies.
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Investments are made in US seed and early-stage tech companies.
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Investor details for SmartAsset
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by SmartAsset
SmartAsset has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Deft Sales.
Investment portfolio details for SmartAsset
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
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Lead generation and digital marketing services are provided to businesses.
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Complete acquisition details for SmartAsset
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
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Financial Statements - SmartAsset
Detailed financials for SmartAsset
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
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Smartasset Comparisons
Peer comparison for SmartAsset
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
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- Operating benchmarks
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Competitors of SmartAsset
SmartAsset operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as NerdWallet, LendingTree, Raisin, Modern Finance and Simplist, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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App-based comparison platform for financial products
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Provider of a platform for loan and other consumer financial product comparison
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Comparison platform for bank accounts
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An online marketplace connects banks for deposit liquidity exchange.
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Mortgage loan offers from multiple lenders are compared online.
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Detailed competitors of SmartAsset
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Smartasset
Complete news archive for SmartAsset
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Frequently Asked Questions about SmartAsset
SmartAsset was founded in 2012.
SmartAsset is headquartered in New York, United States. It is registered at New York, New York, United States.
SmartAsset is a funded company, having raised a total of $161.43M across 8 funding rounds to date.
Founded in 2012 and based in New York, United States, SmartAsset operates as an online platform in the financial technology sector. Comparisons of financial products such as home buying options, retirement plans, life insurance, student loans, refinancing, credit cards, and checking accounts are facilitated. A decision engine and optimization tool are utilized to evaluate strategy effectiveness, assess financing costs, and recommend products tailored to individual user circumstances.
SmartAsset's top competitors include NerdWallet, LendingTree and Raisin.
SmartAsset offers Financial Calculators and Advisor Matching Service.
SmartAsset has made 1 acquisition, including Deft Sales.
SmartAsset has 20 investors. Key investors include Focus Financial Partners, New York Life Insurance, FJ Labs, Peterson Partners, and TTV Capital.
The valuation of SmartAsset is $1B as of Jun 2021.