About Street Smart Financial
Street Smart Financial is a company based in Lexington (United States) founded in 2007. It operates as a B2C, and Consulting. Street Smart Financial offers products and services including Investment Management and Financial Planning. Street Smart Financial operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Lexington, United States
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Sectors
Business ServicesTechnology
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Phone
*********
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Website
*********
- Legal Name Street Smart Financial, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Street Smart Financial
Street Smart Financial offers a comprehensive portfolio of products and services, including Investment Management and Financial Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Manages client portfolios with fee-only structure to optimize performance.
Offers personalized plans for individual financial needs and life changes.
Funding Insights of Street Smart Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Street Smart Financial
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Street Smart Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Street Smart Financial Comparisons
Competitors of Street Smart Financial
Street Smart Financial 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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Financial and risk advisory solutions are provided globally.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Street Smart Financial
When was Street Smart Financial founded?
Street Smart Financial was founded in 2007.
Where is Street Smart Financial located?
Street Smart Financial is headquartered in Lexington, United States. It is registered at Lexington, Kentucky, United States.
What does Street Smart Financial do?
Street Smart Financial is a fee-only firm located in Lexington, Massachusetts, specializing in investment management and financial planning services. Founded by Rand K. Spero, it focuses on educating clients about personal finance without commissions, tailoring strategies to individual life transitions and needs. The firm emphasizes trust, statistical analysis, and risk assessment to help clients maintain control over their finances, serving diverse individuals facing personal challenges.
Who are the top competitors of Street Smart Financial?
Street Smart Financial's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Street Smart Financial offer?
Street Smart Financial offers Investment Management and Financial Planning.
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