Company:SmartAsset

From HandWiki
SmartAsset
TypePrivately Held Company
Founder
  • Michael Carvin (CEO)
  • Philip Camilleri (CTO)
Headquarters
New York, NY
Area served
United States
Websitesmartasset.com

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, studies, calculators and tools related to personal finance. Its personal finance coverage has been cited by CNBC, the Wall Street Journal, CBS News, Fast Company, and others.

SmartAsset also operates SmartAdvisor, a digital platform that connects consumers with financial advisors.[3]

History

SmartAsset launched in July 2012 by CEO Michael Carvin and CTO Philip Camilleri as a Y Combinator startup company.[4] 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][5]

The company launched a platform called Captivate that enables financial publishers to host its tools on their own online content in 2015.[6][7]

In 2018, SmartAsset launched SmartAdvisor, a lead generation platform that connects consumers with financial advisors.[8]

SmartAsset's personal finance studies and coverage have been cited by CNBC,[9] the Wall Street Journal,[10] Fast Company,[11] CBS News,[12] and others.[13]

Investment and finances

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.[14] Investors include Y Combinator, Focus Financial Partners, SV Angel, Brendan F. Wallace, Quotidian Ventures, IA Capital Group and others.[15][2]

Awards

See also

  • TheStreet

References

  1. ↑ Karnie, Annie. "A Tech Migration Downtown". Crain’s New York Business. http://www.crainsnewyork.com/article/20130217/TECHNOLOGY/302179975. 
  2. ↑ 2.0 2.1 Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". TechCrunch. https://techcrunch.com/2012/08/15/smartasset-seed-funding/. 
  3. ↑ 3.0 3.1 Ha, Anthony (June 19, 2018). "Personal finance startup SmartAsset raises $28M" (in en-US). https://techcrunch.com/2018/06/19/smartasset-series-c/. 
  4. ↑ Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". TechCrunch. https://techcrunch.com/2012/08/15/smartasset-seed-funding/. 
  5. ↑ Hogan, Mike. "Online Financial Calculators From BankRate, SmartAsset". Barron's. http://online.barrons.com/news/articles/SB50001424053111903891504579130522479065770?mod=BOL_hpp_oe. 
  6. ↑ "SmartAsset Raises Another $28M To Empower You to Manage Your Personal Finances Like Never Before" (in en-US). July 11, 2018. https://www.alleywatch.com/2018/07/this-nyc-startup-just-raised-28m-to-empower-you-to-manage-your-personal-finances-like-never-before/. 
  7. ↑ Breen, Oisin (June 8, 2020). "How SmartAsset is purging the stupid factor from robo-to-RIA referrals so it can triple prices, quadruple its closing rate and satisfy its VCs' biological clocks". https://riabiz.com/a/2020/6/8/how-smartasset-is-purging-the-stupid-factor-from-robo-to-ria-referrals-so-it-can-triple-prices-quadruple-its-closing-rate-and-satisfy-its-vcs-biological-clocks. 
  8. ↑ Thrasher, Michael (May 29, 2020). "Why Lead Generator SmartAsset Just Became an RIA" (in en-gb). https://www.riaintel.com/article/b1lv5vl9vhvqyr/why-lead-generator-smartasset-just-became-an-ria. 
  9. ↑ "A family of 4 needs over $300,000 a year to live comfortably in this state—it’s not Hawaii or California". CNBC. April 27, 2026. https://www.cnbc.com/2025/06/14/how-much-money-a-family-of-four-needs-to-live-comfortably-in-all-50-states.html. 
  10. ↑ "The High-Tax State Brain Drain". Wall Street Journal. April 27, 2026. https://www.wsj.com/opinion/the-high-tax-state-brain-drain-income-moving-ff80d185. 
  11. ↑ Dishman, Lydia. "These Are The Best Cities For Women In Tech". Fast Company. http://www.fastcompany.com/3057071/the-future-of-work/these-are-the-best-cities-for-women-in-tech. 
  12. ↑ Casey, Michael. "If you want an affordable home, head to these states". CBS News. http://www.cbsnews.com/news/if-you-want-an-affordable-home-head-to-texas-or-pennsylvania/. 
  13. ↑ "Report: Mass. is now the most expensive state for a family to live comfortably". Boston Globe. August 21, 2025. https://www.boston.com/news/local-news/2025/08/21/report-mass-is-now-the-most-expensive-state-to-live-comfortably/. 
  14. ↑ Mascarenhas, Mary Ann Azevedo and Natasha (2021-06-24). "SmartAsset rethinks financial advisory, and becomes a unicorn in the process" (in en-US). https://techcrunch.com/2021/06/24/smartasset-rethinks-financial-advisory-and-becomes-a-unicorn-in-the-process/. 
  15. ↑ Grant, Rebecca. "Funding Daily: 'Tis almost the witching hour". VentureBeat. https://venturebeat.com/2012/10/30/funding-daily-a-cocktail-in-the-morning/. 
  16. ↑ Ryan, Philip. "PayPal, Mint.com, American Express and PNC Bank Nominated for Webby Awards". http://bankinnovation.net/2013/04/paypal-mint-com-american-express-and-pnc-bank-nominated-for-webby-awards/. 
  17. ↑ "2014 Webby Awards". http://www.webbyawards.com/winners/2014/. 



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