Company:SmartAsset
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| Type | Privately Held Company |
|---|---|
| Founder |
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| Headquarters | New York, NY |
| Website | smartasset |
SmartAsset is a financial technology company, founded in July 2012 by Michael Carvin and Phillip Camilleri and headquartered in New York City , 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]
History
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]
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.[12] Investors include Y Combinator, Focus Financial Partners, SV Angel, Brendan F. Wallace, Quotidian Ventures, IA Capital Group and others.[13][2]
Awards
- The Webby Awards Runner-up 2013[14]
- The Webby Awards Honoree 2014[15]
References
- ↑ Karnie, Annie. "A Tech Migration Downtown". Crain’s New York Business. http://www.crainsnewyork.com/article/20130217/TECHNOLOGY/302179975.
- ↑ 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/.
- ↑ 3.0 3.1 3.2 Ha, Anthony (June 19, 2018). "Personal finance startup SmartAsset raises $28M" (in en-US). https://social.techcrunch.com/2018/06/19/smartasset-series-c/.
- ↑ Hogan, Mike. "Online Financial Calculators From BankRate, SmartAsset". Barron's. http://online.barrons.com/news/articles/SB50001424053111903891504579130522479065770?mod=BOL_hpp_oe.
- ↑ Colao, J.J.. "Buying A Home? Get Your Finances Straight With SmartAsset". Forbes. https://www.forbes.com/sites/jjcolao/2012/11/08/buying-a-home-get-your-finances-straight-with-smartasset/.
- ↑ Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". TechCrunch. https://techcrunch.com/2012/08/15/smartasset-seed-funding/.
- ↑ 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.
- ↑ 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/.
- ↑ "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/.
- ↑ 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.
- ↑ 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.
- ↑ 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/.
- ↑ Grant, Rebecca. "Funding Daily: 'Tis almost the witching hour". VentureBeat. https://venturebeat.com/2012/10/30/funding-daily-a-cocktail-in-the-morning/.
- ↑ 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/.
- ↑ "2014 Webby Awards". http://www.webbyawards.com/winners/2014/.
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