OverviewSuggest Edit

SmartAsset is a personal finance technology company that uses financial modeling to power advice on major financial decisions. The Company provides personalized, automated answers to complex financial questions. SmartAsset started with home buying and has since expanded to include tools for refinancing, student loans, retirement, life insurance, banking, credit cards and startup economics. SmartAsset also provides credit scores and credit monitoring through the SmartAsset 360 product.

TypePrivate
Founded2012
HQNew York, NY, US
Websitesmartasset.com
Employee Ratings3.6

Latest Updates

Employees (est.) (Sept 2021)193(-1%)
Job Openings50
Cybersecurity ratingBMore

Key People/Management at SmartAsset

Michael Carvin

Michael Carvin

Chief Executive Officer & Co-Founder
Philip Camilleri

Philip Camilleri

Co-Founder
Chris Taylor

Chris Taylor

Chief Marketing Officer
Thomas Malloy

Thomas Malloy

Senior Vice President of Finance and Operations
Suzanne McNamee

Suzanne McNamee

Senior Vice President of Sales
Dave Frisone

Dave Frisone

Chief Revenue Officer
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SmartAsset Office Locations

SmartAsset has an office in New York
New York, NY, US (HQ)
535 5th Ave 30th Floor
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SmartAsset Financials and Metrics

Summary Metrics

Founding Date

2012

SmartAsset total Funding

$161.4 m

SmartAsset latest funding size

$110 m

Time since last funding

3 months ago

SmartAsset investors

SmartAsset's latest funding round in June 2021 was reported to be $110 m. In total, SmartAsset has raised $161.4 m. SmartAsset's latest valuation is reported to be $1 b.
View all funding rounds

SmartAsset Revenue

Market valuation

1.0b
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SmartAsset Cybersecurity Score

Cybersecurity ratingPremium dataset

B

82/100

SecurityScorecard logo

SmartAsset Online and Social Media Presence

Embed Graph

SmartAsset Company Culture

  • CEO Rating

    A+

    85/100

Learn more on Comparably

SmartAsset News and Updates

SmartAsset rethinks financial advisory, and becomes a unicorn in the process

SmartAsset, a marketplace that connects consumers to financial advisors, announced today that it has raised $110 million in a Series D round of funding. The financing values New York-based SmartAsset at over $1 billion, and brings its total raised since its 2012 inception to just over $161 million, …

The most expensive (and cheapest) states for the rich

If you're rich, you might want to consider moving to Wyoming or Nevada.

Personal finance startup SmartAsset raises $28M

I first wrote about SmartAsset nearly six years ago, when it launched its first product, a tool allowing prospective homebuyers to analyze the rent vs. buy decision and to see what kind of home they could actually afford. According to co-founder and CEO Michael Carvin, “On the consumer side, our str…

Here are the top 10 metros where Millennials are moving

Data from the U.S. Census Bureau shows Millennials do not move as often as young people from previous generations. In fact, data from the U.S. Census Bureau shows the mobility rate for young people currently sits at the lowest rate in 50 years. But for Millennials who do choose to migrate, here are …
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SmartAsset Frequently Asked Questions

  • When was SmartAsset founded?

    SmartAsset was founded in 2012.

  • Who are SmartAsset key executives?

    SmartAsset's key executives are Michael Carvin, Philip Camilleri and Chris Taylor.

  • How many employees does SmartAsset have?

    SmartAsset has 193 employees.

  • Who are SmartAsset competitors?

    Competitors of SmartAsset include Compliance Solutions Strategies, Bankrate and Runpath.

  • Where is SmartAsset headquarters?

    SmartAsset headquarters is located at 535 5th Ave 30th Floor, New York.

  • Where are SmartAsset offices?

    SmartAsset has an office in New York.

  • How many offices does SmartAsset have?

    SmartAsset has 1 office.