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.

HQNew York, NY, US
Employee Ratings3.8

Latest Updates

Employees (est.) (Feb 2021)159
Cybersecurity ratingCMore

Key People/Management at SmartAsset

Michael Carvin

Michael Carvin

Chief Executive Officer & Co-Founder
Philip Camilleri

Philip Camilleri

Chris Taylor

Chris Taylor

Chief Marketing Officer
Thomas Malloy

Thomas Malloy

Senior Vice President of Finance and Operations & Chief Compliance Officer (CCO)
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)
632 Broadway 4th Floor
New York, NY, US
419 Lafayette St 3rd floor
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SmartAsset Financials and Metrics

Summary Metrics

Founding Date


SmartAsset total Funding

$51.4 m

SmartAsset latest funding size

$28 m

Time since last funding

3 years ago

SmartAsset investors

SmartAsset's latest funding round in June 2018 was reported to be $28 m. In total, SmartAsset has raised $51.4 m
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SmartAsset Cybersecurity Score

Cybersecurity ratingPremium dataset



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SmartAsset Online and Social Media Presence

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SmartAsset Company Culture

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SmartAsset News and Updates

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 …

Beyond San Francisco: The best cities for tech workers

You probably picture San Jose or San Francisco when you picture tech cities. But with the cost of living in the Bay Area sky rocketing, the generous benefits tech workers receive may no longer feel like a lot. The good news is that tech jobs are booming in places across the country where costs of li…

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 159 employees.

  • Who are SmartAsset competitors?

    Competitors of SmartAsset include Bankrate, Joust and Ascensus.

  • Where is SmartAsset headquarters?

    SmartAsset headquarters is located at 632 Broadway 4th Floor, New York.

  • Where are SmartAsset offices?

    SmartAsset has an office in New York.

  • How many offices does SmartAsset have?

    SmartAsset has 2 offices.