SmartAsset

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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
Websitesmartasset.com
Employee Ratings3.9More
View Jobs (13)

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Latest Updates

Employees (est.) (May 2020)137(+2%)
Job Openings13

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
Dave Frisone

Dave Frisone

Senior Vice President of Financial Advisor Revenue
Suzanne McNamee

Suzanne McNamee

Senior Vice President of Sales
Aj Smith

Aj Smith

Vice President of Content and Financial Education
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SmartAsset Financials and Metrics

Summary Metrics

Founding Date

2012

SmartAsset total Funding

$51.4 m

SmartAsset latest funding size

$28 m

Time since last funding

2 years ago

SmartAsset investors

Y Combinator, SV Angel, Fabrice Grinda, Quotidian Ventures, Contour Venture Partners, North Bridge Venture Partners, Transamerica Ventures, TTV Capital, Citi Ventures, Javelin Venture Partners, Peterson Ventures, DenisGrosz, BrendanWallace, Denis Grosz, IA Capital Group, New York Life Insurance Co, Brendan Wallace, Otter Rock Capital, Fitz Gate Ventures, Focus Financial Partners, IA Capital
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 Online and Social Media Presence

SmartAsset's Trends

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SmartAsset Company Culture

  • CEO Rating

    A+

    85/100

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SmartAsset News and Updates

June 10, 2019

SmartAsset (YC S12) Is Hiring SEM Manager

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February 14, 2019

SmartAsset (YC S12) Is Hiring a Senior Software Engineer in NYC

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August 08, 2018

The most expensive (and cheapest) states for the rich

If you're rich, you might want to consider moving to Wyoming or Nevada.
June 19, 2018

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…
August 30, 2017

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 …
August 18, 2017

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 137 employees.

  • Who are SmartAsset competitors?

    Competitors of SmartAsset include Bankrate, Credit Repair Australia and CredoLab.