SmartAsset Overview
- Year Founded
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2011
- Status
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Private
- Employees
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270
- Latest Deal Type
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Series D
- Latest Deal Amount
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$110M
- Investors
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29
SmartAsset General Information
Description
Developer of a financial advisory platform designed to connect consumers to financial advisors and financial products. The company's platform offers financial modeling, a decision engine and optimization tools through its educational content and personalized calculators and content to make confident and informed decisions, enabling users to make smart personal finance decisions regarding home buying, retirement, and taxes.
Contact Information
Website
www.smartasset.comCorporate Office
- 122 East 42nd Street
- Suite 4300
- New York, NY 10168
- United States
Corporate Office
- 122 East 42nd Street
- Suite 4300
- New York, NY 10168
- United States
SmartAsset Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 6. Later Stage VC (Series D) | 05-Aug-2021 | $110M | Completed | Generating Revenue | ||
| 5. Later Stage VC (Series C) | 15-Jun-2018 | Completed | Generating Revenue | |||
| 4. Later Stage VC (Series B) | 15-Aug-2016 | Completed | Generating Revenue | |||
| 3. Early Stage VC (Series A) | 25-Mar-2014 | Completed | Startup | |||
| 2. Seed Round | 30-Oct-2012 | $2.4M | $2.55M | Completed | Startup | |
| 1. Accelerator/Incubator | 21-Aug-2012 | $150K | $150K | Completed | Startup |
SmartAsset Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series D | ||||||||
| Series C1 | ||||||||
| Series C | ||||||||
| Series B | ||||||||
| Series A | 1,948,031 | $0.000100 | $2.64 | $2.64 | 1x | $2.64 | 14.22% | |
| Seed | 1,784,392 | $0.000100 | $1.46 | $1.46 | 1x | $1.46 | 13.02% |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
Evaluates the likelihood of a successful exit for investors, and the most likely exit type.
SmartAsset Comparisons
Industry
Financing
Details
SmartAsset Competitors (18)
One of SmartAsset’s 18 competitors is Bankrate, a Private Equity-Backed company based in West Palm Beach, FL.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Bankrate | Private Equity-Backed | West Palm Beach, FL | ||||
| ValuePenguin | Corporate Backed or Acquired | Charlotte, NC | ||||
| Sambla Group | Private Equity-Backed | Stockholm, Sweden | ||||
| MyBankTracker | Corporate Backed or Acquired | Foster City, CA | ||||
| Finanzcheck.de | Private Equity-Backed | Hamburg, Germany |
SmartAsset Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
SmartAsset Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
SmartAsset Investors (29)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Andreessen Horowitz | Venture Capital | Minority | ||
| Angel (individual) | Minority | |||
| Evolution VC Partners | Venture Capital | Minority | ||
| Flexcap Ventures | Venture Capital | Minority | ||
| Gray Ventures | Venture Capital | Minority |
SmartAsset Investments & Acquisitions (2)
SmartAsset’s most recent deal was a Corporate with Right Track (Construction and Engineering). The deal was made on 04-Aug-2023.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Right Track (Construction and Engineering) | 04-Aug-2023 | Corporate | Construction and Engineering | ||
| Deft Sales | 19-Apr-2023 | Merger/Acquisition | Business/Productivity Software |
SmartAsset Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Deft Sales | Houston, TX | 2020 |
SmartAsset FAQs
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When was SmartAsset founded?
SmartAsset was founded in 2011.
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Where is SmartAsset headquartered?
SmartAsset is headquartered in New York, NY.
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What is the size of SmartAsset?
SmartAsset has 270 total employees.
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What industry is SmartAsset in?
SmartAsset’s primary industry is Other Financial Services.
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Is SmartAsset a private or public company?
SmartAsset is a Private company.
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What is the current valuation of SmartAsset?
The current valuation of SmartAsset is .
-
What is SmartAsset’s current revenue?
The current revenue for SmartAsset is .
-
How much funding has SmartAsset raised over time?
SmartAsset has raised $158M.
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Who are SmartAsset’s investors?
Andreessen Horowitz, , Evolution VC Partners, Flexcap Ventures, and Gray Ventures are 5 of 29 investors who have invested in SmartAsset.
-
Who are SmartAsset’s competitors?
Bankrate, ValuePenguin, Sambla Group, MyBankTracker, and Finanzcheck.de are some of the 18 competitors of SmartAsset.
Data Transparency
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