SmartAsset was founded in 2012 by Michael Carvin and Philip Camilleri. SmartAsset has not officially endorsed a plan to participate in an IPO.
SmartAsset is a technology platform for financial advisors. Per Forge data, SmartAsset has raised a total of $161.4 million in funding over 8 rounds. Their latest funding was raised on Aug 5, 2021. Key investors include Javelin Venture Partners, FJ Labs, TTV Capital, IA Capital Group, Focus Financial Partners, and North Bridge Venture Partners & Growth Equity.
These comments should not be interpreted to mean that the company is formally pursuing or foregoing an IPO.
Funding Date | Share Class | Amount Raised | Price per Share | Post-Money Valuation | Key Investors | |
---|---|---|---|---|---|---|
06/24/2021 | Series D | $113.35MM | $xx.xx | $106.03B | Citi Ventures, Cmfg Ventures, Contour Venture Partners, Javelin Venture Partners, New York Life Ventures, North Bridge Venture Partners, Ttv Capital | |
Price per Share
$xx.xx
Shares Outstanding
1,553,178
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Citi Ventures, Cmfg Ventures, Contour Venture Partners, Javelin Venture Partners, New York Life Ventures, North Bridge Venture Partners, Ttv Capital
|
||||||
06/20/2018 | Series C-1 | $2MM | $xx.xx | $11.66B | Citi Ventures, Focus Financial Partners, Ia Capital, Javelin Venture Partners, Ttv Capital | |
Price per Share
$xx.xx
Shares Outstanding
267,614
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Citi Ventures, Focus Financial Partners, Ia Capital, Javelin Venture Partners, Ttv Capital
|
||||||
06/20/2018 | Series C | $26MM | $xx.xx | $11.66B | Citi Ventures, Focus Financial Partners, Ia Capital, Javelin Venture Partners, Ttv Capital | |
Price per Share
$xx.xx
Shares Outstanding
2,783,178
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Citi Ventures, Focus Financial Partners, Ia Capital, Javelin Venture Partners, Ttv Capital
|
||||||
09/08/2016 | Series B | $12.08MM | $xx.xx | $6.39B | Contour Venture Partners, Fitz Gate Ventures, Ia Capital, Javelin Venture Partners, New York Life Ventures, Transamerica Ventures, Ttv Capital | |
Price per Share
$xx.xx
Shares Outstanding
1,953,069
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Contour Venture Partners, Fitz Gate Ventures, Ia Capital, Javelin Venture Partners, New York Life Ventures, Transamerica Ventures, Ttv Capital
|
||||||
05/25/2014 | Series A | $5.14MM | $xx.xx | $1.97B | Javelin Venture Partners, Otter Rock Capital, Quotidian Ventures, Sv Angel | |
Price per Share
$xx.xx
Shares Outstanding
1,948,031
Liquidation Pref Order
3
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Javelin Venture Partners, Otter Rock Capital, Quotidian Ventures, Sv Angel
|
||||||
10/30/2012 | Series Seed | $2.61MM | $xx.xx | $871.3MM | Brendan Wallace, Javelin Venture Partners, North Bridge Venture Partners, Peterson Ventures, Quotidian Ventures, Y Combinator | |
Price per Share
$xx.xx
Shares Outstanding
1,784,392
Liquidation Pref Order
3
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Brendan Wallace, Javelin Venture Partners, North Bridge Venture Partners, Peterson Ventures, Quotidian Ventures, Y Combinator
|