SmartAsset was founded in 2012 by Michael Carvin and Philip Camilleri. The company has not publicly endorsed plans to participate in an IPO.

SmartAsset offers a platform where consumers can connect with financial advisors. The company has received numerous awards, including a 2022 spot on Y Combinator's list of all-time Top 100 Companies. In 2021, Carvin received the Ernst & Young LLP Entrepreneur Of The Year® New York Award. SmartAsset has raised more than $160 million in venture capital funding from investors including TTV Capital, Javelin Venture Partners, Contour Venture Partners, Citi Ventures, New York Life Ventures, North Bridge Venture Partners, and CMFG Ventures. Following a $110 million fundraise in June 2021, SmartAsset's valuation surpassed $1 billion.

These comments should not be interpreted to mean that the company is formally pursuing or foregoing an IPO.

Register for Details

For more details on financing and valuation for SmartAsset, register or login.

Please provide a valid email address.

By registering, you agree to Forge’s Terms of Use. Already registered? Log in

Learn more about SmartAsset

Forge green plus iconForge green minus icon

What is SmartAsset's IPO price?

The IPO price for SmartAsset will be known only if it becomes public. However, you may access the "Price At Last Round" and the "Implied EV" for publicly traded comparable companies with Forge Data.
Forge green plus iconForge green minus icon

Can you invest in SmartAsset?

SmartAsset is a privately held company and is not publicly traded on NYSE or NASDAQ in the U.S. To buy pre-IPO shares of a private company, you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.

Forge green plus iconForge green minus icon

Can you sell SmartAsset share pre-IPO?

If you own SmartAsset pre-IPO shares and are considering selling, you can find what your shares could be worth on Forge’s secondary marketplace.

Our Private Market Specialists are available to answer any questions you might have and can help connect you with a buyer from our network of 125,000 accredited investors and institutions. You can also learn more about how to sell your private shares before getting started.

Forge green plus iconForge green minus icon

Is SmartAsset a publicly traded company?

SmartAsset is a private company and not publicly traded.

If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.

Forge green plus iconForge green minus icon

What is SmartAsset's funding to date?

SmartAsset has raised $161.19MM to date.
Forge green plus iconForge green minus icon

When was SmartAsset founded?

SmartAsset was founded in 2012.

Who are SmartAsset's major investors?

SV Angel
Citi Ventures
Peterson Partners
IA Capital Group
Evolution VC Partners

SmartAsset Funding Rounds and Last Known Valuation

Date Funding Round Funding Raised Price per Share Last Known Valuation
6/24/2021 Series D $113.35MM raised $XXX.XX $XXX.XX
6/20/2018 Series C and C-1 $28MM raised $XXX.XX $XXX.XX
9/8/2016 Series B $12.08MM raised $XXX.XX $XXX.XX
5/25/2014 Series A $5.14MM raised $XXX.XX $XXX.XX
10/30/2012 Series Seed $2.61MM raised $XXX.XX $XXX.XX
Based on primary financings
Powered by Forge Data
Updated on: Nov 15, 2023


Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.