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.

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What is SmartAsset's ticker symbol?

SmartAsset does not currently have an official ticker symbol because this company is still private. Register today to connect with our Private Market Specialists and learn more about new pre-IPO investment opportunities.

What is SmartAsset's stock price?

The stock price for SmartAsset will be known as it becomes public. Here are similar public companies: Paypal (NAS: PYPL), Robinhood (NAS: HOOD), E-Trade (NAS: ETFC), Tradeweb (NAS: TW).

Who are SmartAsset's major investors?

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

SmartAsset Funding Rounds and IPO Valuation

Date Funding Round Funding Raised Price per Share IPO 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
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What is SmartAsset funding to date?

SmartAsset has raised $161.19MM to date.
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When was SmartAsset founded?

SmartAsset was founded in 2012.
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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.

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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.

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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.

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Updated on: Feb 16, 2023