smartasset.comFinTech / Personal FinanceFounded: 2012Funding to Date: $161.19MM
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions. This company was founded in 2012 and is headquartered in New York, NY.
Funding Date | Share Class | Amount Raised | Price per Share | Post-Money Valuation | Key Investors | |
---|---|---|---|---|---|---|
06/24/2021 | Series D | $113.35MM | $xx.xx | $1.06B | TTV Capital, Javelin Venture Partners, Contour Venture Partners, Citi Ventures, New York Life Ventures, North Bridge Venture Partners, CMFG Ventures | |
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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
TTV Capital, Javelin Venture Partners, Contour Venture Partners, Citi Ventures, New York Life Ventures, North Bridge Venture Partners, CMFG Ventures
|
||||||
06/20/2018 | Series C-1 | $2MM | $xx.xx | $116.59MM | Focus Financial Partners, Javelin Venture Partners, TTV Capital, IA Capital, Citi Ventures | |
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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Focus Financial Partners, Javelin Venture Partners, TTV Capital, IA Capital, Citi Ventures
|
||||||
06/20/2018 | Series C | $26MM | $xx.xx | $116.59MM | Focus Financial Partners, Javelin Venture Partners, TTV Capital, IA Capital, Citi Ventures | |
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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Focus Financial Partners, Javelin Venture Partners, TTV Capital, IA Capital, Citi Ventures
|
||||||
09/08/2016 | Series B | $12.08MM | $xx.xx | $63.94MM | IA Capital, TTV Capital, Transamerica Ventures, Javelin Venture Partners, Fitz Gate Ventures, Contour Venture Partners, New York Life Ventures | |
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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
IA Capital, TTV Capital, Transamerica Ventures, Javelin Venture Partners, Fitz Gate Ventures, Contour Venture Partners, New York Life Ventures
|
||||||
05/25/2014 | Series A | $5.14MM | $xx.xx | $19.71MM | Javelin Venture Partners, SV Angel, Otter Rock Capital, Quotidian Ventures | |
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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Javelin Venture Partners, SV Angel, Otter Rock Capital, Quotidian Ventures
|
||||||
10/30/2012 | Series Seed | $2.61MM | $xx.xx | $8.71MM | Javelin Venture Partners, North Bridge Venture Partners, Y Combinator, Peterson Ventures, Quotidian Ventures, Brendan Wallace | |
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
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Javelin Venture Partners, North Bridge Venture Partners, Y Combinator, Peterson Ventures, Quotidian Ventures, Brendan Wallace
|