SmartAsset Stock

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.

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Private Market Pricing DetailsValuation & Financings

SmartAsset Stock Price

Forge Price 1
Price not yet available
Last Closed Trade 2
Close Date
xx/xx/xx
Last Closed Trade Price
$xx.xx
Last Funding Round (LFR)
Date
xx/xx/xx
Price per Share
$xx.xx

SmartAsset Funding Rounds and Valuation

Funding History Chart
Funding Round Details
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

SmartAsset investors also invested in these private companies

Transamerica Ventures
Brendan Wallace
Fitz Gate Ventures
Peterson Partners
New York Life Ventures
Quotidian Ventures
Peterson Ventures
North Bridge Venture Partners
Focus Financial Partners
Cmfg Ventures

Leadership & Board

Leadership

Michael Carvin
Co-Founder, Board Member & Chief Executive Officer
Mihir Apte
Vice President, Business Development
Brian Bourque
Vice President, Marketing
David Jones
Chief Financial Officer

Board

Jed Katz
Javelin Venture Partners
Thomas Evans
Andrew Lerner
IA Capital Group
Rajini Kodialam
Focus Financial Partners
Mark Johnson
TTV Capital
Michael Carvin

SmartAsset stock FAQs

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Can you buy SmartAsset stock?

As SmartAsset is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private companies like SmartAsset, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
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How to buy SmartAsset stock?

To invest in a private company like SmartAsset through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)

  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
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Can you sell SmartAsset stock?

Yes, you may sell the SmartAsset stock you currently own. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company’s interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
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How to sell SmartAsset stock?

If you hold private company shares of SmartAsset – whether as an employee or an early investor – Forge can help you sell them.

  1. Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
  2. Indicate your interest to sell your SmartAsset on our platform.
  3. Work with your dedicated Private Market Specialist who’ll help guide you through every step of the transaction.
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Is SmartAsset a public company?

No, SmartAsset is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
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What is SmartAsset’s stock price?

SmartAsset is a privately held company and therefore does not have a public stock price. However, you may access SmartAsset private market stock price with Forge Data.
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What is SmartAsset’s stock ticker symbol?

SmartAsset does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

SmartAsset’s news and media highlights

SmartAsset will require new RIA clients to pay $25,000 annually for full access to its lead generation services. This move counters rival Zoe Financial's pay-per-lead model and aims to lock in recurring revenues, though it risks losing business to niche competitors.
SmartAsset launched a new marketing platform to help financial advisors acquire and retain clients by providing referrals, automated outreach tools, and transparent pricing on subscription plans over 6-12 months. The platform aims to eliminate reliance on outdated tactics and directly connect advisors with consumers seeking financial advice.
SmartAsset, a NYC-based online platform for financial advice connecting consumers with financial advisors, closed a $110m Series D funding round, valuing the company at over $1 billion
Updated on: Nov 21, 2024

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