SmartAsset Stock

smartasset.comFinTechFounded: 2012Funding to Date: $161.19MM

SmartAsset is a fintech company offering products designed to help people make smart financial decisions, as well as an independent client acquisition platform for financial advisors in America.

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SmartAsset investors also invested in these private companies

Team

Management Team

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 Members

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

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News

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