SmartAsset Stock

smartasset.comFinTechFounded: 2012Funding to Date: $172.84MM

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.

Enterprise Value (based on primary financings)

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Team

Management Team

Michael Carvin
Co-Founder, Board Member & Chief Executive Officer
Philip Camilleri
Co-Founder & Chief Technology Officer
AJ Smith
Vice President, Content Strategy, Financial Education & Managing Editor
John Sorrell
Executive
Kevin Bruccoleri
Full Stack Engineer
Suzanne McNamee
Senior Vice President, Sales
Mihir Apte
Vice President, Business Development
Andrew Mirsky
Vice President, Engineering
Brian Bourque
Vice President, Marketing

Board Members

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

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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