Invest and Sell SmartAsset Stock

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

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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	Citi Ventures, Cmfg Ventures, Contour Venture Partners, Javelin Venture Partners, New York Life Ventures, North Bridge Venture Partners, Ttv Capital
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 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Citi Ventures, Cmfg Ventures, Contour Venture Partners, Javelin Venture Partners, New York Life Ventures, North Bridge Venture Partners, Ttv Capital
	06/20/2018	Series C	$26MM	$xx.xx	$116.59MM	Citi Ventures, Focus Financial Partners, Ia Capital, Javelin Venture Partners, Ttv Capital
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 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Citi Ventures, Focus Financial Partners, Ia Capital, Javelin Venture Partners, Ttv Capital
	06/20/2018	Series C-1	$2MM	$xx.xx	$116.59MM	Citi Ventures, Focus Financial Partners, Ia Capital, Javelin Venture Partners, Ttv Capital
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 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Citi Ventures, Focus Financial Partners, Ia Capital, Javelin Venture Partners, Ttv Capital
	09/08/2016	Series B	$12.08MM	$xx.xx	$63.94MM	Contour Venture Partners, Fitz Gate Ventures, Ia Capital, Javelin Venture Partners, New York Life Ventures, Transamerica Ventures, Ttv Capital
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 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Contour Venture Partners, Fitz Gate Ventures, Ia Capital, Javelin Venture Partners, New York Life Ventures, Transamerica Ventures, Ttv Capital
	05/25/2014	Series A	$5.14MM	$xx.xx	$19.71MM	Javelin Venture Partners, Otter Rock Capital, Quotidian Ventures, Sv Angel
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 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Javelin Venture Partners, Otter Rock Capital, Quotidian Ventures, Sv Angel
	10/30/2012	Series Seed	$2.61MM	$xx.xx	$8.71MM	Brendan Wallace, Javelin Venture Partners, North Bridge Venture Partners, Peterson Ventures, Quotidian Ventures, Y Combinator
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 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Brendan Wallace, Javelin Venture Partners, North Bridge Venture Partners, Peterson Ventures, Quotidian Ventures, Y Combinator

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SmartAsset stock FAQs

To buy and sell SmartAsset stock

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.

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.)

Create a free account to access Forge’s marketplace.
Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
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.

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.

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.

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.
Indicate your interest to sell your SmartAsset on our platform.
Work with your dedicated Private Market Specialist who’ll help guide you through every step of the transaction.

To learn more about SmartAsset stock

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.

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.

What is SmartAsset’s stock ticker symbol?

SmartAsset does not have an official ticker symbol because this company is not currently publicly traded.

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.

Leadership and 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 news and media highlights

RIABiz 03/18/2024

SmartAsset bars new RIA clients from buying referral milk without renting the whole lead-generating cow for $25K a year -- a smart move, analysts say

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.

PR Newswire 03/05/2024

Introducing SmartAsset AMP, the Advisor Marketing Platform Helping Advisors Acquire New Clients And Grow Their Business

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.

FinSMEs 06/27/2021

SmartAsset Raises $110M in Series D Funding; Valued at Over $1 Billion

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

Other companies like SmartAsset in the Personal Finance sector

Sector: Fintech

Subsector: Personal Finance

					Last Funding Round
Company		Forge Price	Forge Price Change ⁵	Last Closed Trade	Share Class	Post-Money Valuation	Price per Share	Amount Raised
	Acorns	$4.29	-3.60%	$xx.xx	Series G-F	$2.72B	$xx.xx	$180.91MM
	Aspiration	--	--	$xx.xx	Series C-5	$3.13B	$xx.xx	$156MM
	Aven	--	--	$xx.xx	Series D-1	$1.02B	$xx.xx	$135.52MM
	Betterment	--	--	$xx.xx	Series F	$1.28B	$xx.xx	$60MM
	Cleo	--	--	$xx.xx	--	--	--	--
	Greenlight	$15.76	-0.38%	$xx.xx	Series D	$2.31B	$xx.xx	$260MM
	M1 Finance	--	--	$xx.xx	Series E	$1.42B	$xx.xx	$150MM
	Revolut	$770.00	+72.57%	$xx.xx	Series E	--	--	--
	Stash	--	--	$xx.xx	Series H-1	$419.98MM	$xx.xx	$55.8MM
	TradeAlgo	--	--	$xx.xx	--	--	--	--

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Updated on: Feb 13, 2025

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SmartAsset stock