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Secondary marketplace / Trade private companies / Buy and sell SmartAsset stock
SmartAsset

SmartAsset stock

$1.06B
Series D Valuation, Jun 2021
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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
Access Stock Price

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
Access Stock Price
Company details
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.
smartasset.com
Sector
Fintech
Subsector
Personal Finance
Founded
2012
Headquarters
New York, NY, United States
Post-Money Valuation 3
$1.06B
Total Funding
$161.19MM
LFR Price per Share
$xx.xx
Last Funding Share Class
Series D

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.)

  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.
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.

  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.
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.

SmartAsset investors also invested in these private companies

Citi Ventures
Netskope, Harness, Cribl, Tanium, Ramp, Cart.com, Wish, iCapital Network, Deepgram
Evolution Vc Partners
Kraken, Intercom, Axiom Space, EquipmentShare, Greenlight, Varo, JUUL, DailyPay, Eko Health
Flexcap
Clearview AI
Ia Capital Group
Credit Sesame, Marqeta, Matic Insurance
Peterson Partners
Breeze Airways, Cotopaxi, Spiff
Sv Angel
Anduril, Stripe, Replit, The Farmer's Dog, Kalshi, StockX, Headspace, Airbnb, Flock Safety, Function Health

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
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
AcornsAcorns$4.29-3.60%$xx.xxSeries G-F$2.72B$xx.xx$180.91MM
Credit SesameCredit Sesame----$xx.xxSeries G$824.44MM$xx.xx$60.18MM
Facet WealthFacet Wealth----$xx.xxSeries D$269.84MM$xx.xx$38.22MM
FreeWillFreeWill----$xx.xxSeries B$323.64MM$xx.xx$30MM
GreenlightGreenlight$15.76-0.38%$xx.xxSeries D$2.31B$xx.xx$260MM
Monarch MoneyMonarch Money----$xx.xxSeries B-1$850MM$xx.xx$74.81MM
RevolutRevolut$850.00+10.39%$xx.xxSeries E------
Savvy WealthSavvy Wealth----$xx.xx--------
StashStash----$xx.xxSeries H-1$372.83MM$xx.xx$55.8MM
TradeAlgoTradeAlgo----$xx.xx--------
See All Companies

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Updated on: Jul 9, 2025

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