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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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

SmartAsset’s stock FAQs


Can you buy SmartAsset’s stock?

SmartAsset is not publicly traded on NYSE or NASDAQ in the U.S. To buy SmartAsset’s stock you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.

Can you sell SmartAsset’s stock?

Yes, you can sell stock of a private company like SmartAsset. Forge can help you sell your SmartAsset stock in a way that works for you and the company. So if you are seeking liquidity, register with us today to get started.

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’s 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.

News Highlights

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
Updated on: Jun 21, 2024


Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.