SmartAsset

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smartasset.com/

Location

Headquarters: New York, New York, United States, North America

Region: New York

Country: US

Continent: North America

About

SmartAsset provides free, interactive financial tools and educational resources to help people make informed money decisions. The company covers home buying, refinancing, retirement, taxes, investing, and personal lending with calculators and guides, primarily serving users in the United States. It also operates a fiduciary financial advisor matching platform that connects users with registered advisers, while clarifying that it does not manage funds or provide investment advice. SmartAsset aggregates financial content and resources under the SmartReads brand and related advisory offerings.

SmartAsset provides free interactive financial tools and educational resources to help consumers make informed money decisions. The company operates a fiduciary financial advisor matching platform that connects users with registered advisers. It primarily serves users in the United States across categories such as home buying, retirement, taxes, and investing.

Legal Name:

Financial Insight Technology Inc.

Founded:

2011

Company Type:

for_profit

Operating Status:

active

Industries

Primary Industry: Business Services

Advertising & MarketingData Collection & Internet Portals

Funding & Financials

Funding Stage:

secondary_market

Total Funding:

159900000

Revenue:

50m-100m

IPO Status:

private

Investors

FJ LabsAndrew VigneaultTruStage VenturesCiti VenturesTTV CapitalSand Hill AngelsNorth Bridge Venture Partners & Growth EquityEmpede CapitalJavelin Venture PartnersNew York Life Ventures

Founders

Michael Carvin

Philip Camilleri

Leadership

Michael Carvin — Founder and CEO

Mihir Apte — VP Business Development

Aniket Gune — Chief Product Officer

Suzanne McNamee — SVP Sales

Dave Frisone — Chief Revenue Officer

Tom Malloy — SVP, Finance & Operations

George Davies — VP Data Engineering

Mark LoCastro — Director of Public Relations

Jed Katz — board_member

Denis Grosz — advisor

Mark Johnson — board_member

Thomas Evans — board_member

Eric Amar — board_observer

Luis Valdich — board_observer

Andy Lerner — board_member

Technology Stack

SSL by DefaultDNSSECCloudflare CDNIPv6Google CloudCrUX Top 50mIIS 10ASP.NETIISGoogle

Products

SmartAdvisor: A marketplace service that connects consumers with vetted fiduciary financial advisors based on a matching quiz and user preferences.

Financial Calculators and Tools: A suite of online calculators and tools to assist users in making financial decisions related to retirement, homebuying, taxes, and banking.

Financial Advisor Client Acquisition Service: A service for financial advisors to receive validated client referrals and automated marketing campaigns targeting specific asset tiers and geographies.

Financial Advice Content and Guides: A collection of articles and guides covering topics such as retirement planning, taxes, homebuying, banking, and financial advisor selection.

Financial Product Comparison Tools: Online comparison tools that help users evaluate mortgage rates, brokerage accounts, savings accounts, and credit cards.