SmartAsset also operates SmartAdvisor, a digital platform that connects consumers with financial advisors.[3]
History
SmartAsset launched in July 2012 by CEO Michael Carvin and CTO Philip Camilleri as a Y Combinator startup company.[4] The company's product offering initially revolved around home buying. It expanded to include tools, financial calculators and articles about personal finance topics, including taxes, retirement, banking and investing.[3][5]
The company launched a platform called Captivate that enables financial publishers to host its tools on their own online content in 2015.[6][7]
In 2018, SmartAsset launched SmartAdvisor, a lead generation platform that connects consumers with financial advisors.[8]
SmartAsset raised more than $161 million across funding rounds, including $110 million in a 2021 Series D round. The round valued the company at over $1 billion, making it a unicorn.[14] Investors include Y Combinator, Focus Financial Partners, SV Angel, Brendan F. Wallace, Quotidian Ventures, IA Capital Group and others.[15][2]
