Where is SmartAsset headquartered?

SmartAsset is located in New York, NY.

Who invested in SmartAsset?

SmartAsset has 13 investors including Geekdom Fund And Geekdom Fund.

When was the last funding round for SmartAsset?

SmartAsset closed its lastf unding roundon Jul 19, 2017 from a Convertible Note round.

Company Information
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smartasset.com

SmartAsset

SmartAsset is a New York-based fintech company that provides asset management, retirement planning and related financial advisory services for individuals and businesses.

Business Model: B2B

Revenue: $100M

Employees: 201-500

Geographic Data

Address: 122 East 42nd Street

City: New York

State: NY

Zip: 10168

Country: US

Financial Info

Stage:

series d

Raised Last:

$110M

Raised Total:

$161M

Social

Facebook

Twitter

Crunchbase

Metrics

5,991Website Global Rank

20,788,227Website Monthly Traffic

Twitter Followers

Description

SmartAsset is a New York-based fintech company that provides asset management, retirement planning and related financial advisory services for individuals and businesses.

Contact Phone:
+16463600802

Contact Email:

Investments

Announced Date	Company	Transaction	Money Raised

Funding Rounds

Announced Date	Transaction	Number of Investors	Money Raised	Lead Investors
8/2012	Seed Round	4	$900k	Y Combinator SV Angel Quotidian Ventures Peterson Ventures
2/2016	Equity		$3.8M	Javelin Venture Partners IA Capital Group
8/2021	Secondary Market	1	-	FJ Labs FJ Labs
3/2016	Venture Round		$3.8M
6/2018	Series C		$28M	Focus Financial Partners Javelin Venture Partners TTV Capital IA Capital Group Contour Venture Partners Citi Ventures
6/2021	Series D		$0	Andrew Vigneault CMFG Ventures Citi Ventures TTV Capital Sand Hill Angels North Bridge Venture Partners &a; Growth Equity Empede Capital Javelin Venture Partners New York Life Ventures Contour Venture Partners TTV Capital Red Hook Capital Andrew Vigneault CMFG Ventures Citi Ventures TTV Capital Sand Hill Angels North Bridge Venture Partners &a; Growth Equity Empede Capital Javelin Venture Partners New York Life Ventures Contour Venture Partners TTV Capital Red Hook Capital
10/2012	Seed Round	6	$1.5M	Javelin Venture Partners North Bridge Venture Partners &a; Growth Equity Quotidian Ventures Peterson Ventures Otter Rock Capital Brendan Wallace Javelin Venture Partners North Bridge Venture Partners &a; Growth Equity
6/2018	Series C	8	$28M	Focus Financial Partners TTV Capital Javelin Venture Partners IA Capital Group FJ Labs Fabrice Grinda Contour Venture Partners Citi Ventures Focus Financial Partners
3/2014	Series A	8	$5.2M	Javelin Venture Partners SV Angel Quotidian Ventures Peterson Ventures Otter Rock Capital Evolution VC Partners Denis Grosz Brendan Wallace Javelin Venture Partners
9/2016	Series B	8	$12M	IA Capital Group New York Life Insurance TTV Capital Transamerica Ventures Peterson Ventures Javelin Venture Partners Fitz Gate Ventures Contour Venture Partners IA Capital Group
6/2021	Series D	10	$110M	TTV Capital Javelin Venture Partners Contour Venture Partners Citi Ventures New York Life Ventures North Bridge Venture Partners CMFG Ventures Andrew Vigneault CMFG Ventures Citi Ventures TTV Capital Sand Hill Angels North Bridge Venture Partners &a; Growth Equity Empede Capital Javelin Venture Partners New York Life Ventures Contour Venture Partners TTV Capital

Acquisitions

Announced Date	Name	Price

Employee Demographics

Employee Departments

Employee States

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