SmartAsset Stock

FinTech

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Founded: 2012Funding to Date: $161M

SmartAsset has developed a financial advisory platform that aims to link consumers with financial advisors and relevant financial products. The platform provided by the company includes financial modeling, a decision engine, and optimization tools, along with educational content and customized calculators. This allows users to make informed and confident decisions about personal finance matters such as home buying, retirement planning, and tax issues.

Investors Include:

SWS Venture Capital, Denis Grosz, Fitz Gate Ventures, Sand Hill Angels, TruStage Ventures, New York Life Ventures, TTV Capital, Ric Fulop, Focus Financial Partners, Brendan Wallace, Evolution VC Partners, Citi Ventures, SV Angel, North Bridge Venture Partners, FJ Labs, PROOF, IA Capital Group, Gray Ventures, Y Combinator, Peterson Partners, Andrew Vigneault, Otter Rock Capital, Quotidian Ventures, Javelin Venture Partners, Flexcap Ventures.

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