Plus equity
Financial information and advice software
Open for applications
Financial information and advice software
201-500 employees
Open for applications
Plus equity
201-500 employees
SmartAsset's mission is to help people make smart financial decisions.
Desirable
Management of personal finance is typically a practice fraught with pitfalls and risks. Tools, information, and professional advice to help manage money have subsequently become invaluable resources to many Americans.
SmartAsset serves as a resource cache and marketplace connecting consumers with financial advisors. This focus on digital resources is proving savvy, as trends in the advisory profession indicate more consumers are turning online for support and professional help. SmartAsset's approach therefore allows it to reach more than 100 million people each month.
Smartasset has managed to modernize the process of locating clients for advisors - previously a slow and labor-intensive process - while also materially assisting its large number of low-income customers. This saw SmartAsset’s revenue grow by ten times over four years, and it seems is likely to capitalize on a growing number of US citizens looking to manage their financial planning digitally.
Freddie
Company Specialist at Welcome to the Jungle
Jun 2021
$110m
SERIES D
Jun 2018
$28m
SERIES C
Murray Hill, New York, NY
Michael Carvin
(CEO)Michael's expertise is in financial decision-making. In the pre-SmartAsset days, Michael worked in private equity. He spent his time using financial models to help companies understand how to make better decisions.
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