SmartAsset

financial technology Fintech, a portmanteau of "financial technology", refers to firms using new technology to compete with traditional financial methods in the delivery of financial services. Artificial intelligence, blockchain, cloud computing, and big data are ...

company, founded in July 2012 by Michael Carvin and Phillip Camilleri and headquartered in

New York New York most commonly refers to: * New York City, the most populous city in the United States, located in the state of New York * New York (state), a state in the northeastern United States New York may also refer to: Film and television * '' ...

. The company publishes articles, guides, reviews, calculators and tools to help people make decisions about

personal finance Personal finance is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events. When planning personal fi ...

. SmartAsset also operates SmartAdvisor, a digital platform that connects consumers with financial advisors.

History

SmartAsset launched in July 2012 by CEO Michael Carvin and CTO Philip Camilleri as a

Y Combinator Y Combinator (YC) is an American technology startup accelerator launched in March 2005. It has been used to launch more than 3,000 companies, including Airbnb, Coinbase, Cruise, DoorDash, Dropbox, Instacart, Quora, PagerDuty, Reddit, Str ...

startup company. 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. They have provided research studies featuring

data analysis Data analysis is a process of inspecting, cleansing, transforming, and modeling data with the goal of discovering useful information, informing conclusions, and supporting decision-making. Data analysis has multiple facets and approaches, enco ...

on topics like best cities for women in tech and most affordable places to live. The company launched a platform called Captivate that enables financial publishers to host its tools on their own online content in 2015. In 2018, SmartAsset launched SmartAdvisor, a

lead generation In marketing, lead generation () is the initiation of consumer interest or enquiry into products or services of a business. A lead is the contact information and, in some cases, demographic information of a customer who is interested in a spec ...

platform that connects consumers with financial advisors.

Investment and Finances

SmartAsset raised more than $161 million across funding rounds, including $110 million in a 2021 Series D round. Investors include Y Combinator, Focus Financial Partners, Javelin Venture Partners, North Bridge Venture Partners, Denis Grosz, SV Angel, Brendan F. Wallace, Quotidian Ventures, IA Capital Group and others.

Awards

*The

Webby Awards The Webby Awards are awards for excellence on the Internet presented annually by the International Academy of Digital Arts and Sciences, a judging body composed of over two thousand industry experts and technology innovators. Categories include ...

Runner-up 2013 *The Webby Awards Honoree 2014

References

External links

*{{Official website, https://smartasset.com/ 2012 establishments in New York (state) Companies based in New York City Financial technology companies Technology companies established in 2012 Y Combinator companies