SmartAsset
PrivateLast Round
Series D
Jun 24, 2021
Est. Valuation
$1B
Total Funding Raised
$157.6M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
SmartAsset operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series D round in June 2021.
SmartAsset is a financial technology company that provides a platform to connect consumers with financial advisors and products, offering tools for financial modeling, decision-making, and personalized educational content to help users make informed personal finance choices related to home buying, retirement, and taxes.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Digital Advertising, Marketing
Business Model
B2B2C
Customer Profile
Subscription SaaS, Marketplace Commission, Data as a Service
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
SmartAsset Comparables
Compare SmartAsset with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Red Ventures | 82% | |
| Zoe Financial | 80% | |
| Respond.com Inc. | 79% |
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SmartAsset Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Jun 24, 2021 | ||||
| Series C | Jun 20, 2018 | ||||
| Series B | Sep 8, 2016 | ||||
| Series A | Mar 25, 2014 | ||||
| Seed | Oct 30, 2012 | ||||
Seed | Aug 15, 2012 |
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Key People
Founding team and executive leadership
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SmartAsset Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| SV Angel | Series A |
| Otter Rock Capital | Series A |
| Citi Ventures | Series D, Series C |
| New York Life Insurance Company | Series B |
| Contour Venture Partners | Series B, Series D, Series C |
| Transamerica Ventures | Series B |
| CMFG Ventures | Series D |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 26, 2026
Ranks on Y Combinator's list of Top 100 Companies.
- Apr 28, 2026
Added Optimumfirst, a financial services/mortgage SMB, as a customer.
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Recent news
Latest coverage and updates
- identified_as_competitor_ofOct 17, 2026
SmartAsset Advisors, LLC competes with WiserAdvisor.com in lead generation for financial advisers, with SmartAsset Advisors, LLC generally offering more lead volume and WiserAdvisor.com emphasizing tighter filters and a more controlled referral flow.
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SmartAsset Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about SmartAsset's valuation, stock price, and market status.
Is SmartAsset a public or private company?
SmartAsset is a private company.
What is the current stock price of SmartAsset?
SmartAsset is a private company, so its shares have no public market price. Caplight tracks SmartAsset's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is SmartAsset worth (valuation)?
SmartAsset's valuation is estimated at $1.0B based on funding round data.
Can I buy SmartAsset stock?
SmartAsset shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was SmartAsset's last funding round?
SmartAsset's most recent funding round was Series D on June 24, 2021.
Who are the main investors in SmartAsset?
Key investors in SmartAsset include TTV Capital, Javelin Venture Partners, Twin Towers Ventures, IA Capital Group, Focus Financial Partners.
Will SmartAsset IPO soon?
No public IPO plans have been announced for SmartAsset.
How can I track SmartAsset secondary market activity?
Caplight tracks bids, offers, and trades in SmartAsset's shares on secondary markets.