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SmartAsset
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<h2 id="history">History</h2> <p>SmartAsset launched in July 2012 by CEO Michael Carvin and CTO Philip Camilleri as a <a href="/facts/Y_Combinator_(company)/LR8YYHFs">Y Combinator</a> startup company.<a class="footnote-ref" id="fnref:8" href="#fn:8"><sup>8</sup></a> 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.<a class="footnote-ref" id="fnref:9" href="#fn:9"><sup>9</sup></a> </p><p>They have provided research studies featuring <a href="/facts/Data_analysis/CNtARxLW">data analysis</a> on topics like best cities for women in tech<a class="footnote-ref" id="fnref:10" href="#fn:10"><sup>10</sup></a> and most affordable places to live.<a class="footnote-ref" id="fnref:11" href="#fn:11"><sup>11</sup></a> </p><p>The company launched a platform called Captivate that enables financial publishers to host its tools on their own online content in 2015.<a class="footnote-ref" id="fnref:12" href="#fn:12"><sup>12</sup></a><a class="footnote-ref" id="fnref:13" href="#fn:13"><sup>13</sup></a> </p><p>In 2018, SmartAsset launched SmartAdvisor, a <a href="/facts/Lead_generation/hm4D8MqP">lead generation</a> platform that connects consumers with financial advisors.<a class="footnote-ref" id="fnref:14" href="#fn:14"><sup>14</sup></a> </p> <h2 id="investment-and-finances">Investment and finances</h2> <p>SmartAsset raised more than $161 million across funding rounds, including $110 million in a 2021 Series D round. The round valued the company at over $1 billion, making it a <a href="/facts/Unicorn_(finance)/D4mwfMqy">unicorn</a>.<a class="footnote-ref" id="fnref:15" href="#fn:15"><sup>15</sup></a> Investors include Y Combinator, <a href="/facts/Focus_Financial_Partners/oB2kHcGt">Focus Financial Partners</a>, <a href="/facts/SV_Angel/Ngp2hqMU">SV Angel</a>, <a href="/facts/Brendan_F._Wallace/236eLLJl">Brendan F. Wallace</a>, Quotidian Ventures, IA Capital Group and others.<a class="footnote-ref" id="fnref:16" href="#fn:16"><sup>16</sup></a><a class="footnote-ref" id="fnref:17" href="#fn:17"><sup>17</sup></a> </p> <h2 id="awards">Awards</h2> <ul><li>The <a href="/facts/Webby_Awards/7cLvvlAR">Webby Awards</a> Runner-up 2013<a class="footnote-ref" id="fnref:18" href="#fn:18"><sup>18</sup></a></li> <li>The Webby Awards Honoree 2014<a class="footnote-ref" id="fnref:19" href="#fn:19"><sup>19</sup></a></li></ul> <h2 id="external-links">External links</h2> <ul><li><a href="https://smartasset.com/">Official website</a></li></ul> <h2 id="references">References</h2> <ol> <li id="fn:1"><p>Karnie, Annie. "A Tech Migration Downtown". crainsnewyork.com. Crain’s New York Business. Retrieved 17 February 2013. <a href="http://www.crainsnewyork.com/article/20130217/TECHNOLOGY/302179975" target="_blank">http://www.crainsnewyork.com/article/20130217/TECHNOLOGY/302179975</a> <a href="#fnref:1" class="footnote-back-ref">↩</a></p></li> <li id="fn:2"><p>Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". techcrunch.com. TechCrunch. Retrieved 15 August 2012. <a href="https://techcrunch.com/2012/08/15/smartasset-seed-funding/" target="_blank">https://techcrunch.com/2012/08/15/smartasset-seed-funding/</a> <a href="#fnref:2" class="footnote-back-ref">↩</a></p></li> <li id="fn:3"><p>Ha, Anthony (June 19, 2018). "Personal finance startup SmartAsset raises $28M". TechCrunch. Retrieved March 19, 2021. <a href="https://techcrunch.com/2018/06/19/smartasset-series-c/" target="_blank">https://techcrunch.com/2018/06/19/smartasset-series-c/</a> <a href="#fnref:3" class="footnote-back-ref">↩</a></p></li> <li id="fn:4"><p>Hogan, Mike. "Online Financial Calculators From BankRate, SmartAsset". online.barrons.com/. Barron's. Retrieved 14 October 2013. <a href="http://online.barrons.com/news/articles/SB50001424053111903891504579130522479065770?mod=BOL_hpp_oe" target="_blank">http://online.barrons.com/news/articles/SB50001424053111903891504579130522479065770?mod=BOL_hpp_oe</a> <a href="#fnref:4" class="footnote-back-ref">↩</a></p></li> <li id="fn:5"><p>Colao, J.J. "Buying A Home? Get Your Finances Straight With SmartAsset". Forbes. Retrieved 8 November 2012. <a href="https://www.forbes.com/sites/jjcolao/2012/11/08/buying-a-home-get-your-finances-straight-with-smartasset/" target="_blank">https://www.forbes.com/sites/jjcolao/2012/11/08/buying-a-home-get-your-finances-straight-with-smartasset/</a> <a href="#fnref:5" class="footnote-back-ref">↩</a></p></li> <li id="fn:6"><p>"SmartAsset.com Advertiser Disclosure". <a href="https://smartasset.com/advertiser-disclosure" target="_blank">https://smartasset.com/advertiser-disclosure</a> <a href="#fnref:6" class="footnote-back-ref">↩</a></p></li> <li id="fn:7"><p>Ha, Anthony (June 19, 2018). "Personal finance startup SmartAsset raises $28M". TechCrunch. Retrieved March 19, 2021. <a href="https://techcrunch.com/2018/06/19/smartasset-series-c/" target="_blank">https://techcrunch.com/2018/06/19/smartasset-series-c/</a> <a href="#fnref:7" class="footnote-back-ref">↩</a></p></li> <li id="fn:8"><p>Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". techcrunch.com. TechCrunch. Retrieved 15 August 2012. <a href="https://techcrunch.com/2012/08/15/smartasset-seed-funding/" target="_blank">https://techcrunch.com/2012/08/15/smartasset-seed-funding/</a> <a href="#fnref:8" class="footnote-back-ref">↩</a></p></li> <li id="fn:9"><p>Ha, Anthony (June 19, 2018). "Personal finance startup SmartAsset raises $28M". TechCrunch. Retrieved March 19, 2021. <a href="https://techcrunch.com/2018/06/19/smartasset-series-c/" target="_blank">https://techcrunch.com/2018/06/19/smartasset-series-c/</a> <a href="#fnref:9" class="footnote-back-ref">↩</a></p></li> <li id="fn:10"><p>Dishman, Lydia. "These Are The Best Cities For Women In Tech". fastcompany.com. Fast Company. Retrieved 24 February 2016. <a href="http://www.fastcompany.com/3057071/the-future-of-work/these-are-the-best-cities-for-women-in-tech" target="_blank">http://www.fastcompany.com/3057071/the-future-of-work/these-are-the-best-cities-for-women-in-tech</a> <a href="#fnref:10" class="footnote-back-ref">↩</a></p></li> <li id="fn:11"><p>Casey, Michael. "If you want an affordable home, head to these states". CBS News. Retrieved 13 January 2015. <a href="http://www.cbsnews.com/news/if-you-want-an-affordable-home-head-to-texas-or-pennsylvania/" target="_blank">http://www.cbsnews.com/news/if-you-want-an-affordable-home-head-to-texas-or-pennsylvania/</a> <a href="#fnref:11" class="footnote-back-ref">↩</a></p></li> <li id="fn:12"><p>"SmartAsset Raises Another $28M To Empower You to Manage Your Personal Finances Like Never Before". AlleyWatch. July 11, 2018. Retrieved March 19, 2021. <a href="https://www.alleywatch.com/2018/07/this-nyc-startup-just-raised-28m-to-empower-you-to-manage-your-personal-finances-like-never-before/" target="_blank">https://www.alleywatch.com/2018/07/this-nyc-startup-just-raised-28m-to-empower-you-to-manage-your-personal-finances-like-never-before/</a> <a href="#fnref:12" class="footnote-back-ref">↩</a></p></li> <li id="fn:13"><p>Breen, Oisin (June 8, 2020). "How SmartAsset is purging the stupid factor from robo-to-RIA referrals so it can triple prices, quadruple its closing rate and satisfy its VCs' biological clocks". RIABiz. Retrieved March 19, 2021. <a href="https://riabiz.com/a/2020/6/8/how-smartasset-is-purging-the-stupid-factor-from-robo-to-ria-referrals-so-it-can-triple-prices-quadruple-its-closing-rate-and-satisfy-its-vcs-biological-clocks" target="_blank">https://riabiz.com/a/2020/6/8/how-smartasset-is-purging-the-stupid-factor-from-robo-to-ria-referrals-so-it-can-triple-prices-quadruple-its-closing-rate-and-satisfy-its-vcs-biological-clocks</a> <a href="#fnref:13" class="footnote-back-ref">↩</a></p></li> <li id="fn:14"><p>Thrasher, Michael (May 29, 2020). "Why Lead Generator SmartAsset Just Became an RIA". RIAIntel. Retrieved March 21, 2021. <a href="https://www.riaintel.com/article/b1lv5vl9vhvqyr/why-lead-generator-smartasset-just-became-an-ria" target="_blank">https://www.riaintel.com/article/b1lv5vl9vhvqyr/why-lead-generator-smartasset-just-became-an-ria</a> <a href="#fnref:14" class="footnote-back-ref">↩</a></p></li> <li id="fn:15"><p>Mascarenhas, Mary Ann Azevedo and Natasha (2021-06-24). "SmartAsset rethinks financial advisory, and becomes a unicorn in the process". TechCrunch. Retrieved 2023-08-07. <a href="https://techcrunch.com/2021/06/24/smartasset-rethinks-financial-advisory-and-becomes-a-unicorn-in-the-process/" target="_blank">https://techcrunch.com/2021/06/24/smartasset-rethinks-financial-advisory-and-becomes-a-unicorn-in-the-process/</a> <a href="#fnref:15" class="footnote-back-ref">↩</a></p></li> <li id="fn:16"><p>Grant, Rebecca. "Funding Daily: 'Tis almost the witching hour". venturebeat.com. VentureBeat. Retrieved 30 October 2012. <a href="https://venturebeat.com/2012/10/30/funding-daily-a-cocktail-in-the-morning/" target="_blank">https://venturebeat.com/2012/10/30/funding-daily-a-cocktail-in-the-morning/</a> <a href="#fnref:16" class="footnote-back-ref">↩</a></p></li> <li id="fn:17"><p>Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". techcrunch.com. TechCrunch. Retrieved 15 August 2012. <a href="https://techcrunch.com/2012/08/15/smartasset-seed-funding/" target="_blank">https://techcrunch.com/2012/08/15/smartasset-seed-funding/</a> <a href="#fnref:17" class="footnote-back-ref">↩</a></p></li> <li id="fn:18"><p>Ryan, Philip. "PayPal, Mint.com, American Express and PNC Bank Nominated for Webby Awards". bankinnovation.net. Retrieved 25 April 2013. <a href="http://bankinnovation.net/2013/04/paypal-mint-com-american-express-and-pnc-bank-nominated-for-webby-awards/" target="_blank">http://bankinnovation.net/2013/04/paypal-mint-com-american-express-and-pnc-bank-nominated-for-webby-awards/</a> <a href="#fnref:18" class="footnote-back-ref">↩</a></p></li> <li id="fn:19"><p>"2014 Webby Awards". webbyawards.com. Retrieved 19 May 2014. <a href="http://www.webbyawards.com/winners/2014/" target="_blank">http://www.webbyawards.com/winners/2014/</a> <a href="#fnref:19" class="footnote-back-ref">↩</a></p></li> </ol>