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→‎History: Adding RIAIntel ref + SmartAdvisor launch
→‎Investment and Finances: Adding series C and Focus investment. Would love a c/e on this paragraph. Don't know best practices for listing funders.
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== Investment and Finances ==
== Investment and Finances ==
SmartAsset has raised $22.5 million in funding. Investors include Y Combinator, Javelin Venture Partners, North Bridge Venture Partners, Denis Grosz, [[SV Angel]], Brendan Wallace, Quotidian Ventures, IA Capital Group and others.<ref>{{cite web|last1=Grant|first1=Rebecca|title=Funding Daily: 'Tis almost the witching hour|url=https://venturebeat.com/2012/10/30/funding-daily-a-cocktail-in-the-morning/|website=venturebeat.com|publisher=VentureBeat|access-date=30 October 2012|ref=6}}</ref><ref>{{cite web|last1=Ruth|first1=João-Pierre S.|title=SmartAsset Gets $5.2M to Deliver Answers to Financial Questions|url=http://www.xconomy.com/new-york/2014/03/26/smartasset-gets-5-2m-to-deliver-answers-to-financial-questions/|website=xconomy.com|publisher=Xconomy|access-date=26 March 2014|ref=7}}</ref>
SmartAsset raised more than $51 million across funding rounds, including $28 million in a 2018 Series C round. Investors include Y Combinator, [[Focus Financial Partners]], Javelin Venture Partners, North Bridge Venture Partners, Denis Grosz, [[SV Angel]], Brendan Wallace, Quotidian Ventures, IA Capital Group and others.<ref>{{cite web|last1=Grant|first1=Rebecca|title=Funding Daily: 'Tis almost the witching hour|url=https://venturebeat.com/2012/10/30/funding-daily-a-cocktail-in-the-morning/|website=venturebeat.com|publisher=VentureBeat|access-date=30 October 2012|ref=6}}</ref><ref>{{cite web|last1=Ruth|first1=João-Pierre S.|title=SmartAsset Gets $5.2M to Deliver Answers to Financial Questions|url=http://www.xconomy.com/new-york/2014/03/26/smartasset-gets-5-2m-to-deliver-answers-to-financial-questions/|website=xconomy.com|publisher=Xconomy|access-date=26 March 2014|ref=7}}</ref><ref>{{Cite web|last=Ha|first=Anthony|date=June 19, 2018|title=Personal finance startup SmartAsset raises $28M|url=https://social.techcrunch.com/2018/06/19/smartasset-series-c/|url-status=live|access-date=March 21, 2018|website=TechCrunch|language=en-US}}</ref>


== Events ==
== Events ==

Revision as of 18:07, 21 March 2021

SmartAsset
Company typePrivately Held Company
Industryfintech
personal finance Edit this on Wikidata
FounderMichael Carvin (CEO), Philip Camilleri (CTO)
Headquarters
New York, NY
Websitehttps://smartasset.com

SmartAsset financial technology technology company, founded in July 2012 by Michael Carvin and Phillip Camilleri and headquartered in New York, New York.[1][2] The company publishes articles, guides, reviews, calculators and tools to help people make decisions about personal finance.[3][4][5]

SmartAsset also operates SmartAdvisor, a digital platform that connects consumers with financial advisors.[3]

History

SmartAsset launched in July 2012 by CEO Michael Carvin and CTO Philip Camilleri as a Y Combinator startup company.[6] The company's product offering initially revolved around home buying. It expanded to include tools, financial calculators and articles about personal finance topics like taxes, retirement, banking and investing.[3]

They have provided research studies featuring data analysis on topics like best cities for women in tech[7] and most affordable places to live.[8]

The company launched a platform called Captivate that enables financial publishers to host its tools on their own online content in 2015.[9][10]

In 2018, SmartAsset launched SmartAdvisor, a lead generation platform that connects consumers with financial advisors.[11]

Investment and Finances

SmartAsset raised more than $51 million across funding rounds, including $28 million in a 2018 Series C round. Investors include Y Combinator, Focus Financial Partners, Javelin Venture Partners, North Bridge Venture Partners, Denis Grosz, SV Angel, Brendan Wallace, Quotidian Ventures, IA Capital Group and others.[12][13][14]

Events

SmartAsset launched a free mobile application[15] available for iPhone and Android in April 2014 at Finovate.[16]

Awards

References

  1. ^ Karnie, Annie. "A Tech Migration Downtown". crainsnewyork.com. Crain’s New York Business. Retrieved 17 February 2013.
  2. ^ Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". techcrunch.com. TechCrunch. Retrieved 15 August 2012.
  3. ^ a b c Ha, Anthony (June 19, 2018). "Personal finance startup SmartAsset raises $28M". TechCrunch. Retrieved March 19, 2021.{{cite web}}: CS1 maint: url-status (link)
  4. ^ Hogan, Mike. "Online Financial Calculators From BankRate, SmartAsset". online.barrons.com/. Barron's. Retrieved 14 October 2013.
  5. ^ Colao, J.J. "Buying A Home? Get Your Finances Straight With SmartAsset". Forbes. Retrieved 8 November 2012.
  6. ^ Ha, Anthony. "Y Combinator-Backed Financial Decision Making Startup SmartAsset Raises $900K". techcrunch.com. TechCrunch. Retrieved 15 August 2012.
  7. ^ Dishman, Lydia. "These Are The Best Cities For Women In Tech". fastcompany.com. Fast Company. Retrieved 24 February 2016.
  8. ^ Casey, Michael. "If you want an affordable home, head to these states". CBS News. Retrieved 13 January 2015.
  9. ^ "SmartAsset Raises Another $28M To Empower You to Manage Your Personal Finances Like Never Before". AlleyWatch. July 11, 2018. Retrieved March 19, 2021.{{cite web}}: CS1 maint: url-status (link)
  10. ^ 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.{{cite web}}: CS1 maint: url-status (link)
  11. ^ Thrasher, Michael (May 29, 2020). "Why Lead Generator SmartAsset Just Became an RIA". RIAIntel. Retrieved March 21, 2021.{{cite web}}: CS1 maint: url-status (link)
  12. ^ Grant, Rebecca. "Funding Daily: 'Tis almost the witching hour". venturebeat.com. VentureBeat. Retrieved 30 October 2012.
  13. ^ Ruth, João-Pierre S. "SmartAsset Gets $5.2M to Deliver Answers to Financial Questions". xconomy.com. Xconomy. Retrieved 26 March 2014.
  14. ^ Ha, Anthony (June 19, 2018). "Personal finance startup SmartAsset raises $28M". TechCrunch. Retrieved March 21, 2018.{{cite web}}: CS1 maint: url-status (link)
  15. ^ Sorokanich, Robert. "Our Favorite Android, iOS, and Windows Phone Apps of the Week". gizmodo.com. Gizmodo. Retrieved 2 May 2014.
  16. ^ McGarvey, Robert. "5 Things You Missed at Finovate". cutimes.com/. Credit Union Times. Retrieved 2 May 2014.
  17. ^ Ryan, Philip. "PayPal, Mint.com, American Express and PNC Bank Nominated for Webby Awards". bankinnovation.net. Retrieved 25 April 2013.
  18. ^ "2014 Webby Awards". webbyawards.com. Retrieved 19 May 2014.
  19. ^ "Take the HELM 1.0 Winners". takethehelmnyc.com. Take the HELM NYC. Retrieved 19 May 2014.
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