SV Atlas
← All companies
SmartAsset logo

SmartAsset

Marketplace connecting consumers to financial advisors

y-combinatorSummer 2012FintechMarketplace🇺🇸 Austin210 people
Michael Carvin

Michael Carvin · 1 founder

2021series-d
Team
210
current
Co-founders
1
current
Stage
series-d
Round
$110M
Source for series-d
Profile coverage5 of 8 · missing Signals, Customers, Stack / tools · last run 8/11/2026

About

SmartAsset is an online destination for consumer-focused financial information and advice. Reaching approximately 59 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Additionally, SmartAsset powers SmartAsset AMP, a national marketplace connecting consumers to financial advisors. Building on SmartAsset’s relationship with millions of investors, SmartAsset AMP connects financial advisors directly with prospects who meet their target client profile. Our algorithm matches consumers with up to three fiduciary financial advisors. In 2023, SmartAsset helped advisors close an estimated $34 billion.

Founder