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SmartAsset Advisors LLC

Financial Software · New York, United States · 253 Employees

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About

Headquarters

122 E 42nd St Rm 4300, New York City, New York,...

Phone Number

(800) 592-5379

Revenue

$53.1 Million

Industry

Software Development & Design Software

Most Recent Scoops

Jun 12 2024
Hiring Plans
Apr 15 2024
Open Position
See all scoops

Highlights

$158.3M

Total Funding Amount

$110M

Most Recent Funding Amount

6

Number of Funding Rounds

Who is SmartAsset Advisors LLC

Founded in 2010, SmartAsset offers free and personalized tools to empower customers to make smart personal finance decisions around homebuying, ret irement, taxes and more.Read more

SmartAsset Advisors LLC's Social MediaPopular SearchesSmartAssetSmartAsset Advisors LLCSmart Assets LLCSmart AssetSmart Asset Management IncSIC Code 73,737NAICS Code 51,516Show more

SmartAsset Advisors LLC Org Chart

Michael Carvin
Michael Carvin

Chief Executive Officer & Founder

PhoneEmail
Peter Silvio
Peter Silvio

Chief Technology Officer

PhoneEmail
Meghan Lapides
Meghan Lapides

Chief People Officer

PhoneEmail

PhoneEmail

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Illustration of an envelope

Products Owned by SmartAsset Advisors LLC

SmartAsset Captivate

See more technologies

SmartAsset Advisors LLC Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateJun 24, 2021
RoundSeries D
Amount$110M
InvestorsContour Venture Partners, Javelin Venture Partners, TTV Capital
Funding DateJun 20, 2018
RoundSeries C
Amount$28M
InvestorsFabrice Grinda, Javelin Venture Partners, Focus Financial Partners, IA Capital, TTV Capital, Contour Venture Partners, Citi Ventures
Funding DateSep 07, 2016
RoundSeries B
Amount$12M
InvestorsFitz Gate Ventures, Javelin Venture Partners, Transamerica Ventures, IA Capital Group, Contour Ventures, TTV Capital, New York Life
See More

$158.3M

Total Funding Amount

$110M

Most Recent Funding Amount

6

Number of Funding Rounds

Acquisitions & Subsidiaries

Sep 03, 2021

Deft Sales - fast response software

See More Acquisitions & Subsidiaries

SmartAsset Advisors LLC Tech Stack

A closer look at the technologies used by SmartAsset Advisors LLC

Top Companies in United States

Top 10 companies in United States by revenue

Top 10 companies in United States by number of employees

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Most Recent Scoops

Jun 12 2024
Hiring Plans
Apr 22 2024
Open Position
Apr 15 2024
Open Position
Aug 22 2023
Left Company
Executive Move
Apr 19 2023
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
See more scoops

SmartAsset Advisors LLC News & Media

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Frequently Asked Questions regarding SmartAsset Advisors LLC

Where is SmartAsset Advisors LLC located?
SmartAsset Advisors LLC's headquarters are located at 122 E 42nd St Rm 4300, New York City, New York, 10168, United States
What is SmartAsset Advisors LLC's phone number?
SmartAsset Advisors LLC's phone number is (800) 592-5379
What is SmartAsset Advisors LLC's official website?
SmartAsset Advisors LLC's official website is www.smartasset.com
What is SmartAsset Advisors LLC's Revenue?
SmartAsset Advisors LLC's revenue is $53.1 Million
What is SmartAsset Advisors LLC's SIC code?
SmartAsset Advisors LLC's SIC: 73,737
What is SmartAsset Advisors LLC's NAICS code?
SmartAsset Advisors LLC's NAICS: 51,516
How many employees does SmartAsset Advisors LLC have?
SmartAsset Advisors LLC has 253 employees
What industry does SmartAsset Advisors LLC belong to?
SmartAsset Advisors LLC is in the industry of: Software Development & Design, Software
What is SmartAsset Advisors LLC competition?
SmartAsset Advisors LLC top competitors include: WalletHub, NerdWallet, Kiplinger, The Motley Fool
What companies has SmartAsset Advisors LLC acquired?
SmartAsset Advisors LLC has acquired the companies: Deft Sales - fast response software
What technology does SmartAsset Advisors LLC use?
Some of the popular technologies that SmartAsset Advisors LLC uses are: Gupy, Facebook Web Custom Audiences, Facebook Pixel, Zingfit
Who is the CEO of SmartAsset Advisors LLC?
SmartAsset Advisors LLC's CEO is Michael Carvin
Who is the CTO of SmartAsset Advisors LLC?
SmartAsset Advisors LLC's CTO is Peter Silvio
How do I contact SmartAsset Advisors LLC?
SmartAsset Advisors LLC contact info: Phone number: (800) 592-5379 Website: www.smartasset.com
What does SmartAsset Advisors LLC do?

Founded in 2010, SmartAsset offers free and personalized tools to empower customers to make smart personal finance decisions around homebuying, retirement, taxes and more.... Read More

What are SmartAsset Advisors LLC social media links?
SmartAsset Advisors LLC Linkedin page SmartAsset Advisors LLC Twitter page SmartAsset Advisors LLC Facebook page
How much funding has SmartAsset Advisors LLC raised to date?
SmartAsset Advisors LLC has raised $158.3 Million in 6 funding rounds
When was the last funding round for SmartAsset Advisors LLC?
SmartAsset Advisors LLC closed its last funding round on Jun 24, 2021 with the amount of $110 Million
Who invested in SmartAsset Advisors LLC?
SmartAsset Advisors LLC has 21 investors including TTV Capital, New York Life, SV Angel and Javelin Venture Partners.
Is SmartAsset Advisors LLC a public company?
SmartAsset Advisors LLC is private company therefore does not currently have an official ticker symbol
See more information about SmartAsset Advisors LLC

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