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 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, Marketing, Personal Finance
Business Model
B2B2C
Customer Profile
Subscription SaaS, Marketplace Commission
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
SmartAsset Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
SmartAsset Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Jun 24, 2021 | ||||
| Series C | Jun 19, 2018 | ||||
| Series B | Sep 8, 2016 | ||||
| Series A | Mar 25, 2014 | ||||
| Seed | Oct 30, 2012 | ||||
Seed | Aug 15, 2012 |
SmartAsset Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| SV Angel | Series A |
| Otter Rock Capital | Series A |
| Citi Ventures | Series D, Series C |
| Contour Venture Partners | Series D, Series C |
| Transamerica Ventures | Series B |
| CMFG Ventures | Series D |
| Aegon | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 28, 2026
Added Firstresidential, a real estate company, as a customer.
- Mar 9, 2026
Ranked on Y Combinator's list of Top 100 Companies.
SmartAsset Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about SmartAsset's valuation, stock price, and market status.