SmartAsset

https://smartasset.com/

Y Combinator // YC S12 starting 2012-06-01

Key notes: SmartAsset is a financial technology company that empowers people with automated personalized financial advice.

Office address: 632 Broadway, Floor 4, New York, New York, United States

Description: SmartAsset is a financial technology company that empowers people with automated personalized financial advice. Its proprietary technology, up-to-the-minute research and unique Automated Financial Modeling software simulate the impact of different decisions on people’s personal finances, enabling millions of people to make smart financial decisions. The company has created dozens of calculators and tools spanning the full range of personal finance options including home buying, retirement planning, life insurance, personal loans, student loans, credit cards, loan refinance, taxes, finding a financial advisor and investing. These tools live on SmartAsset’s website and are embedded in relevant content on financial publisher websites via the Captivate tool. The company furthers its mission of helping people make smart financial decisions by connecting them to financial advisors via the SmartAdvisor service. In addition to these tools, an in-house editorial team creates thousands of educational articles and data-driven studies.

View details on Crunchbase:

http://www.crunchbase.com/organization/smartasset

$ 51,431,095 over 6 funding rounds.

Angellist Page:

https://angel.co/smartasset

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Funding Rounds

Date	Name	$ Invested	Crunchbase link
2016-03-14	None	$ 3,831,095	Detailed data
2018-06-19	C	$ 28,000,000	Detailed data
2014-03-25	A	$ 5,200,000	Detailed data
2012-10-30	None	$ 1,500,000	Detailed data
2016-09-08	B	$ 12,000,000	Detailed data
2012-08-14	None	$ 900,000	Detailed data

Investors

Round Date	Round Name	Investor	Crunchbase Link