COMPANY PROFILE · UPDATED 18 NOV 2025

SmartAsset

SmartAsset financial technology company, founded in July 2012 by Michael Carvin and Phillip Camilleri and headquartered in New York, New York. The company publishes articles, guides, reviews, calculators and tools to help people make…

New York, NY

smartasset.com ↗

Filed under

Industry

Fintech Investing & Wealth

Industries

Software Companies Financial Technology Companies Financial Services Companies

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Founded: 2012
Headcount: 276
Open roles: 5
Last raised: Series D

LOCATIONS

Where they work

SmartAsset offices

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New York, NY

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FUNDING

Capital raised

Total raised

$161,431,104

Investors

Funding rounds

Series D
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TTV Capital, Contour Venture Partners, New York Life Ventures, Javelin Venture Partners, North Bridge Venture Partners, Citi Ventures, TruStage Ventures, Andrew Vigneault, Sand Hill Angels, Empede Capital, Red Hook Capital
$110MJun 23, 2021
Series C
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Focus Financial Partners, Javelin Venture Partners, IA Capital Group, Citi Ventures, TTV Capital, Contour Venture Partners, Fabrice Grinda, FJ Labs
$28MJun 18, 2018
Series B
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IA Capital Group, TTV Capital, Contour Venture Partners, Javelin Venture Partners, New York Life Insurance Company, Transamerica Ventures, Fitz Gate Ventures, Peterson Ventures
$12MSep 7, 2016
Series Unknown
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$3.8MMar 13, 2016
Series A
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Javelin Venture Partners, Brendan Wallace, Denis Grosz, SV Angel, Quotidian Ventures, Otter Rock Capital, Evolution VC Partners, Peterson Ventures
$5.2MMar 24, 2014
Seed
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Javelin Venture Partners, North Bridge Venture Partners, Peterson Ventures, Quotidian Ventures, Brendan Wallace, Otter Rock Capital
$1.5MOct 29, 2012
Seed
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Quotidian Ventures, Y Combinator, SV Angel, Peterson Ventures
$900KAug 13, 2012

Funding data via Diffbot, SEC EDGAR filings and company announcements — each round names its source

TECH STACK

How SmartAsset builds

Extracted from SmartAsset’s job postings we’ve tracked

×N is how many of SmartAsset’s open roles mention that technology.

Frameworks & Libraries

CMS×2 Node.js×2 React×2 WordPress×2

DevOps & Infrastructure

AWS CloudFormation×2 Git×2 Terraform×2

CRM & Sales Tools

HubSpot Marketo Salesforce Salesforce Marketing Cloud Account Engagement

Cloud Platforms

Amazon Web Services×2

Programming Languages

Java×2

Databases

SQL×2

OPEN ROLES

Hiring at SmartAsset

LEADERSHIP

Founders & key people

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