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SmartAsset

https://smartasset.com/
Last activity: 11.03.2026
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Categories: DataFinTechHomeInvestmentLifePersonalRetirementSmartTechnologyTools
SmartAsset is a financial technology company that uses data to provide free, automated, actionable advice on big financial decisions. We have tools to help in all personal finance areas including home buying, refinance, retirement, taxes, life insurance, student loans, investing and credit cards. At the heart of the company’s software is its patent pending “Automated Financial Modeling” technology (also known as AFM), which simulates how different decisions will affect a consumer financially. SmartAsset is based in New York City, and is led by co-founders Michael Carvin and Philip Camilleri. The company is backed by Y Combinator, IA Capital Group with participation from TTV Capital, Javelin Venture Partners, New York Life, Transamerica Ventures, Quotidian Ventures, North Bridge Venture Partners and Fitz Gate Ventures, among others.
Likes
49.62K
Followers
7.66K
Website visits
10.9M /mo.
Mentions
767
Employees: 201-500
Total raised: $165.6M
Valuation: $1B
Founded date: 2012

Investors 11

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Funding Rounds 6

DateSeriesAmountInvestors
07.07.2021Series D$110MTTV Capita...
21.06.2018Series C$28M-
13.09.2016Series B$20MTTV Capita...
25.03.2014Series A$5.2M-
30.10.2012-$1.5M-
15.08.2012Seed$900K-

Mentions in press and media 767

DateTitleDescription
11.03.2026Income study shows $100,000 salary goes further in Houston in 2026A 2026 income study has good news for big earners in Houston: A six-figure salary goes further than it did last year. A Houston resident's $100,000 salary is worth $84,840 after taxes and adjusted for the local cost of living, according to ...
07.03.2026Houston's Economic Surge: Billions Flow into Tech, Space, and LogisticsHouston's economic landscape is experiencing unprecedented growth. Recent massive investments are fueling its tech, space, and logistics sectors. Cart.com, a Houston-based e-commerce giant, secured $180 million, pushing its total funding pa...
05.03.2026This is the income required to be a middle class earner in Houston in 2026A new study tracking the upper and lower thresholds for middle class households across the nation's largest cities has revealed Houstonians need to make at least a grand more than last year to maintain their middle class status this year. A...
03.03.20266+ can't-miss Houston business and innovation events in MarchEditor's note: March brings the return of some of Houston’s signature innovation events, plus insightful talks and celebrations in honor of Women's History Month. Here’s what not to miss and how to register. Please note: this article may be...
21.01.2026Massachusetts is the best U.S. state to raise a family for the fourth year in a row: ‘The school system is excellent,’ expert saysA January report from WalletHub compared the 50 U.S. states to determine which one is the best to raise a family. The report found that the best states combine affordability with safety, strong job opportunities and access to quality educat...
15.01.2026How much one parent needs to earn so the other can stay home in every U.S. stateWhen a couple welcomes a child to their family, many may want one parent to stay home with the new addition, rather than returning to work. But that decision comes with a number of tradeoffs. Having one parent stay home may help the family ...
08.12.2025‘Trump Accounts’ give babies a boost — but do nothing to help parents with today’s costs (Editorial)Getting your Trinity Audio player ready... If you’re a parent — or considering becoming one — you likely understand that it’s a pricey prospect. Consider: The annual cost of raising a child is an estimated $22,850 — roughly $411,000 over 18...
05.12.2025Medicaid Planning in New York: What Families Should Know Right NowLong-term care can be expensive, and without the right planning, it can quickly deplete a loved one’s savings. Medicaid can help cover these costs, but qualifying for it comes with strict rules and limits on income and assets. Medicaid plan...
27.10.202510 U.S. cities where millennial households earn up to $40,000 more per year than everyone elseDespite a tough start to adulthood, including facing major economic downturns and struggling to land at good jobs as early as their predecessors, millennials are faring pretty well financially these days. The cohort, currently aged 29 to 44...
30.09.2025Financial Advisor Playbook How to know when a robo-advisor makes sense — and when a human financial advisor should step inA robo-advisor is an automated digital program that creates and manages your portfolio based on your investment preferences and risk tolerance, according to Investor.gov. Such programs can come at a lower cost compared to a financial adviso...
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