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Founded Year



Series D | Alive

Total Raised




Last Raised

$110M | 2 yrs ago



About SmartAsset

SmartAsset - owned and operated by Financial Insight Technology - is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors.

Headquarters Location

122 East 42nd St Suite 4300

New York, New York, 10168,

United States


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SmartAsset's Products & Differentiators


    The lifeblood of our business is consumers, and SmartAsset continues to attract new and existing readers by providing fresh, accurate and in-depth financial advice in the form of free articles, guides, reviews, calculators and other helpful tools. SmartAsset started as a site for people looking for answers to life’s big financial questions like: how much house can I afford or how much money do I need to save for retirement?

Research containing SmartAsset

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned SmartAsset in 1 CB Insights research brief, most recently on Feb 10, 2021.

Expert Collections containing SmartAsset

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

SmartAsset is included in 4 Expert Collections, including Unicorns- Billion Dollar Startups.


Unicorns- Billion Dollar Startups

1,206 items


Wealth Tech

1,990 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.


Financial Wellness

245 items

Track startups and capture company information and workflow.



7,942 items

US-based companies

Latest SmartAsset News

5 Former Sizzling IPOs That Are Buy-Rated and Trading Under $10

Mar 18, 2023

March 18, 2023 6:10 am While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy. Many of the biggest public companies, especially the technology giants, trade in the hundreds, all the way up to over $1,000 per share or more. At those steep prices, it is difficult to get any decent share count leverage. Many investors, especially more aggressive traders, look at lower-priced stocks as a way not only to make some good money but to get a higher share count. That can really help the decision-making process, especially when you are on to a winner, as you can always sell half and keep half. Skeptics of low-priced shares should remember that at one point Amazon, Apple and Netflix traded in the single digits. One stock we featured over the years, Zynga, was purchased by Take-Two Interactive. Cogent Biosciences, which we featured last March, has tripled since then. We screened our 24/7 Wall St. research database looking for smaller cap companies that could offer patient investors some huge returns for 2023 and beyond. While these five stocks are rated Buy and have a ton of Wall Street coverage, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision. Lulu’s Fashion Lounge This small-cap online retailer blew out the fourth quarter but has backed up big as concerns over consumer spending grow. Lulu’s Fashion Lounge Holdings Inc. ( NASDAQ: LVLU ) is a retailer of women’s apparel targeting millennial and Gen Z customers. It specializes in occasion dresses but also offers broader categories, including formal, bridal, lounge, vacation and basics. The company remains focused on growing its market base and has an analytics-driven inventory control that keeps the products being offered fresh. The stock has been eviscerated as the spiraling inflation numbers have hurt many retailers, but Lulu’s Fashion Lounge is solidly profitable and looks to grow revenue and earnings this year. Goldman Sachs has set a $4.30 price target on Lulu’s Fashion Lounge stock. Analysts have a consensus target of $4.64, and the stock traded on Friday at $2.45. Palantir Started by Silicon Valley legend Peter Thiel, this company may offer the largest upside potential of all the stocks in this group, and it is also a takeover candidate. Palantir Technologies Inc. ( NYSE: PLTR ) builds and deploys software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. Sponsored: Find a Qualified Financial Advisor Finding a qualified financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to 3 fiduciary financial advisors in your area in 5 minutes. Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. If you’re ready to be matched with local advisors that can help you achieve your financial goals, get started now .

SmartAsset Frequently Asked Questions (FAQ)

  • When was SmartAsset founded?

    SmartAsset was founded in 2012.

  • Where is SmartAsset's headquarters?

    SmartAsset's headquarters is located at 122 East 42nd St, New York.

  • What is SmartAsset's latest funding round?

    SmartAsset's latest funding round is Series D.

  • How much did SmartAsset raise?

    SmartAsset raised a total of $157.62M.

  • Who are the investors of SmartAsset?

    Investors of SmartAsset include Javelin Venture Partners, TTV Capital, Citi Ventures, CMFG Ventures, Contour Venture Partners and 14 more.

  • Who are SmartAsset's competitors?

    Competitors of SmartAsset include NerdWallet and 7 more.

  • What products does SmartAsset offer?

    SmartAsset's products include SmartAsset and 2 more.

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