SmartAsset company logo

The profile is currenly unclaimed by the seller. All information is provided by CB Insights.

Founded Year



Series D | Alive

Total Raised




Last Raised

$110M | 1 yr ago



Mosaic Score

+70 points in the past 30 days

What is a Mosaic Score?
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

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.

SmartAsset Headquarter Location

122 East 42nd St Suite 4300

New York, New York, 10168,

United States


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Research containing SmartAsset

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

CB Insights Intelligence Analysts have mentioned SmartAsset in 2 CB Insights research briefs, 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

1,112 items


Wealth Tech

1,702 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.



7,344 items

US-based companies

Latest SmartAsset News

6 financial advisers and pros answer one question: ‘If a client came to you with $1,000 to invest right now, what would you tell them to do with it?’

May 9, 2022

Imagine this: You’ve got $1,000 to invest, but you don’t know what exactly to do with it. We asked 6 financial advisers what they’d do if a client came to them with $1,000 — here’s what they advise. ,You can use this tool from SmartAsset to get matched with a financial adviser who may meet […] The post 6 financial advisers and pros answer one question: ‘If a client came to you with $1,000 to invest right now, what would you tell them to do with it?’ appeared first on Businesshala News.

SmartAsset Web Traffic

Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
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SmartAsset Rank

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