SmartAsset
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SmartAsset

https://smartasset.com/
Last activity: 04.09.2026
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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
779
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 779

DateTitleDescription
04.09.2026Pentagon’s Anthropic Ban Holds as Lutnick Declares Trust: Contractors Must Still ComplyBy Clark Johnson Published: Sep 04 2026, 11:21 AM EDT Share on Facebook Share on Twitter Share on LinkedIn Share on Reddit Share on Flipboard
27.08.2026President Trump Delivers for Texas: Lower Taxes, Border Security, and Jobs Coming HomeToday, President Donald J. Trump returns to Texas with a record to match the visit: tax relief in workers’ pockets, the most secure border in a generation, safer streets, and a surge of private investment creating new American jobs across t...
11.08.2026India Jumps Three Spots in PitchBook Rankings; AI Swallows 87.5% of US VC RecordBy Collin Mercer Published: Aug 11 2026, 9:07 AM EDT Share on Facebook Share on Twitter Share on LinkedIn Share on Reddit Share on Flipboard
30.07.2026New report ranks Houston as America's No. 2 least safe cityA new study contains bad news for Houston. A report from personal finance website SmartAsset ranks the Bayou City as the second-least safe city in the U.S. among cities with at least 250,000 residents. Only Memphis ranked worse than Houston...
09.07.2026Data-Driven Financial Planning for the Retired CommunityShare Share Share Share Email Have you ever wondered why some retired people feel safer about money even when they have the same savings as others? Good choices often come from using facts instead of guessing. Data-driven financial planning...
09.07.2026How’s your estate planning going?Getting your Trinity Audio player ready... When it comes to estate planning, when is the best time do start? I can’t be the only one that thinks setting up wills, trusts etc are important, start to get hyper focused then a year or two goes ...
19.06.2026Houston Forges Forward: A Nexus of Tech, Space, and Biotech InnovationHouston drives American innovation across diverse sectors. Twenty-three area companies, including HPE, rank among S&P 500's most future-ready businesses. SpaceX's historic IPO fuels Martian colonization and space-based AI data centers. ...
18.06.2026Texas Fuels Future: Space, AI, Fintech Propel Innovation and GrowthHouston and Texas drive global innovation. Axiom Space expands commercial space exploration alliances. SpaceX targets a massive IPO, advancing Mars missions and space-based AI. University of Houston leads AI research for elder care, while l...
18.06.202623 Houston companies rank among America’s most future-ready businessesBy one measure, Spring-based tech giant Hewlett Packard Enterprises reigns as the most future-ready Houston-area company on the S&P 500 stock index. HPE sits at No. 72 in a first-time ranking of the best S&P 500 companies for the fu...
16.06.2026This Houston suburb named one of 10 newest boomtowns in U.S.What do you get when you combine a city's surge in population, housing growth, and economy? For the Houston suburb of Conroe, it adds up to being America's No. 9 newest boomtown, according to a new survey from SmartAsset. The personal finan...
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