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www.smartasset.com
Smartasset-Logo

SmartAsset Stock

Company Profile:

SmartAsset is a financial technology company that provides tools and resources to help individuals make informed personal finance decisions. SmartAsset offers a range of services including financial calculators, articles, and guides covering topics such as home buying, retirement, taxes, and investing.

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SmartAsset Funding

Sign up to gain insights into SmartAsset funding history, including the funding round, time period, and amount raised.

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Date Financing Round Amount Price per share* Valuation*
Jun 09, 2021 Series D 63.10M
Price
Valuation
Jun 14, 2018 Series C 28.00M
Price
Valuation
Sep 08, 2016 Series B 12.00M
Price
Valuation
Mar 01, 2016 Series B 3.83M
Price
Valuation
Mar 21, 2014 Series A 5.14M
Price
Valuation
Oct 24, 2012 Series Seed 2.40M
Price
Valuation

*Access the PPS, Valuation details, and a wealth of other data by signing up. Source: Nasdaq Private Market Tape D™

See SmartAsset Valuations + Financials

Sample data + company shown for illustrative purposes only

*Sample data + company shown for illustrative purposes only

Gain insights Into SmartAsset Stock Valuation + Share Prices

View real-time Tape D™ data on SmartAsset stock including most recent valuation and historical share price information.

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SmartAsset Management Team

  • Director

    Thomas R. Evans

  • Co-Founder

    Philip Camilleri

  • Chief Revenue Officer

    Dave Frisone

  • Co-Founder, Director, CEO

    Michael Carvin

  • Director

    Mark Johnson

  • Chief Financial Officer

    Dave Jones

  • Chief People Officer

    Meghan Lapides

  • Chief Marketing Officer

    Chris Taylor

  • Chief Product Officer

    Aniket Gune

  • Director

    Andrew Lerner

  • Director

    Jed Katz

SmartAsset Major Investors

  • IA Capital Group

  • New York Life Capital Partners

  • Y Combinator

  • Quotidian Ventures LLC

  • SV Angel

  • Javelin Venture Partners

  • Transamerica Ventures

  • Contour Venture Partners

  • New York Life Ventures

  • Fitz Gate Ventures

  • North Bridge Venture Partners LP

  • TTV Capital LLC

  • Peterson Ventures LLC

  • CMFG Ventures

  • Citi Ventures

Learn More About SmartAsset Stock

Buy SmartAsset Stock
01
SmartAsset stock does not trade on public stock exchanges. SmartAsset stock is considered a private security and you need to be an accredited investor to purchase shares. To invest in SmartAsset stock you can either buy shares directly through the company or work with a secondary trading marketplace like Nasdaq Private Market. Get started to begin exploring private market opportunities.
Sell SmartAsset Stock
02
SmartAsset Stock does not trade on public stock exchanges. In order to sell SmartAsset shares you need to work directly with the company or with a secondary trading marketplace like Nasdaq Private Market. NPM has more than a decade of experience helping sell shares on the private market to our network of institutional investors. Get started to begin exploring private market opportunities.
SmartAsset Stock Price
03
SmartAsset does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the Tape D™ database from Nasdaq Private Market, you can view SmartAsset share price and other valuable private market data. Get started to begin exploring the Nasdaq Private Market Tape D™ database.
SmartAsset Stock Ticker Symbol
04
There is no ticker symbol for SmartAsset stock because it is a private company. Private companies do not have ticker symbols like public companies, they are identified primarily by using the company “street” name or legal name. Get started to begin exploring the Nasdaq Private Market Tape D™ database.
Criteria to Sell SmartAsset Stock
05
Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell SmartAsset stock you need to receive the company’s approval, which Nasdaq Private Market manages on your behalf.
Criteria to Buy or Invest in SmartAsset Stock
06
Currently, Nasdaq Private Market only works with institutional investors to purchase private company stock. In order to invest in SmartAsset stock you need to be an institutional investor. Get started to begin exploring the Nasdaq Private Market Tape D™ database.
SmartAsset Stock Settlement
07
Once you buy or sell stock share ownership must transfer before funds are wired. With Nasdaq Private Market, clients leverage our patent-pending Transfer and Settlement technology which streamlines and manages transfer activity from match to settlement.
SmartAsset IPO
08
SmartAsset is a private company and has not had an IPO. There is currently no SmartAsset IPO price. Get started to begin exploring the Nasdaq Private Market Tape D™ database and gain access to actionable data related to SmartAsset IPO.

*All trademarks are the property of their respective owner(s). Unless expressly stated otherwise, companies listed on this site are not sponsoring, endorsing, or otherwise affiliated with, Nasdaq Private Market, LLC, and none of the statements on this website should be attributed to a listed company.

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*All trademarks are the property of their respective owner(s). Unless expressly stated otherwise, companies listed on this site are not sponsoring, endorsing, or otherwise affiliated with, Nasdaq Private Market, LLC, and none of the statements on this website should be attributed to a listed company.

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Source: Nasdaq Private Market Tape D™