SmartAsset Stock
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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Buy + SellSmartAsset Funding
Sign up to gain insights into SmartAsset funding history, including the funding round, time period, and amount raised.
Sign Up to Unlock the Data| Date | Financing Round | Amount | Price per share* | Valuation* |
|---|---|---|---|---|
| Jun 09, 2021 | Series D | 63.10M | ||
| Jun 14, 2018 | Series C | 28.00M | ||
| Sep 08, 2016 | Series B | 12.00M | ||
| Mar 01, 2016 | Series B | 3.83M | ||
| Mar 21, 2014 | Series A | 5.14M | ||
| Oct 24, 2012 | Series Seed | 2.40M |
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*Sample data + company shown for illustrative purposes only
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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
Peterson Ventures LLC
Fitz Gate Ventures
Transamerica Ventures
Quotidian Ventures LLC
New York Life Ventures
CMFG Ventures
IA Capital Group
TTV Capital LLC
North Bridge Venture Partners LP
New York Life Capital Partners
Contour Venture Partners
Javelin Venture Partners
Y Combinator
Citi Ventures
SV Angel
Learn More About SmartAsset Stock
Buy SmartAsset Stock
01SmartAsset stock does not trade on public stock exchanges. SmartAsset stock is considered a private security and you need to be an accredited investor to trade shares. To invest in SmartAsset stock you can either buy shares directly through company or work with a secondary trading marketplace like Nasdaq Private Market.
Learn more about the secondary market for private company shares on the investors page.
Sell SmartAsset Stock
02SmartAsset 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.
Learn more about NPM services for selling privately held stock on the Employee Shareholders page.
Read more about how to sell private company stock on the private secondary market:
SmartAsset Stock Price
03SmartAsset 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.
Read more about secondary market private company stock prices:
SmartAsset Stock Ticker Symbol
04There 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.
Criteria to Sell SmartAsset Stock
05Nasdaq 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.
Learn more about selling privately held stock on the Employee Shareholders page.
Read more about how to sell shares of a private company and eligibility for selling privately held stock:
Criteria to Buy or Invest in SmartAsset Stock
06Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in SmartAsset stock, you need to be an accredited entity or institutional investor.
Learn more about the Nasdaq Private Market tool kit for investors on the Investor Trading page.
SmartAsset Stock Settlement
07Once 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.
To learn more about private company stock Transfer and Settlement, check out the Transfer and Settlement page.
SmartAsset IPO
08SmartAsset 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.
Learn more about Tape D™ private company stock data for institutional investors on the on the Tape D™ Product Page.
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Buy + Sell*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.
