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
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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
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.
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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.
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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.
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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.
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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.
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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.
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