SmartAsset
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SmartAsset

https://smartasset.com/
Last activity: 14.06.2025
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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
750
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 750

DateTitleDescription
14.06.2025A family of 4 needs over $300,000 a year to live comfortably in this state—it’s not Hawaii or CaliforniaMany American families are increasingly struggling to keep up with the cost of living in most of the 50 U.S. states. The U.S. median household income rose between 2022 and 2023 to just over $80,000 a year, according to the most recent Censu...
08.06.2025The Cost of Comfort: Navigating the Financial Landscape Across AmericaIn the vast expanse of the United States, the cost of living varies like the colors of a sunset. From the serene hills of West Virginia to the tropical shores of Hawaii, the financial demands on a single adult can feel like climbing a mount...
07.06.2025The salary a single person needs to live comfortably in all 50 U.S. states—it’s over $120,000 in 2 placesAmericans earning a regular salary may have trouble living comfortably in all 50 states. The median annual wage for individuals was just below $62,000 at the end of 2024, according to the Bureau of Labor Statistics. But it takes a salary of...
30.05.2025The Financial Landscape for Retirees: Where Comfort Meets IncomeRetirement is a new chapter, a blank canvas. For many, it’s a time to explore, relax, and enjoy the fruits of decades of labor. But the colors on that canvas depend heavily on financial resources. In the United States, where you retire can ...
29.05.2025The 10 U.S. cities where retirees live on the highest annual incomes from Social Security and savingsIn Carlsbad, California, retirees live on an average income of $85,442 a year from Social Security payments and withdrawals from savings and investments — the highest amount of any of the 344 largest U.S. cities, according to a recent Smart...
03.05.2025The Rising Tide of Rent: A Midwestern Surge Amidst a National CrisisIn the vast landscape of American cities, a seismic shift is occurring. Rent prices are climbing, and the Midwest is at the forefront of this trend. Once known for its affordability, cities like Cleveland and Indianapolis are now experienci...
30.04.2025The 10 U.S. cities where rents are rising the fastest—5 are in the MidwestRent prices are on the rise in the Midwest, with five of the U.S. cities with the fastest-growing rents located there, according to a recent SmartAsset analysis of Zillow data. The Midwest has historically been home to more affordable homes...
27.03.2025You can earn $150,000 a year and still be considered middle class in 23 U.S. statesIn the 1990s, earning six figures was a clear marker of upper-class wealth. Today, it’s often just enough to be considered middle class. In fact, the upper bound of what qualifies as middle class now exceeds $100,000 in every U.S. state, ac...
25.03.20259 U.S. cities where single adults can live comfortably on the median incomeLanding a job in a major U.S. city often comes with a high salary. But those same large metros tend to have higher costs of living as well. In fact, a single adult would need to earn a minimum of $85,197 to live comfortably in any of the 10...
21.03.2025The salary you need to be considered middle class in every U.S. stateA six-figure household income doesn’t necessarily make you rich — in many cases, it just means you’re middle class. The upper bound of what’s considered middle class for households exceeds $100,000 in every U.S. state, according to a SmartA...
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