
SmartAsset
Founded Year
2011Stage
Biz Plan Competition | AliveTotal Raised
$158.62MValuation
$0000Last Raised
$1M | 2 yrs agoRevenue
$0000Mosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
-43 points in the past 30 days
About SmartAsset
SmartAsset is a financial decision-making platform that operates in the personal finance and investment advisory sectors. The company offers a range of tools and services designed to empower individuals to make informed financial decisions, including personalized calculators for taxes, home buying, and retirement, as well as a service to match users with vetted financial advisors. SmartAsset primarily serves individuals seeking financial planning and investment advice. It was founded in 2011 and is based in New York, New York. It is a subsidiary of Financial Insight Technology.
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SmartAsset's Products & Differentiators
SmartAsset
The lifeblood of our business is consumers, and SmartAsset continues to attract new and existing readers by providing fresh, accurate and in-depth financial advice in the form of free articles, guides, reviews, calculators and other helpful tools. SmartAsset started as a site for people looking for answers to life’s big financial questions like: how much house can I afford or how much money do I need to save for retirement?
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Expert Collections containing SmartAsset
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
SmartAsset is included in 4 Expert Collections, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
1,257 items
Wealth Tech
2,335 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Financial Wellness
245 items
Track startups and capture company information and workflow.
Fintech
9,394 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Latest SmartAsset News
Jan 19, 2025
Dear Burnt Out, You've repeatedly told your partner how you feel, but it sounds like you haven't explicitly told them what you want them to do about it. Until you do, it's only natural that they brush off your suffering as ordinary midlife doldrums. Few people want to blow up their lives because their spouse hates their job. This doesn't mean they are happy with your unhappiness, just that they, too, are at capacity and not interested in fixing something they aren't convinced is broken. Eventually, you will need to spell it out for your spouse and ask them to support you while you pursue your new career, but that isn't where you should start. Instead, begin by making a real plan. Figure out what you want to do and the steps you must take to get into that field. For instance, if you currently work an office job but want to become a carpenter, research what certifications you need to be competitive where you live, how much they will cost, and how many hours a week you will need to devote to the certification program. Once you know what you want to do, figure out exactly what you need from your spouse to do it. Will you need them to cover 100% of the bills for a while? If so, how long? Will you need them to cosign a personal loan ? Will your new schedule require them to handle more dinners or chauffeur the kids to all their extracurriculars on weeknights? These questions may feel too detailed to answer before you've begun, but try to get as specific as possible. Asking your partner to commit to helping you quit your job sounds like you're experiencing a midlife crisis and expecting them to pick up the pieces — a terrifying and exhausting prospect. If you're instead pitching them a life upgrade that will only require a few well-defined sacrifices on their part, that's still scary but also exciting, doable, and worthwhile. Notice I said, "a few well-defined sacrifices." Your spouse is obligated to support you; that's the whole deal of marriage. But that goes both ways. This will require an awareness on your part of how much you're asking and how much they already have on their plate. I've been married long enough to know that you likely have an inner tally of reasons your partner owes you this. Maybe you worked them through college, let their parents live with you, or spent the last decade packing your spouse's lunch. No matter how strongly you deserve this or how right you may be, remember they have a tally of their own, and you're asking them to add another big ticket item. Think of ways to minimize your career pivot's impact on your partner by looking for sacrifices you can make before asking it of them. For instance, while you're putting together your budget, cut your book club memberships or Fantasy Sports League buy-ins before you cut your spouse's favorite streaming channels. Or, if you want to cut back on your family's take-out, make sure you're doing the meal planning, grocery shopping, and cooking to make it possible. Once you have a detailed strategy, bring it to your spouse. Be vulnerable about your burnout and your dreams for the future. Tell them your plan and outline how you'll minimize the stress this will put on them. Demonstrate to your spouse how much you've thought about this and, in turn, how important it is to you. Then, ask them for their support. I'm confident they will tell you to go for it. If I'm wrong, and they say it's not the right time or the risk is too big, don't be coy about disagreeing. Resentful martyrdom can feel easier than facing something as big and intractable as a major disagreement in your marriage, but your happiness is worth fighting for and working to achieve. Rooting for you, For Love & Money Looking for advice on how your savings, debt, or another financial challenge is affecting your relationships? Write to For Love & Money using this Google form . Don't know where to start? Consider a financial advisor. Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors who serve your area in minutes. Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. Start your search now.
SmartAsset Frequently Asked Questions (FAQ)
When was SmartAsset founded?
SmartAsset was founded in 2011.
Where is SmartAsset's headquarters?
SmartAsset's headquarters is located at 122 East 42nd Street, New York.
What is SmartAsset's latest funding round?
SmartAsset's latest funding round is Biz Plan Competition.
How much did SmartAsset raise?
SmartAsset raised a total of $158.62M.
Who are the investors of SmartAsset?
Investors of SmartAsset include Stagwell, Javelin Venture Partners, TTV Capital, TruStage Ventures, North Bridge Venture Partners and 16 more.
Who are SmartAsset's competitors?
Competitors of SmartAsset include Zoe Financial and 8 more.
What products does SmartAsset offer?
SmartAsset's products include SmartAsset and 2 more.
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Compare SmartAsset to Competitors

Zoe Financial provides a wealth management platform connecting individuals with trusted financial advisors across various sectors. The company offers a service to match clients with vetted, fiduciary financial advisors and provides a platform for managing and growing wealth. It serves individuals with personalized financial planning and investment management services. It was founded in 2016 and is based in New York, New York.
Conductiv is a technology company focusing on lending operations within the financial services sector. The company offers a platform for digital data collection, lending guidance based on AI, and loan approvals to facilitate the lending process. Conductiv serves banks and credit unions, to address manual work, fraud, and lending times. It was founded in 2019 and is based in Long Island City, New York.

Credit Sesame is a financial technology company that focuses on providing tools for managing and improving personal credit. The company offers services including daily credit-score updates, credit report summaries, credit monitoring alerts, and actions to improve credit scores. Credit Sesame also provides access to various financial products such as credit cards, loans, digital banking services, and insurance. It was founded in 2010 and is based in Mountain View, California.

Harness Wealth specializes in providing bespoke tax and financial advisory services within the financial sector. The company offers a range of services including tax planning, estate planning, and personalized financial advice, all facilitated through a technology platform. Harness Wealth primarily caters to business and equity owners, offering support for life milestones such as marriage, having a child, and retirement. It was founded in 2018 and is based in New York, New York.
Emotomy is a company that focuses on risk-aware investment strategies within the asset management industry. They offer a range of asset management services, including the management of index equity and investment strategies designed to optimize liquidity and returns in various market environments. Emotomy primarily serves sophisticated investors such as institutional tax-exempt clients, endowments, and foundations. It was founded in 2006 and is based in Chicago, Illinois. Emotomy operates as a subsidiary of Belvedere Advisors.
Partyou offers a digital platform for college students where they can manage their finances, make payments, and shop online. It is based in Sao Paulo, Brazil.
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