SmartAsset
SmartAsset is a personal finance technology company offering personalized tools and a platform connecting consumers with fiduciary financial advisors.
Secondary Market Price
How SmartAsset Measures Up
To help you manage your SmartAsset equity, Prospect has run the company through our machine learning model.
Prospect Rating
--
This rating reflects our belief in this company's potential to grow to that many times its current value in 4 years. For an employee with stock, this rating suggests a potential return on equity, but it also comes with some risk.
Exit Risk
--
Our rating is a reflection of the likelihood of this company achieving a liquidity event for its employees based on the quality of investors, funding stage, founders, and more.
Funding Stage
Series D
A company’s funding stage reflects how established it is, how quickly it is scaling, and the average impact an employee may have when joining.
Secondary Market Price Chart
Create a free account to unlock real-time secondary market prices and future projections of SmartAsset's value.
Sign up to Unlock the Latest DataData will be available soon.
Sign up to receive notifications when it is available.
Prospect Projected Future SmartAsset Prices
Prospect’s machine learning model has been trained on the same data top-tier investors use to project the likely range of outcomes for SmartAsset's equity. Create a free account to view 10th-90th percentile projections over 2, 4, and 6 years.
Powerful tools to earn more from your equity
Company Description
SmartAsset is a personal finance technology company that provides consumer-focused financial information and advice. The company uses financial modeling to create educational content, personalized calculators, and tools that reach an estimated 59 million people monthly. In addition to its consumer-facing content, SmartAsset operates the SmartAsset Advisor Marketing Platform (AMP), a service that connects consumers with fiduciary financial advisors. Founded in 2012 by Michael Carvin and Philip Camilleri, the company initially focused on home buying tools and has since expanded its offerings to cover topics like retirement, student loans, and life insurance. SmartAsset has raised $161.4 million in total funding and reached a market valuation of $1 billion in June 2021.
Based on recent activities, the company is continuing to develop its advisor marketing services. SmartAsset has recently promoted its AMP platform through a Reddit AMA with a financial advisor and offered discounts to new advisor signups. The company also engages with the financial industry by participating in events such as Financial Planning's Advise AI Conference. Testimonials from advisors using the platform indicate its role in client acquisition, with one user reporting an average of $25 million in assets under management annually from leads generated by the service.
- TTV Capital
- Javelin Venture Partners
- Contour Venture Partners
- Citi Ventures
- New York Life Ventures
- North Bridge Venture Partners
- CMFG Ventures
- Focus Financial Partners
- IA Capital Group
- Transamerica Ventures
- Y Combinator
- SV Angel
- Peterson Ventures
- Quotidian Ventures
- Fitz Gate Ventures
- Fabrice Grinda
- Co-Founder, Michael Carvin
- Co-Founder, Philip Camilleri
Peer Group Comparison
Vs Peer Group of >$4B Startups
Frequently Asked Questions
Joining Anduril as an employee is another way to acquire equity, typically through stock options included in compensation packages.
Is SmartAsset worth joining?
Evaluating an offer from a private company like SmartAsset requires analyzing the potential value of its equity. Tools like Prospect can help you project the future value of your shares and understand the financial implications of joining.
What should I do with my SmartAsset stock?
Deciding what to do with private company stock involves complex tax and financial planning. Platforms like Prospect use your financial details to build a custom strategy for exercising options or selling shares to maximize your returns.
Can you sell SmartAsset stock?
Selling stock in a private company like SmartAsset is often possible through secondary markets or company-approved tender offers. Equity management platforms can help you navigate these opportunities and determine the most tax-optimal shares to sell.
How can I find the value of my SmartAsset stock?
The value of private stock isn't publicly listed, but you can estimate it using specialized tools. Prospect uses proprietary data and machine learning models to project the future value of your shares and model different financial scenarios.
What is SmartAsset's equity worth?
The precise worth of private equity fluctuates and depends on many factors, including company performance and market conditions. You can get a data-driven estimate by using a platform like Prospect, which analyzes your holdings to provide customized value projections.
What is SmartAsset's stock ticker symbol?
As a private company, SmartAsset does not have a stock ticker symbol because its shares are not traded on public stock exchanges. Ticker symbols are only assigned to companies once they complete an Initial Public Offering (IPO).
Can I buy or sell SmartAsset stock?
Buying stock in a private company is typically restricted to employees exercising options or accredited investors, while selling can occur during tender offers or on secondary markets. Platforms that specialize in private equity can provide guidance on the optimal timing for both buying and selling shares.
What is the criteria to buy or invest in SmartAsset stock?
Investing in a private company like SmartAsset is generally limited to accredited investors participating in funding rounds or employees receiving equity compensation. The specific criteria are set by the company and regulatory bodies, not by public investment standards.
