SmartAsset
Developer of a financial advisory platform intended to connect consumers to financial advisors and financial products.
Other Financial Services
📍 New York, NY
Founded 2011
Current Valuation
$1.0B
as of 2021-Q2
UNICORN
Developer of a financial advisory platform intended to connect consumers to financial advisors and financial products.
Company Profile
Last Round
Series D — $110M (Jun 2021)
Fundraising Status
Series D · $110M · 5y ago
privateTotal raised $158M
Latest Funding Round
| Round | Amount | Date | Lead Investor | Post-Money |
|---|
| Series D | $110M | Jun 2021 | — | $1.0B |
FinanceFinancial ServicesFinTechPersonal FinanceWealth Management
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2021-Q2. Refreshed quarterly.