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SmartAsset

Developer of a financial advisory platform intended to connect consumers to financial advisors and financial products.
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

QL Price

$989.46M
-1% vs last round
QuantLogix's current estimate for SmartAsset, published 2026-09-15 — in line with the last disclosed round of $1.0B (2021-Q2).
Confidence
medium
Basis
secondary led
What backs this price
Last disclosed round $1.0B 2021-Q2 weight 0.03
Secondary market print $989M 2026-06-27 weight 0.62
How this price has held up
No round has priced for SmartAsset since QuantLogix began publishing a price for it, so there is nothing to grade yet. The claim above is on the record from 2026-09-15 and will be graded against the next priced round. See the full accuracy record →
How to actually get exposure to SmartAsset →
Which publicly-traded funds already hold it, what $10,000 buys, and whether any route is open to you.
Cite this price as QuantLogix QL Price, SmartAsset, 2026-09-15 (0714e66b48da6f9c). The id pins this exact claim, so a citation stays checkable after the price moves. Model estimate for research — not a quote, target price, or investment advice.

IPO Outlookprivate

Is SmartAsset going public?
No. SmartAsset is private and has not filed to go public. There is no S-1 on file.
What is SmartAsset's valuation in 2026?
SmartAsset is valued at $1.0B as of 2021-Q2, set by its Series D ($110M, Jun 2021). That is the last confirmed mark, not a live price — private shares do not trade continuously.
Has SmartAsset filed an S-1?
No public S-1 is on file for SmartAsset.
Can you buy SmartAsset stock?
No. SmartAsset is a private company — its shares are not listed on any exchange and there is no ticker. The routes to exposure are pre-IPO secondary marketplaces and funds (accredited investors), employee tender offers when the company runs one, and public companies with read-through exposure. QuantLogix maps every route it can verify for SmartAsset on its Pre-IPO Access Desk.
How to actually get exposure to SmartAsset →
Answers are derived from the roster record shown on this page — filing status, last round and confirmed marks. Where the record is silent, the answer says so rather than guessing.

Company Profile

Founded
2011
HQ
New York, NY
Employees
270
Total Raised
$157.69M
Last Round
Series D — $110M (Jun 2021)
IPO Status
private

Fundraising Status

Series D · $110M · 5y 3mo ago
privateTotal raised $157.69M

Secondary Market

Implied price / share
$72.19
Last round price / share
$72.98
vs last round
-1.1%
Last round price vs secondary price
Last round vs current secondary price per share$72.98Last round$72.19Current
Secondary price return by period
Secondary market period returns3-month0.0%6-month+2.6%1-year+17.4%All-time+44.4%
Implied per-share price from private secondary transactions, as of Jun 2026. This is a point estimate, not a quote — the feed carries no bid, ask or spread, and a secondary print is evidence of what someone paid on that date rather than a live market. Compare across every tracked name →

Latest Funding Round

RoundAmountDateLead InvestorPost-Money
Series D$110MJun 2021$1.0B

Talent Signal

Hiring trend
Hiring uptrend
50% of roles posted in last 30d
Open roles
6
via greenhouse
Product-build share
33%
engineering, research, product, design
Trajectory
expanding
balanced build + GTM — 33% builders vs 67% go-to-market/G&A — scaling both sides.
No tracked executive churn; open roles trending up.
Open roles by month
Open roles by month6Aug '26
Open roles by function
Open roles by functionOther2Sales & GTM1Marketing1Design1Engineering1
product-building   go-to-market / G&A
Product DesignerSenior Software EngineerAccount Executive Advisor Marketing Senior ManagerClient Experience SpecialistPartner Development Manager
Counted from SmartAsset's live job board as of 2026-08-17; role functions classified from posting titles. Open-role counts are an activity signal, not headcount. Refreshed monthly.
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.