SmartAsset | Company Profile - Revenue, Headcount, Tech Stack, Contacts

SmartAsset | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Updated November 7, 2025
Public ProfileLinkedInLinkedIn Profile

SmartAsset is a financial technology company based in New York City, founded in July 2012 by Michael Carvin and Phillip Camilleri.

Employees221
Revenue$100M
Total Funding159.9M
Alexa Rank# 9551

Industry & Market

Primary Industry
information technology & services
All Industries
information technology & servicesinternetcomputer software
Location
New York, New York, United States

Funding Information

Latest Stage
Series d
Annual Revenue
$100,000,000

Headcount Distribution

Total Employees
221
Departments
19

By Department

Department Breakdown

Sales
Engineering
Finance
Data Science
Business Development
Product Management
Others

Keywords & Focus Areas

financial modellingpersonal financemoneyfinancial advisorsretirementcontentlead genclient acquisitionfinancial servicessales & marketingpersonal datafinanceprivacyconsumer internetinternetinformation technologysoftware developmentfinancial advice valuationwealth buildingpersonalized financial modeling+10 more
30 total keywords

Overview

SmartAsset is a financial technology company based in New York City, founded in July 2012 by Michael Carvin and Phillip Camilleri. The company provides consumer-focused financial information and advice through educational content, personalized calculators, and tools that assist individuals in making informed decisions about personal finance topics such as home buying, taxes, retirement, banking, and investing.

The company operates in two main areas. It offers a variety of financial calculators and educational articles to empower consumers. Additionally, it matches consumers with vetted fiduciary financial advisors based on their profiles and needs. The Advisor Marketing Platform (AMP) connects financial advisors with prospective clients, utilizing an algorithm to facilitate matches, supporting advisor business growth via tools for lead generation and client engagement. With a monthly reach of approximately 59 million people, SmartAsset is recognized for its innovative approach to democratizing financial knowledge and enhancing connections between consumers and financial advisors.

Key Metrics

Total Employees
XXXX
Total number of employees
Engineering
XX
Number of employees in the engineering department
Sales Team
$XX
Number of employees in the sales department
Marketing
XX
Number of employees in the marketing department
Founded
XXXX
Year the company was founded
Revenue
$XXX,XXX,XXX
Total revenue of the company
Total Funding
$XXX M
Total funding of the company
Market Cap
$XXX,XXX
Market cap of the company

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Contact

Company
SmartAsset
Headquarters
122 E 42nd St, Suite 4300, New York, NY 10168, US
Founded
2012
Languages
English
Industry
information technology & services

Technology Stack

Analytics & Tracking

Google AnalyticsGoogle Tag ManagerHeapAnalyticsYahoo Analytics

Social & Marketing

Facebook Custom AudiencesFacebook Login (Connect)Facebook WidgetGoogle AdSense+3 more

Database & Backend

Google Font API

Cloud & Infrastructure

Amazon AWS

Productivity

Not found

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