SmartAsset Overview
Contact top employees from
SmartAsset
Summary
SmartAsset is a private company that has been in the industry for 15 years. The company currently specializes in the Computer Software, Fintech areas. The position of the Co-Founder & CEO is occupied by Michael Carvin. Its headquarters is located at New York, New York, USA. The number of employees ranges from 100 to 250. The annual revenue of SmartAsset varies between 100M and 500M. Total funding of the company - $167.3M. To connect with SmartAsset employee register on SignalHire.
SmartAsset industries
Computer Software
Headquarters Location
SmartAsset Employees Size
200-500 employees
Specialties
Financial Modelling, Personal Finance, Money, Financial Advisors, Retirement, Content, lead gen, client acquisition
SIC Code
6162
DMA Code
New York Metropolitan Area
Founded
2012
Estimated Annual Revenue
$100M - 500M
Operating Status
Independent Company
SmartAsset Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2008 | Privately Held | 25 - 100 | 5.1M | $6.9M | |
| 2009 | Privately Held | 500 - 1.0K | 297.2M | $159.3M | |
| 2018 | Privately Held | 25 - 100 | 3M | $15M | |
| 2006 | Privately Held | 25 - 100 | 12M | $43M | |
| 2007 | Privately Held | 250 - 500 | 25M | $690.5M | |
| 2004 | Privately Held | 25 - 100 | 6.2M | $0 | |
| 1995 | Privately Held | 25 - 100 | 82M | $0 | |
| 2009 | - | 100-200 | - | $- | |
| 2012 | - | 10-50 | - | $- | |
| 2010 | - | 200-500 | - | $- | |
| 2010 | - | 200-500 | - | $- | |
| 2010 | - | 10-50 | - | $- | |
| - | - | 500-1000 | - | $- |
SmartAsset Funding
By Q2 2021, SmartAsset has participated in at least 7 funding rounds and has raised a minimum of 162.1M. Funding increased noticeable in Q2 2021 — by 82.0M compared to the previous Q2 2018. SmartAsset raised the least in Q2 2012 at 690.0K, while the most successful funding round in Q2 2021 raised 110.0M.
Traffic on SmartAsset Company’s website
SmartAsset Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
3
SmartAsset
1
Visa
1
iHire
1
BatchData
1
dentsu
1
Cortex
Ex-employees switched to
B
2
Prudential Financial
B3
SmartAsset
B
1
True Link
B
1
Seated
B
1
CarGurus
B
1
Spreedly
Number of employees by department
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
SmartAsset
Sophia Goytia
Director, HR Business Partner
Luca Pernie
VP of Data Science and ML Engineering
Laurie Williams
Director of Compliance
Aamina Rahaman
Product Manager
Jennifer Evans
Sr. Product Manager, AI, LLM, & Machine Learning
Edward McTernan
Chief of Staff
Rachel Mawyer
Email Marketing Manager
Julian Muster
Senior Account Manager II, Enterprise Partnerships
sivaram challa
Principal Software Engineer
Peter Silvio
Chief Technology Officer
Bryan Vivona
Vice President, Sales & Account Management
Ashley Germanakos
Senior Account Executive
Durgesh Sukhtankar
Vice President of Engineering
Brittney Oberrender
Director of Product Management
Denisha Freeman
Director of Accounting & Financial Reporting
Amberleigh Packard
Customer Experience Specialist
Vanessa Widmann
Account Manager - (Financial Advisor Partnerships at SmartAsset)
Michael Henry
Sr. Software Architect
Vishal Dholakia
Product Manager
Daniele Jacobson
Senior Enterprise Account Executive
Mike Goldstein
Director Sales - Digital
Charles Nerbak
Manager of Business Development
Rebeca Valdez
Account Executive
Laura White
Senior Product Manager
Denise Reina
Sr. Manager of Paid Acquisition, Social
Drew Morrissey
Account Executive
