United States · Venture startup

Who invested in SmartAsset

6 rounds we have observed, with the 15 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Financial ServicesFintech

Valuation: $1.0B, Mar 2026Y Combinator: S12

Funding summaryUpdated 26 Oct 2026

$56Mraised across 6 rounds since 2012, from 6 sources

$900KDebt$1.5MSeed$5.2MSeries A$20MSeries B$28MSeries C
Latest round
VentureAug 2021
Biggest round
$28MSeries C · Jun 2018
Investors
15
See who backed them

The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

2014201620182020
$900KDebt$1.5MSeed$5.2MSeries A$20MSeries B$28MSeries C?Venture
First round
Debt, $900K
Aug 2012
Biggest round
$28M
Series C · Jun 2018
Usual gap between rounds
21 months
the median of 5

The rounds

  1. Aug 2021
    VentureAmount undisclosed2 new4 returning

    Source recorded

  2. Jun 2018
    Series C$28M4 new1 returning

    Reported by FinSMEs

  3. Sept 2016
    Series B$20M1 new

    Reported by Bizjournals

  4. Mar 2014
    Series A$5.2M2 new3 returning

    From a historical funding record

  5. Oct 2012
    Seed$1.5M4 new1 returning

    Reported by techcrunch.com

  6. Aug 2012
    Debt$900K2 new

    Reported by techcrunch.com

Founders and team

From SmartAsset's own website: 1 founder, 7 on the team.

Michael CarvinChief Executive Officer & Co-Founder
  • Bryan VivonaVice President of Sales & Account Management
  • Brian BourqueChief Marketing Officer
  • Dave JonesChief Financial Officer
  • Ed McTernanChief of Staff
  • Meghan LapidesChief People Officer
  • Peter SilvioChief Technology Officer
  • Roopesh VarierChief Data & AI Officer

Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

Debt2012Seed2012Series A2014Series B2016Series C2018Venture2021Quotidian VenturesJavelin Venture PartnersY CombinatorSV AngelTTV CapitalPeterson VenturesBrendan WallaceFJ LabsCitibankNorth Bridge Venture Partners & Growth Equity

Everyone who backed them

Quotidian VenturesVC firm3rounds
Javelin Venture PartnersVC firm3rounds
Y CombinatorAccelerator2rounds
SV AngelVC firm2rounds
TTV CapitalVC firm2rounds
Peterson VenturesVC firm2rounds
Brendan WallaceAngel2rounds
FJ LabsVC firm1round
CitibankGrowth equity1round
North Bridge Venture Partners & Growth EquityVC firm1round
Contour Venture PartnersVC firm1round
IA Capital GroupVC firm1round
Denis GroszAngel1round
IA CapitalInvestment firm1round
Focus Financialno record of our own yet1round

Missing a round, or an investor who was in one? Tell us.

Quick answers about SmartAsset

Who invested in SmartAsset?

SmartAsset's investors include Quotidian Ventures, Javelin Venture Partners, Y Combinator, SV Angel and TTV Capital, and 10 more on record.

How much has SmartAsset raised?

SmartAsset has raised $56M across 6 rounds since 2012. One round did not disclose an amount, so the total is a floor.

When did SmartAsset last raise?

SmartAsset's most recent round was a Venture in Aug 2021.

What was SmartAsset's biggest round?

SmartAsset's largest round on record is $28M (Series C), in Jun 2018.

Who backed SmartAsset first?

SmartAsset's first round on record, in Aug 2012, was backed by Y Combinator and Quotidian Ventures.

What stage is SmartAsset at?

SmartAsset's latest named round is a Venture, in Aug 2021.

Where is SmartAsset based?

SmartAsset is based in the United States.

Companies like SmartAsset

In the same sector, and raised in the last eighteen months.

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