# SmartAsset funding: rounds and investors

> SmartAsset has raised $56M across 6 rounds since 2012. Investors include Quotidian Ventures, Javelin Venture Partners and Y Combinator.

Source: https://millionrounds.com/company/smartasset (Millionrounds; every figure on the page links to its filing or article)

United States · [Venture startup](https://millionrounds.com/companies)

# 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 Services Fintech

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

Funding summary Updated 26 Oct 2026

**$56M** raised across 6 rounds since 2012, from 6 sources

**$900K** Debt **$1.5M** Seed **$5.2M** Series A **$20M** Series B **$28M** Series C

- **Latest round:** Venture Aug 2021
- **Biggest round:** $28M Series 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.

2014 2016 2018 2020

**$900K** Debt

**$1.5M** Seed

**$5.2M** Series A

**$20M** Series B

**$28M** Series C

**?** Venture

- **First round:** Debt, $900K
- **Biggest round:** $28M
- **Usual gap between rounds:** 21 months

## The rounds

- **Aug 2021** Venture **Amount undisclosed** *2 new* *4 returning* [Y Combinator](https://millionrounds.com/fund/y-combinator) [SV Angel](https://millionrounds.com/fund/sv-angel) [FJ Labs](https://millionrounds.com/fund/fj-labs) [Contour Venture Partners](https://millionrounds.com/fund/contour-venture-partners) [TTV Capital](https://millionrounds.com/fund/ttv-capital) [Peterson Ventures](https://millionrounds.com/fund/peterson-ventures) Source recorded
- **Jun 2018** Series C **$28M** *4 new* *1 returning* [Citibank](https://millionrounds.com/fund/citi) [TTV Capital](https://millionrounds.com/fund/ttv-capital) [Javelin Venture Partners](https://millionrounds.com/fund/javelin-venture-partners) [IA Capital](https://millionrounds.com/fund/ia-capital) Focus Financial Reported by FinSMEs
- **Sept 2016** Series B **$20M** *1 new* [IA Capital Group](https://millionrounds.com/fund/ia-capital-group) Reported by Bizjournals
- **Mar 2014** Series A **$5.2M** *2 new* *3 returning* [SV Angel](https://millionrounds.com/fund/sv-angel) [Quotidian Ventures](https://millionrounds.com/fund/quotidian-ventures) [Javelin Venture Partners](https://millionrounds.com/fund/javelin-venture-partners) [Brendan Wallace](https://millionrounds.com/fund/brendan-wallace) [Denis Grosz](https://millionrounds.com/fund/denis-grosz) From a historical funding record
- **Oct 2012** Seed **$1.5M** *4 new* *1 returning* [North Bridge Venture Partners & Growth Equity](https://millionrounds.com/fund/north-bridge-venture-partners-and-growth-equity) [Quotidian Ventures](https://millionrounds.com/fund/quotidian-ventures) [Peterson Ventures](https://millionrounds.com/fund/peterson-ventures) [Javelin Venture Partners](https://millionrounds.com/fund/javelin-venture-partners) [Brendan Wallace](https://millionrounds.com/fund/brendan-wallace) Reported by techcrunch.com
- **Aug 2012** Debt **$900K** *2 new* [Y Combinator](https://millionrounds.com/fund/y-combinator) [Quotidian Ventures](https://millionrounds.com/fund/quotidian-ventures) Reported by techcrunch.com

## Founders and team

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

**Michael Carvin** Chief Executive Officer & Co-Founder

- **Bryan Vivona** Vice President of Sales & Account Management
- **Brian Bourque** Chief Marketing Officer
- **Dave Jones** Chief Financial Officer
- **Ed McTernan** Chief of Staff
- **Meghan Lapides** Chief People Officer
- **Peter Silvio** Chief Technology Officer
- **Roopesh Varier** Chief 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.

**Debt** 2012 **Seed** 2012 **Series A** 2014 **Series B** 2016 **Series C** 2018 **Venture** 2021 [Quotidian Ventures](https://millionrounds.com/fund/quotidian-ventures) [Javelin Venture Partners](https://millionrounds.com/fund/javelin-venture-partners) [Y Combinator](https://millionrounds.com/fund/y-combinator) [SV Angel](https://millionrounds.com/fund/sv-angel) [TTV Capital](https://millionrounds.com/fund/ttv-capital) [Peterson Ventures](https://millionrounds.com/fund/peterson-ventures) [Brendan Wallace](https://millionrounds.com/fund/brendan-wallace) [FJ Labs](https://millionrounds.com/fund/fj-labs) [Citibank](https://millionrounds.com/fund/citi) [North Bridge Venture Partners & Growth Equity](https://millionrounds.com/fund/north-bridge-venture-partners-and-growth-equity)

## Everyone who backed them

[Quotidian Ventures](https://millionrounds.com/fund/quotidian-ventures) VC firm **3** rounds

[Javelin Venture Partners](https://millionrounds.com/fund/javelin-venture-partners) VC firm **3** rounds

[Y Combinator](https://millionrounds.com/fund/y-combinator) Accelerator **2** rounds

[SV Angel](https://millionrounds.com/fund/sv-angel) VC firm **2** rounds

[TTV Capital](https://millionrounds.com/fund/ttv-capital) VC firm **2** rounds

[Peterson Ventures](https://millionrounds.com/fund/peterson-ventures) VC firm **2** rounds

[Brendan Wallace](https://millionrounds.com/fund/brendan-wallace) Angel **2** rounds

[FJ Labs](https://millionrounds.com/fund/fj-labs) VC firm **1** round

[Citibank](https://millionrounds.com/fund/citi) Growth equity **1** round

[North Bridge Venture Partners & Growth Equity](https://millionrounds.com/fund/north-bridge-venture-partners-and-growth-equity) VC firm **1** round

[Contour Venture Partners](https://millionrounds.com/fund/contour-venture-partners) VC firm **1** round

[IA Capital Group](https://millionrounds.com/fund/ia-capital-group) VC firm **1** round

[Denis Grosz](https://millionrounds.com/fund/denis-grosz) Angel **1** round

[IA Capital](https://millionrounds.com/fund/ia-capital) Investment firm **1** round

Focus Financial no record of our own yet **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=smartasset).

## 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.

[**Kalshi** $2.7B · Oct 2026](https://millionrounds.com/company/kalshi)[**xPay** $1.5M · Oct 2026](https://millionrounds.com/company/xpay)[**STRIVE** $1.3B · Oct 2026](https://millionrounds.com/company/strive)[**Coast** $77M · Oct 2026](https://millionrounds.com/company/coast)[**Whop** $400M · Oct 2026](https://millionrounds.com/company/whop)[**CapitalOS** $52M · Oct 2026](https://millionrounds.com/company/capitalos)

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