SmartAsset Connects Customers to Financial Advisors and Financial Products to Ensure their Financial Security.

The company’s platform offers financial modeling, a decision engine, and optimization tools like calculators and content, enabling users to make smart personal finance decisions regarding home buying, retirement, and taxes. SmartAsset is the third most capital efficient fintech startup to reach Unicorn ($1bb+) status. Founder and CEO Michael Carvin is one of three black Unicorn founders. Fitz Gate invested in the round alongside Javelin Ventures, NY Life, Transamerica, and IA Capital. Focus Financial (KKR) led the company’s $28M Series C round with participation by Citi Ventures, and Contour Venture Partners. TTV led the company’s $110M Series D round with participation by Northbridge Venture Partners, New York Life Ventures, Proof VC, and others.

Michael Carvin

Founder & CEO