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SmartAsset Stock and Valuation

Year Founded
New York, New York

SmartAsset Valuation Estimate

Based on UpMarket valuation model
$730.22 million

SmartAsset Valuation as of Last Funding Round

As of 08/05/21, according to PitchBook Data, Inc.
$1.00 billion

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SmartAsset Company Overview

SmartAsset is a financial technology company providing tools to enable users to make informed decisions about personal finance. The company produces articles, guidelines, reviews, calculators, and tools to assist consumers in making personal financial decisions. SmartAsset also runs SmartAdvisor, a digital platform that links people with financial experts. SmartAsset was named to the Inc. 5000 list of the fastest-growing private companies in 2021.

SmartAsset Valuation History

SmartAsset Stock Price

The stock price of SmartAsset can be calculated by taking the valuation of the company divided by the number of shares outstanding. Because a private company can issue new shares at any time, we do not know the current number of shares outstanding.

For illustrative purposes, however, assuming SmartAsset has issued 250 million shares, at the estimated UpMarket valuation of $730.22 million, each share of SmartAsset stock would be worth $2.92.

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If you would like to buy shares in SmartAsset, please provide your information in the form at the top of this page and click the button titled “I want to buy this stock.”

One of our investor relations team members will contact you to discuss SmartAsset stock availability. Note: inquiries are non-binding and shares may only be purchased by accredited investors that meet all eligibility criteria.

UpMarket has offered many similar companies as Pre-IPO investments, including Airbnb, SpaceX, ByteDance, Plaid, Kraken, Databricks, and others. UpMarket also often has funds available that invest in a portfolio of companies potentially including, SmartAsset as well.

SmartAsset Management

Name Position
Michael Carvin CEO
Chris Taylor CMO
Dave Frisone CRO

SmartAsset Investors

Y Combinator

SV Angel

FJ Labs

Sand Hill Angels

Evolution VC Partners

Citi Ventures


TTV Capital

SmartAsset Related Companies

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