Growth Stage

Helping people make smart financial decisions.

Helping people make smart financial decisions.


Funding data not publicly available


Start Date


Close Date


Min. Goal
Max. Goal
Min. Investment


Security Type

Equity - Common

SEC Filing Type

RegD 506(c)

Pre-Money Valuation


Year Founded



Financial & Insurance Products & Services

Tech Sector



New York, New York

SmartAsset, with a valuation of $1 billion, is raising funds on OurCrowd through Reg D 506(c) raise. It is a tech-enabled wealth management marketplace that connects high net worth individuals to financial advisors. The platform helps users find vetted financial advisors in an easy and convenient way and empowers people to decide which advisor is right for their financial situation. Many large wealth management groups, including Fisher, Schwab, and Edward Jones, use SmartAsset. Michael Carvin and Phillip Camilleri founded SmartAsset in 2020. The current crowdfunding campaign has a minimum target of $10,000 and a maximum target of $2,240,000. The campaign proceeds will be used for growth and expansion.
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SmartAsset on OurCrowd 2021
Platform: OurCrowd
Security Type: Equity - Common
Valuation: $1,000,000,000

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Warning: according to the close date for this deal, SmartAsset may no longer be accepting investments.

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