SmartAsset
Growth Stage
Helping people make smart financial decisions.
Overview
Platform
OurCrowd
Start Date
06/06/2021
Close Date
06/25/2021
Min. Goal
$10,000
Max. Goal
$2,240,000
Min. Investment
$10,000
Security Type
Equity - Common
SEC Filing Type
RegD 506(c)
Pre-Money Valuation
$1,000,000,000
Year Founded
2020
Industry
Financial & Insurance Products & Services
Tech Sector
Fintech
Location
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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