Funded Tech Companies

SmartAsset

SmartAsset, based in New York, received equity investments from CMFG Ventures, Citi Ventures and New York Life Capital Partners.

Company Overview

Contact Information

Company Background Information

Overview

Buying a home, planning for retirement or going back to school? Our powerful financial modeling technology will show you the strategy that is right for you, allow you to compare alternatives and walk you through complicated decisions, step by step. At SmartAsset, we believe that financial tools should be straightforward, interactive and easy to use.

Profile

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Last Transaction

6/25/2021

Financing History

Management Team

Title

Name

Email & Social

Chief Executive Officer

Michael Carvin

        

Chief Marketing Officer

Chris Taylor

        

Chief Technical Officer

Firoze Lafeer

        

Co-Founder

Philip Camilleri

        

VP - Bus. Development

Mihir Apte

        

VP - Engineering

George Davies

        

VP - Engineering

Bryce McDonnell

        

VP - Finance

Thomas Malloy

        

VP - General Counsel

James Kennedy

        

VP - Human Resources

Nora Droste

        

VP - Marketing

Brian Bourque

        

VP - Product Management

William Evans

        

VP - Product Management

Aniket Gune

        

VP - Sales

Jason Baron

        

VP - Sales

David Frisone

        

VP - Sales

Suzanne McNamee

        

Company Investors

• CMFG Ventures
• Citi Ventures
• New York Life Capital Partners
• North Bridge Venture Partners
• TTV Capital (Mark Johnson)
• Javelin Venture Partners (Jed Katz)
• Contour Venture Partners
• IA Capital Group (Andrew Lerner)
• Focus Financial Partners
• Private Investors (Fabrice Grinda)
• Transamerica Ventures
• Private Investors (Thomas Evans)
• SV Angel
• Private Investors (Brendan Wallace)
• Private Investors (Denis Grosz)
• Quotidian Ventures
• Y Combinator

Browse more funded tech companies:

SmartAnalyst | SmartAssist.io

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