Finance > Venture Deals Database > Venture Transactions Database > Monthly Deals (All) > September 2016 VC Transactions
SmartAsset

Tech Company Financing Transactions

SmartAsset Funding Round

On 9/9/2016, SmartAsset raised $12 million in Series B funding from IA Capital Group, Contour Venture Partners and private investors.

Transaction Overview

Company Name

SmartAsset

Announced On

9/9/2016

Transaction Type

Venture Equity

Amount

$12,000,000

Round

Series B

Investors

IA Capital Group (Lead Investor) (Andrew Lerner)

Contour Venture Partners

private investors (Thomas Evans)

Javelin Venture Partners (Jed Katz)

New York Life Capital Partners

Transamerica Ventures

TTV Capital (Mark Johnson)

Proceeds Purpose

The company will use the new funding to grow the team, expand the capability of its proprietary Automated Financial Modeling ("AFM") platform and grow Captivate -- the company's recently launched solution for publishers.

Company Information

Company Status

Private & Independent

Industry

FinTech

Mailing Address

632 Bdwy.
New York, NY 10012
USA

Phone

Undisclosed

Website

www.smartasset.com

Email Address

[email protected]

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

Social Media

Company News

Facebook

YouTube

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

Browse more venture capital transactions:

Prev: 9/9/2016: Agrivida venture capital transaction
Next: 9/9/2016: Ledge venture capital transaction

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Our team works diligently to report on all VC transactions involving tech companies. VC investment data records on this site are sourced from news reports and company announcements. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.

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