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In mid August, SmartAsset was named to the Inc. 5000 list of the fastest-growing private companies in 2021! At No. 561, SmartAsset ranks within the top 11% on the 2021 Inc. 5000 list, which represents a unique look at the most successful companies within the American economy’s most dynamic segment — its independent small businesses. The Inc. 5000 accolade comes on the heels of SmartAsset’s $110 million Series D funding announcement, which values the company at more than $1 billion. Additionally, SmartAsset’s Founder and CEO, Michael Carvin, is a New York winner for EY’s Entrepreneur Of The Year® 2021 award -- the most prestigious recognition for entrepreneurs and leaders of high-growth companies.
In late June 2021 we have raised $110 million in Series D funding at a valuation of more than $1 billion! With a reach of 75 million consumers monthly, we’ve grown our independent marketplace that connects consumers to financial advisors across America. This news reflects the strength of the business and our investor’s confidence in the future of SmartAsset. A big thanks to the growing group of dedicated Assets, investors, users and advisor partners who helped make this unicorn status possible!
Live Connections - exclusively on our SmartAdvisor platform - is a finalist for the 'Best Wealth Management Solution' at the 2020 Finovate Awards! Finovate's 'Best Wealth Management Solution' will recognize an excellent new solution that gives consumers more control over their future wealth and help them meet long-term financial goals. This nomination for Live Connections comes on the heels of SmartAsset being recognized by Forbes as one of America's Best Startup Employers in 2020 and its CEO, Michael Carvin, being named one of the Top 50 Financial Technology CEOs of 2020 by The Financial Technology Report. Our official press release is linked below.