Avatar for SmartAsset

Financial modeling for personal finance

Financial modeling for personal finance

SmartAsset is a web app that helps the average person make important financial decisions. Our proprietary financial modeling technology allows us to provide automated, highly personalized advice for 24 significant life events. From buying a home to going back to school to family or retirement planning our platform models decisions and creates interactive, graphical advice on affordability, tax, financing alternatives and how your decisions affect your cash flow and net wealth.

Senior Software Engineer

Paid Social Specialist

Audience Growth Analyst

Senior Director Paid Acquisition

Web Conversion Optimization Analyst

Account Executive

Co-founder & CTO at @SmartAsset (YC S12). Founder @FoundersList.
Co-founder and CEO of @SmartAsset. Strong business, corporate finance background. Private Equity. Economic & Strategic Consulting. @Princeton University University.
Total raised


Funded over

4 rounds

Latest round

Series B (Sep 2016)