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SmartAsset (YC S12) — Marketplace connecting consumers to financial advisors

SmartAsset is an online destination for consumer-focused financial information and advice. Reaching approximately 59 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions.

SmartAsset is a Y Combinator company in the Summer 2012 batch. Its directory entry describes it as: Marketplace connecting consumers to financial advisors. The founder listed is Michael Carvin (Founder/CEO) (Y Combinator directory entry, May 4, 2012).

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SmartAsset

New accelerator entry · 2012-05-04 · the record

Summer 2012
batch
210
people
Growth
stage
United States of America
region
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What the record says

BatchSummer 2012
Announced2012-05-04
StageGrowth
StatusActive
Team size210
IndustryFintech
Sub-industryFintech -> Consumer Finance
SectorsFintech, Marketplace
RegionsUnited States of America, America / Canada, Remote, Fully Remote
BasedAustin, TX, USA; Remote
HiringNo
Sitehttp://smartasset.com

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Also in YC Summer 2012

Same batch, Fintech first.

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In their words

SmartAsset is an online destination for consumer-focused financial information and advice. Reaching approximately 59 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Additionally, SmartAsset powers SmartAsset AMP, a national marketplace connecting consumers to financial advisors. Building on SmartAsset’s relationship with millions of investors, SmartAsset AMP connects financial advisors directly with prospects who meet their target client profile. Our algorithm matches consumers with up to three fiduciary financial advisors. In 2023, SmartAsset helped advisors close an estimated $34 billion.

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Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News

A Full Report on SmartAsset: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on SmartAsset covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    1 cited source found

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SmartAsset: Accepted into Y Combinator Summer 2012
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Permanent URL: https://mentionfox.com/funding/yc-smartasset
Last updated 2026-10-29
Primary record: Y Combinator directory entry
SmartAsset (YC S12) — Marketplace connecting consumers to financial advisors. MentionFox, 2026-10-29. https://mentionfox.com/funding/yc-smartasset