Funded Tech Companies


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

Company Overview

Company Name
Company Status
Private & Independent
Funding Rounds

Contact Information

Mailing Address
632 Bdwy.
New York, NY 10012
Email Address

Company Background Information

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.
SmartAsset LinkedIn Company Profile
Social Media
SmartAsset Company Twitter Account
Company News
SmartAsset News
SmartAsset on Facebook
SmartAsset on YouTube
Last Transaction

Financing History

Venture Equity
Venture Equity
Venture Equity
Venture Equity
Venture Equity
Venture Equity

Management Team

Email & Social
Chief Executive Officer
Michael Carvin
  Michael Carvin LinkedIn Profile  Michael Carvin Twitter Account  Michael Carvin News  Michael Carvin on Facebook
Chief Marketing Officer
Chris Taylor
  Chris Taylor LinkedIn Profile  Chris Taylor Twitter Account  Chris Taylor News  Chris Taylor on Facebook
Chief Technical Officer
Firoze Lafeer
  Firoze Lafeer LinkedIn Profile  Firoze Lafeer Twitter Account  Firoze Lafeer News  Firoze Lafeer on Facebook
Philip Camilleri
  Philip Camilleri LinkedIn Profile  Philip Camilleri Twitter Account  Philip Camilleri News  Philip Camilleri on Facebook
VP - Bus. Development
Mihir Apte
  Mihir Apte LinkedIn Profile  Mihir Apte Twitter Account  Mihir Apte News  Mihir Apte on Facebook
VP - Engineering
George Davies
  George Davies LinkedIn Profile  George Davies Twitter Account  George Davies News  George Davies on Facebook
VP - Engineering
Bryce McDonnell
  Bryce McDonnell LinkedIn Profile  Bryce McDonnell Twitter Account  Bryce McDonnell News  Bryce McDonnell on Facebook
VP - Finance
Thomas Malloy
  Thomas Malloy LinkedIn Profile  Thomas Malloy Twitter Account  Thomas Malloy News  Thomas Malloy on Facebook
VP - General Counsel
James Kennedy
  James Kennedy LinkedIn Profile  James Kennedy Twitter Account  James Kennedy News  James Kennedy on Facebook
VP - Human Resources
Nora Droste
  Nora Droste LinkedIn Profile  Nora Droste Twitter Account  Nora Droste News  Nora Droste on Facebook
VP - Marketing
Brian Bourque
  Brian Bourque LinkedIn Profile  Brian Bourque Twitter Account  Brian Bourque News  Brian Bourque on Facebook
VP - Product Management
William Evans
  William Evans LinkedIn Profile  William Evans Twitter Account  William Evans News  William Evans on Facebook
VP - Product Management
Aniket Gune
  Aniket Gune LinkedIn Profile  Aniket Gune Twitter Account  Aniket Gune News  Aniket Gune on Facebook
VP - Sales
Jason Baron
  Jason Baron LinkedIn Profile  Jason Baron Twitter Account  Jason Baron News  Jason Baron on Facebook
VP - Sales
David Frisone
  David Frisone LinkedIn Profile  David Frisone Twitter Account  David Frisone News  David Frisone on Facebook
VP - Sales
Suzanne McNamee
  Suzanne McNamee LinkedIn Profile  Suzanne McNamee Twitter Account  Suzanne McNamee News  Suzanne McNamee on Facebook

Company Investors




Browse more funded tech companies:

SmartAnalyst |


Share this article


About Our VC Transaction Database

This tech company profile is powered by, a leading provider of venture capital transaction data.


Additional Resources for Entrepreneurs

Lists of Venture Capital and Private Equity Firms

Franchise Opportunities


Business Glossary