Company profile: SmartAsset
1.1 - Company Overview
Company description
- Provider of consumer-focused financial information and tools, operating SmartAdvisor, a national marketplace that connects consumers with financial advisors. Offers an Advisor Match service, educational content, personalized financial calculators (including mortgage), retirement planning tools, an online brokerage comparison tool, and information on high-interest savings accounts.
Products and services
- Financial Calculators: Web-based tools enabling consumers to make informed financial decisions regarding taxes, home buying, banking, and more across SmartAsset’s personalized calculators and tools
- Advisor Match Service: National-scale service that connects consumers with financial advisors based on the consumer’s financial situation and preferences, operating within SmartAdvisor’s national marketplace
- Retirement Planning Tools: Personalized online resources engineered to simplify retirement planning with guides and calculators
Key contacts
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Financial details
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1.2 - Competitors and similar companies to SmartAsset
Live Capital
HQ: United States
Website
- Description: Provider of online small business financing and technology and consulting solutions that enable enterprises to make credit decisions and improve productivity. Offers the DecisionExpress product to automate credit or lease decision processes and integrate workflows.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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OnDeck
HQ: United States
Website
- Description: Provider of technology-enabled loan financing for small and medium-sized businesses, leveraging proprietary software to aggregate operational data and algorithmically determine loan eligibility. Founded in 2006 and based in New York City, United States.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full OnDeck company profile →
Orchard
HQ: United States
Website
- Description: Provider of a centralized marketplace and technology solutions that connect loan originators and institutional investors to explore, fund, buy, and sell loans, supported by a global network, high-quality data services, advanced analytics, and reporting.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Orchard company profile →
LeapPay
HQ: United States
Website
- Description: Provider of funding against account receivables and online invoice payment services, based in New York, New York.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full LeapPay company profile →
Newfi
HQ: United States
Website
- Description: Provider of mortgage lending solutions leveraging proprietary technology and product innovation. As a national lender, offers home purchase pre-approvals, refinance and home equity services, options for self-employed borrowers without tax returns, investment property financing, and free mortgage calculators, delivering more efficient and transparent transactions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Newfi company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for SmartAsset
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to SmartAsset
2.2 - Growth funds investing in similar companies to SmartAsset
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4 - Top valuation comps for SmartAsset
4.2 - Public trading comparable groups for SmartAsset
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