FinovateSpring 2014 / SmartAsset

Presenter Profile:

How they describe themselves: SmartAsset uses patent pending technology to provide personalized, automated answers to life’s biggest personal finance questions. Aggregating data from more than 130 sources and partners, SmartAsset is the Web’s first personal finance platform designed to empower people with the data and analytical tools they need to make significantly better financial decisions. SmartAsset currently helps people answer 79 questions on topics like home buying, going back to school, retirement planning and more. Founded in 2011, SmartAsset is based in New York and funded by Y Combinator, Javelin Venture Partners, North Bridge Venture Partners and many others.

How they describe their product/innovation: SmartAsset is launching its mobile application at FinovateSpring 2014. For Apple and Android, SmartAsset mobile users will have all of the functionality afforded by our web application at their fingertips.

Product Distribution Strategy: Direct to Consumer (B2C), Business to Business to Consumer (B2B2C), through financial institutions, through other fintech companies and platforms


Bus. Dev. & Sales: Michael Carvin, CEO,
Press: Michael Carvin, CEO, &
AJ Smith, Managing Editor,

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