This profile has not been claimed and data may not be accurate.
84th percentile
YC S12 founder and CEO who built SmartAsset into a fintech unicorn
Credibility
GTM / Distribution · 88th percentile
- smartasset.com ranks #4,814 on the Majestic Million (global domain prominence).
Relationship Matrix
Most Complimentary
Founder score
- 98%Probability of being accurate (98%)Current founder and CEO of SmartAsset, founded in 2011 and still active.
- 98%Probability of being accurate (98%)SmartAsset participated in Y Combinator's Summer 2012 (S12) cohort.
- 97%Probability of being accurate (97%)SmartAsset raised $63.1M per SEC Form D filing by Financial Insight Technology, Inc.
- 95%Probability of being accurate (95%)smartasset.com ranks #4,814 on the Majestic Million (global domain prominence).
- 95%Probability of being accurate (95%)SmartAsset was co-founded by Michael Carvin and Philip Camilleri.
- 90%Probability of being accurate (90%)SmartAsset raised $110M in a Series D round, reaching a unicorn valuation.
What you likely need
You're at a pivotal pre-exit inflection point after 14+ years building SmartAsset into a fintech unicorn, and the right rooms can accelerate everything from IPO readiness to CRO hiring. Festival events that put you in front of late-stage investment bankers, YC S12-adjacent fintech founders, and marketplace-scaling operators will move the needle fastest. You'd also benefit from intentional off-site formats designed for long-tenure CEOs navigating the emotional and strategic complexity of a potential liquidity event.
Would you attend these IRL Festival events?
We will tune and customize your Founder Festival experience to make sure you get invited to the events that would be most valuable to you.
- fundraisingA late-stage founder dinner with fintech unicorn CEOs who've recently engaged Goldman, Morgan Stanley, or Evercore for IPO readiness assessments — to compare banker shortlists and public-market narrative framing
- introsA YC S12 and adjacent cohort founder dinner focused on fintech and HR-tech distribution partnerships, where SmartAsset's advisor-matching marketplace can be pressure-tested as an enterprise integration layer
- fundraisingA closed-door roundtable with late-stage CFOs and secondary market specialists from Forge, Nasdaq Private Market, and Carta to map out employee and early-investor liquidity structures ahead of a public exit
- hiringA happy hour for marketplace-model operators and revenue leaders from companies like Thumbtack, NerdWallet, and LendingTree to surface CRO candidates with advisor-side growth motion experience
- tacticalA tactical dinner with founders and GTM leads who've successfully sold SaaS or lead-gen products into RIAs managing $500M–$2B AUM, to sharpen SmartAsset AMP's conversion playbook for that specific segment
- positioningA positioning roundtable with fintech content strategists and editorial leaders from NerdWallet, Bankrate, and Morning Brew to stress-test SmartAsset's pivot from lead-gen marketplace to authoritative personal-finance decision engine
- wellbeingA curated half-day off-site for founders 10+ years into building their companies — including CEOs from Qualtrics, Calendly, and Carta vintage — focused on pre-exit strategic clarity and avoiding burnout in the final mile