SM

SmartAsset

YC S12

New York City, US · 210 employees · 6 known investors

smartasset.com ↗

Fisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.

Founders & leadership· Y Combinator alumni (S12)

Michael CarvininFounder/CEO

KF

Ken FisherExecutive Chairman and Co-Chief Investment Officer

Investors · 6

CO

Contour Venture PartnersNew York City

EV

Evolution VC Partners

JA

Javelin Venture PartnersSan Francisco · $500K – $4M

NE

New York Life VenturesNew York

PR

PROOFArlington

Y

Y CombinatorSan Francisco · $500K – $500K