SmartAsset
YC S12 ↗New York City, US · 210 employees · 10 known investors
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)
MC
Michael CarvininFounder/CEO
KF
Ken FisherExecutive Chairman and Co-Chief Investment Officer
Investors · 10
Contour Venture PartnersNew York · $500K – $2M
Evolution VC PartnersNew York
Javelin Venture PartnersSan Francisco · $500K – $4M
New York Life VenturesNew York
PROOFArlington
SWS Venture CapitalLos Angeles
TruStage VenturesMadison · $1M – $5M
Y CombinatorSan Francisco · $500K
Fitz Gate VenturesreportedHouston · $500K – $1M
TTV CapitalreportedAtlanta · $250K – $7M
In the news
- Job Application for Partner Development Manager at SmartAssetjob-boards.greenhouse.io · 2026
- SmartAsset Raises $110 Million in Series D Funding, Bringing its Valuation to Over $1 Billionbusinesswire.com · 2021
- SmartAsset rethinks financial advisory, and becomes a unicorn in the process – TechCrunchtechcrunch.com · 2021
- How SmartAsset is purging the stupid factor from robo-to-RIA referrals so it can triple prices, quadruple its closing rate and satisfy its VCs' biological clocks | RIABizriabiz.com · 2020