SmartAsset Revenue, Valuation, Funding & Investors

ClearScore is a personal finance platform that gives consumers free access to their credit scores and reports alongside a marketplace of credit cards, loans, and other financial products matched to their profile. Founded in 2015 and led by Justin Basini, the London-based company has grown to serve tens of millions of customers across multiple continents, including expansions into South Africa. It has broadened its offering over time from unsecured credit broking into mortgages, secured lending, and open-banking-powered budgeting tools.

Finatext Holdings Ltd is engaged in providing cloud native infrastructure for wealthmanagement/insurance providers, and support data analysis development.

Ellevest is a New York-headquartered digital investment manager catering to women through goal-oriented portfolios. Founded in 2014, it administers IRAs, checking accounts, and managed funds via ETFs in equities, fixed income, and real assets. The platform delivers personalized forecasts, automated deposits, and withdrawal planning adapted to career interruptions and extended lifespans. Ellevest serves individual clients seeking fiduciary-guided financial strategies.

CargoX provides road freight and related logistics services to businesses in Brazil. Its offering combines full-truckload transportation management, carrier coordination and technology for monitoring shipments and administering transport operations. Customers can use dedicated freight teams, automated transport documentation and analytical tools to plan and manage their logistics networks. The company also offers financial solutions associated with freight activity, including payment arrangements and access to working capital through its commercial services. Its logistics programs seek to reduce empty journeys and improve coordination between shippers and transport providers. CargoX operates from São Paulo and forms part of the broader Frete.com group, alongside other freight technology businesses. Its services address companies moving goods by road and seeking visibility, risk management and operational support across the shipment process. The CargoX operating brand maintains its own dedicated website and customer-facing services.

Dune Analytics is an Oslo-headquartered platform for querying and visualizing Ethereum blockchain data. Users create SQL-based dashboards tracking DeFi protocols, NFT volumes, and wallet activities on Dune's public query engine. The service supports Polygon and Optimism networks alongside Ethereum mainnet. Launched in 2018, Dune Analytics powers analytics for projects like Uniswap and Aave with community-contributed queries exceeding 100,000.

Farther is a New York-headquartered wealth management firm founded in 2019 that integrates financial advisors with proprietary technology platforms. It serves high-net-worth professionals through holistic services covering investments, tax strategies, and estate planning. Advisors leverage analytics tools for customized recommendations, backed by investments from Sequoia Capital and other prominent venture firms. Farther operates nationwide with a focus on efficiency and personalized elite experiences for complex financial needs.

Fumi Technology is a Shenzhen-based software developer providing trading platforms and market data tools to Chinese financial entities. Established in 2016, it supports real-time analytics and brokerage interfaces as a third-party provider to platforms like Webull's China operations.

Gauntlet is a Chicago-based risk management platform for DeFi protocols, blockchains, and on-chain treasuries. The company models economic incentives, simulates stress scenarios, and optimizes parameters like liquidation thresholds and borrow limits. Gauntlet serves clients including Aave, Compound, and major layer-1 networks to enhance capital efficiency and protocol resilience.

Healthcare.com is an online marketplace that connects U.S. consumers with individual health insurance and Medicare plans through a comparison shopping platform. The company markets Pivot Health, a direct-to-consumer line featuring short-term medical, dental, vision, and supplemental insurance products. New York City-headquartered since its 2014 founding, Healthcare.com has secured backing from PeopleFund and executives of Booking Holdings. It has appeared five times on the Inc. 5000 list recognizing America's fastest-growing private companies. The platform processes enrollments for thousands of plans from major carriers like UnitedHealthcare and Aetna.

LMAX Group is a London-headquartered financial technology firm operating electronic trading venues for FX, metals, and cryptocurrencies. Its LMAX Exchange processes over $20 billion daily notional value with centralized limit order book matching. Regulated by FCA, the group serves institutional traders globally from data centers in New York, Tokyo, and Singapore.

Omio is a Berlin-headquartered travel search engine comparing trains, buses, flights, and ferries across Europe and North America. Founded in 2013, the platform aggregates schedules from operators like Deutsche Bahn, FlixBus, Ryanair, and Amtrak, displaying total journey times including transfers. Users book directly with providers or via Omio for 24/7 support. Available in 28 languages, it serves 20 million annual searches with mobile apps.

The Zebra is an Austin-based online insurance comparison platform that aggregates quotes for auto, home, renters, and motorcycle policies from carriers like Progressive and Geico. Users enter details once to receive side-by-side rates and coverage details, with educational content on deductibles and discounts. Launched in 2012, it processes millions of quotes annually and partners with agents for personalized advice.

Touzhijia.com is a Shanghai-based online wealth management platform offering P2P lending and investment services. Users access fixed-income products, insurance-linked plans, and private equity opportunities through its app and website. The platform emphasizes risk assessment tools and regulatory compliance to connect individual investors with borrowing enterprises across China.

Beijing Zhidemai Technology Co Ltd is a shopping portal that integrates shopping guide, media, tools and community attributes. It introduces high-quality and consumer-oriented content to users with high-quality, good-quality products and services, providing users with high efficiency, precision and neutrality.

QuinStreet Inc focuses on marketplaces and technologies for the financial services and home services industries. It delivers measurable and cost-effective marketing results to its clients, in the form of qualified inquiries such as clicks, leads, calls, applications, or customers. It generates revenue by delivering measurable online marketing results to the clients. Its products and services are Customer Acquisition, QuinStreet Rating Platform (QRP), and CloudControlMedia. Geographically, it operates in United States and Internationally, of which maximum revenue is derived from United States.

Bravura Solutions Ltd is engaged in the development, licensing and maintenance of specialized administration and management software applications as well as the provision of professional consulting services. It has two operating segments: Wealth Management and Funds Administration. The company generates maximum revenue from the Wealth Management segment. Wealth Management segment platforms provide end-to-end processing to support all back-office functions relating to the daily management of superannuation, pensions, life insurance, investment, private wealth and portfolio administration. Geographically, it derives a majority of revenue from Australia and also has a presence in the UK, New Zealand, and Other Countries.