# Michael Carvin

> Michael Carvin is the co-founder and CEO of SmartAsset. A Princeton economics graduate with a private-equity background, he began developing the business after building a model to evaluate his own home purchase. He has led its expansion into financial education, personalized tools and a marketplace connecting consumers with fiduciary financial advisors.

- **Role:** Co-founder and CEO at SmartAsset
- **Organizations:** SmartAsset, Altima Partners, Leucadia National Corporation
- **Education:** AB in Economics, Princeton University
- **Known for:** Co-founded SmartAsset with Philip Camilleri., Led the company through a $110 million Series D round in June 2021 at a valuation above $1 billion., EY Entrepreneur Of The Year 2021 New York award winner.

## Career timeline

- **2004** — Graduated from Princeton University.
- **2006-2007** — Worked as an analyst at Leucadia National Corporation.
- **2007-2011** — Worked as a senior associate at Altima Partners.
- **2010** — Built an Excel model while evaluating his first home purchase, an origin of SmartAsset.
- **2012** — SmartAsset participated in Y Combinator Summer 2012 and publicly launched its homebuying tools.
- **2021** — Led SmartAsset through a $110 million Series D financing at a valuation above $1 billion; won EY Entrepreneur Of The Year 2021 New York.
- **2024** — SmartAsset launched its Advisor Marketing Platform in March.
- **2025** — SmartAsset introduced the Financial Advisor Value Calculator in June.
- **2026** — Hosted an Advisor Success Series conversation with Melissa Day.

## Achievements

- Co-founded SmartAsset with Philip Camilleri.
- Led the company through a $110 million Series D round in June 2021 at a valuation above $1 billion.
- EY Entrepreneur Of The Year 2021 New York award winner.
- Named among The Financial Technology Report’s Top 50 Financial Technology CEOs in 2020 and 2021.

## Latest updates

- **2026-04** — Appeared with Melissa Day in SmartAsset’s Advisor Success Series; the company’s YouTube interview was published April 7.
- **2025-06** — SmartAsset launched its Financial Advisor Value Calculator on June 5.
- **2025-03** — SmartAsset reported that AMP had delivered over 89,000 referrals since its March 2024 launch.

## Links

- Website: https://smartasset.com
- LinkedIn: https://www.linkedin.com/in/michael-carvin-5315692a
- Instagram: https://www.instagram.com/michaelcarvin/

---

Profile page: https://yespress.io/michael-carvin
Published by YesPress — https://yespress.io
Last updated: 2026-10-22
