- conflicts or gaps
- [[{"field": {"value": "founded_year", "source_urls": ["https://techcrunch.com/2021/06/24/smartasset-rethinks-financial-advisory-and-becomes-a-unicorn-in-the-process/", "https://founderslist.com/about", "https://www.linkedin.com/company/smartasset-com"]}, "conflict": {"value": "Most primary sources cite 2012 founding; co-founder Philip Camilleri says he cofounded SmartAsset in late 2010 and LinkedIn lists company founded 2010", "source_urls": ["https://founderslist.com/about", "https://www.linkedin.com/company/smartasset-com", "https://techcrunch.com/2021/06/24/smartasset-rethinks-financial-advisory-and-becomes-a-unicorn-in-the-process/"]}}, {"field": {"value": "founders", "source_urls": ["https://www.ycombinator.com/companies/smartasset", "https://www.crunchbase.com/organization/smartasset"]}, "conflict": {"value": "YC company page lists only Michael Carvin (duplicated entry) and omits co-founder Philip Camilleri; Crunchbase and 2018 YC blog list both founders", "source_urls": ["https://www.ycombinator.com/companies/smartasset", "https://www.crunchbase.com/organization/smartasset", "https://www.ycombinator.com/blog/qa-with-michael-carvin-cofounder-of-smartasset"]}}, {"field": {"value": "employee_count", "source_urls": ["https://www.ycombinator.com/companies/smartasset", "https://tracxn.com/d/companies/smartasset/__a4fOZd6omHudfvtn9w2hj0b6scwk9V4VWfYwaE_IfqE", "https://www.linkedin.com/company/smartasset-com"]}, "conflict": {"value": "Headcount varies by source and date: YC 210, Tracxn 278 (Mar 2026), LinkedIn 218, GetLatka 282 (Dec 2025); no audited current figure", "source_urls": ["https://www.ycombinator.com/companies/smartasset", "https://tracxn.com/d/companies/smartasset/__a4fOZd6omHudfvtn9w2hj0b6scwk9V4VWfYwaE_IfqE", "https://getlatka.com/companies/smartasset.com"]}}, {"field": {"value": "monthly_reach", "source_urls": ["https://www.ycombinator.com/companies/smartasset", "https://www.smartasset.com/about", "https://techcrunch.com/2021/06/24/smartasset-rethinks-financial-advisory-and-becomes-a-unicorn-in-the-process/"]}, "conflict": {"value": "Monthly audience cited as ~59M (YC Jan 2024), ~75M (2021 job posting), ~100M (TechCrunch 2021), and ~23M average on owned channels (SmartAsset about page 2025); metrics use different definitions and time periods", "source_urls": ["https://www.ycombinator.com/companies/smartasset", "https://www.smartasset.com/about", "https://techcrunch.com/2021/06/24/smartasset-rethinks-financial-advisory-and-becomes-a-unicorn-in-the-process/"]}}, {"field": {"value": "funding.total_raised_usd", "source_urls": ["https://techcrunch.com/2021/06/24/smartasset-rethinks-financial-advisory-and-becomes-a-unicorn-in-the-process/", "https://forgeglobal.com/smartasset_ipo/", "https://getlatka.com/companies/smartasset.com"]}, "conflict": {"value": "Total funding reported as ~$161M (TechCrunch/Crunchbase/Forge $161.19MM) vs $157.6M (GetLatka); Series D press release says $110M vs Forge $113.35MM", "source_urls": ["https://techcrunch.com/2021/06/24/smartasset-rethinks-financial-advisory-and-becomes-a-unicorn-in-the-process/", "https://forgeglobal.com/smartasset_ipo/", "https://getlatka.com/companies/smartasset.com"]}}, {"field": {"value": "revenue_arr", "source_urls": ["https://www.businesswire.com/news/home/20210624005332/en/SmartAsset-Raises-%24110-Million-in-Series-D-Funding-Bringing-its-Valuation-to-Over-%241-Billion", "https://getlatka.com/companies/smartasset.com"]}, "gap": {"value": "Company said it was on cusp of $100M ARR at Series D (Jun 2021); GetLatka claims $200M ARR in 2024 without primary-source confirmation; no audited financials public", "source_urls": ["https://www.businesswire.com/news/home/20210624005332/en/SmartAsset-Raises-%24110-Million-in-Series-D-Funding-Bringing-its-Valuation-to-Over-%241-Billion", "https://getlatka.com/companies/smartasset.com"]}}, {"field": {"value": "advisor_aum_closed", "source_urls": ["https://www.ycombinator.com/companies/smartasset", "https://www.smartasset.com/about"]}, "conflict": {"value": "Company-reported estimated AUM closed from advisor referrals: ~$34B in 2023 (YC), ~$30B in 2024 (about page), ~$33B in 2025 (about page); figures are modeled estimates not audited", "source_urls": ["https://www.ycombinator.com/companies/smartasset", "https://www.smartasset.com/about"]}}, {"field": {"value": "cto_leadership", "source_urls": ["https://www.smartasset.com/about", "https://finovate.com/smartasset-secures-unicorn-status-with-110-million-investment/", "https://www.prnewswire.com/news-releases/smartasset-acquires-deftsales-301800865.html"]}, "conflict": {"value": "Co-founder Philip Camilleri was original CTO (departed Jan 2019); Finovate 2021 names Firoze Lafeer as CTO; current about page lists Peter Silvio as CTO (joined post-2021)", "source_urls": ["https://www.linkedin.com/in/philipcamilleri", "https://finovate.com/smartasset-secures-unicorn-status-with-110-million-investment/", "https://www.smartasset.com/about"]}}]]
- source urls
- ["https://equityzen.com/company/smartasset/", "https://finovate.com/smartasset-acquires-deftsales-to-help-advisors-grow-their-practices/", "https://finovate.com/smartasset-secures-unicorn-status-with-110-million-investment/", "https://forgeglobal.com/smartasset_ipo/", "https://founderslist.com/@pjc", "https://founderslist.com/about", "https://getamp.smartasset.com/review-page", "https://getlatka.com/companies/smartasset.com", "https://getleads.smartasset.com/learn-more_deft/", "https://mastermind.fm/philip-camilleri-smartasset-com-founderslist-com/", "https://people.equilar.com/bio/org/financial-insight-technology-inc/4299131", "https://smartadvisormatch.prod.smartasset.com/", "https://techcrunch.com/2021/06/24/smartasset-rethinks-financial-advisory-and-becomes-a-unicorn-in-the-process/", "https://tracxn.com/d/companies/smartasset/__a4fOZd6omHudfvtn9w2hj0b6scwk9V4VWfYwaE_IfqE", "https://www.businesswire.com/news/home/20210624005332/en/SmartAsset-Raises-%24110-Million-in-Series-D-Funding-Bringing-its-Valuation-to-Over-%241-Billion", "https://www.crunchbase.com/organization/smartasset", "https://www.finsmes.com/2023/04/smartasset-buys-deftsales.html", "https://www.linkedin.com/company/smartasset-com", "https://www.linkedin.com/in/philipcamilleri", "https://www.nasdaqprivatemarket.com/company/smartasset/", "https://www.prnewswire.com/news-releases/smartasset-acquires-deftsales-301800865.html", "https://www.smartasset.com/about", "https://www.ycombinator.com/blog/qa-with-michael-carvin-cofounder-of-smartasset", "https://www.ycombinator.com/companies/smartasset"]