We are committed to publishing the most accurate and actionable advice, personalized calculators and educational tools to help people navigate life’s big personal finance decisions.
What we do at SmartAsset
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAsset AMP, a national marketplace connecting consumers to financial advisors.
How we do it
Reaching approximately 75 million* people each month through educational content and personalized calculators and tools, SmartAsset is an online destination for consumer-focused financial information and advice. To extend our mission of helping people make smart financial decisions, we also operate SmartAsset AMP to assist our vast audience with the types of decisions that are best informed by financial planning professionals.
*As of September 2021.
How we help financial advisors
SmartAsset AMP is a national marketplace connecting consumers to financial advisors.
Building on SmartAsset’s relationship with millions of investors, SmartAsset AMP connects financial advisors directly with prospects who meet their ideal client profile. Our algorithm matches consumers with up to three fiduciary financial advisors based on (1) geographic location, (2) amount of investable assets, and (3) whether the RIA/IAR and the user are both willing to work remotely.
In 2023, SmartAsset AMP helped advisors close over $34 billion in assets. To learn more about how the platform helps advisors grow their business, click here.
Our Values
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We Empower Users
Our financial insight empowers our users.
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We Trust Each Other
We have trust in what we do and in one another.
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We Rise & Adapt
We rise and adapt to deliver.
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Data Fuels Our Decisions
Data shapes our goals and drives our actions.
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We Collaborate
We value people's talent, ideas, and voices.
Our Leadership Team
Investors
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And other smart investors.
Our content and calculators are seen by 75*million users each month
on SmartAsset.com, across our owned and operated channels and partner sites.
*As of September 2021.
Featured Coverage
“the smooth design of the software makes each calculation look simple”
“helping people learn to take control of their finances”
“makes it easy for visitors to understand the implications of their decisions”
“compare costs in your current location and your dream one”
“suppliescustomized answers to users’ questions”
Awards and Recognition
*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.
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2021
Ranked 160th
Deloitte Technology Fast 500™
Deloitte
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2021
The 30 Top Funded
The 30 Top Funded Black- and Latinx-Founded Companies in 2021
Crunchbase
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2021
Ranked # 561 (top 11%)
Inc. 5000
Inc.
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2021
Winner
LUMINARIES Class of 2021 - Thought Leadership — Programs, Products & Services
ThinkAdvisor
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2021
Winner
Fintech Awards - Best Financial Planning Technology Company - New York
Wealth and Finance International
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2021
Winner - Michael Carvin
Top 50 Financial Technology CEOs of 2021
The Financial Technology Report
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2021
Winner (ranked # 47)
The Top 100 Financial Technology Companies of 2021
The Financial Technology Report
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2021
Honoree
Websites and Mobile Sites: Financial Services/Banking
Webby Awards
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2020
Honorable Mention (Content Series), Honorable Mention (Financial Services Campaign) - LC Launch
Content Marketing Awards
Ragan’s PR Daily
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2020
Winner (7th in NYC, 10th in the Finance category and 32nd overall)
America's Best Startup Employer in 2020
Forbes
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2020
Finalist / Listmaker
(Live Connections)Best New Product
Benzinga
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2020
Finalist
Best Wealth Management Solution
Finovate
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2018
Top 100 Company
Top 100 Company
Y Combinator
122 East 42nd Street, Suite 4300, Contact the SmartAsset or SmartAsset AMP Teams
For all Financial Advisor or
Firm inquiries, please email:
smartadvisor@smartasset.com
For all press inquiries, please email:
press@smartasset.com
For all consumer inquiries, please email:
info@smartasset.com
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