About Us | SmartAsset

What we do at SmartAsset

SmartAsset is an online destination for consumer-focused financial information and advice, offering educational content and personalized calculators and tools. The company also operates SmartAsset Advisor Marketing Platform (AMP), a national marketplace connecting consumers to vetted fiduciary financial advisors.

How we help financial advisors

SmartAsset is the nation’s largest marketplace connecting consumers to financial advisors.

Building on SmartAsset’s reach to millions of potential investors, SmartAsset AMP connects financial advisors directly with prospects who meet their ideal client profile. Available in three plan levels – Discover, Accelerate, and Scale – SmartAsset AMP allows advisors to access referral generation, nurture campaigns, technology assisted calling and automated texting, and live connections – all for a simple monthly subscription.

SmartAsset AMP will enable advisors to grow confidently at every plan level with clear expectations around bottom-line drivers like client conversion, meeting set rates, assets under management (AUM) targets, and more.

In 2024, SmartAsset helped advisors close over an estimated $30 billion in new AUM*. Click here to learn more about how the platform helps advisors grow their business.

How we help consumers

SmartAsset offers a variety of tools and educational resources to empower you on your path toward financial well-being and goal achievement, including financial advisor matches, as well as calculators, tools and educational resources for everything from home buying to retirement.

*The estimated AUM closed by advisors from SmartAsset referrals is based on the number of matches made between validated investors reporting over $25K in investible assets and advisors in 2024. Further, the calculation assumes: a 4% close rate (based on data collected from partners and industry benchmarks) and an average amount of assets per household of $1.15M, that was calculated from self-reported asset ranges in the advisor matching survey. The calculation is: Valid Matches*Average Assets Per Household*4% Conversion Rate.

Our Values

Our Leadership Team

Michael Carvin

Chief Executive Officer & Co-Founder

Michael’s expertise is in financial decision making. In the pre-SmartAsset days, Michael worked in private equity. He spent his time using financial models to help companies understand how to make better decisions. Michael believed the same models could help people improve their personal finance decision making, so he developed the patent-pending system that serves as the foundation for SmartAsset. Michael is a graduate of Princeton University.

Meghan Lapides

Chief People Officer

Meghan oversees the People team where she’s responsibilities for all aspects of human resources, including talent acquisition and management, onboarding, leadership development, compensation and benefits, culture and engagement, diversity and inclusion, and employee relations. Meghan brings more than 20 years of professional experience in HR and operational management for well-regarded organizations. She lives in Manhattan with her husband and twin boys.

Brian Bourque

Chief Marketing Officer

Brian brings over 20 years of marketing experience to SmartAsset, where he leads the marketing team across consumer, advisor, performance, and brand initiatives. As an early employee, he has played a pivotal role in driving SmartAsset’s growth through innovative marketing strategies — including creation of the now-legendary brand avatar, Buck. Brian lives in New York with his two children.

Dave Jones

Chief Financial Officer

As CFO, Dave oversees all aspects of finance and accounting. He brings deep expertise and competence in scaling dynamic organizations and driving operational improvements to fuel profitable revenue growth. With more than 30+ years of combined public accounting and private industry experience, Dave most recently served as CFO at Vroom. A graduate of Seton Hall University and a CPA, Dave resides in New Jersey with his wife and two daughters.

Peter Silvio

Chief Technology Officer

Peter brings more than 20 years of industry experience to SmartAsset, most recently serving as Chief Technology Officer at Shutterstock. Peter first joined Shutterstock in 2017 as VP of Engineering and Architecture, where he led the engineering organization. In 2019, he was promoted to Chief Technology Officer, responsible for carrying out the company’s key technology initiatives and vision. Before Shutterstock, Peter was the Global Head of Application Development and Platform Technology at Thomson Reuters. In his free time, Silvio enjoys doing DIY projects and spending time online gaming with his kids. He currently resides in Staten Island with his 3 children.

Buck

One Intelligent Donkey

I’m Buck, the most intelligent donkey you’ll ever meet. I work for SmartAsset, where we match folks with financial advisors who deliver real bang for your… do I have to say it? I may be a donkey, but I’m stubborn as a mule, and so I always demand the best solutions. My advice for American households? Don’t let your money graze on barren ground – I’ll point you to advisors who craft plans to build, manage and protect your wealth and family. For advisors, I’m the bridge who brings you clients ready to thrive under your expertise. So, ready to Buck the trend of mediocre money moves?