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Helping people make smart financial decisions.

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

We Empower Users
Our financial insight empowers our users.
We Trust Each Other
We have trust in what we do and in one another.
We Rise & Adapt
We rise and adapt to deliver.
Data Fuels Our Decisions
Data shapes our goals and drives our actions.
We Collaborate
We value people's talent, ideas, and voices.

Our Leadership Team

Investors

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”

“supplies customized answers to users’ questions”

Awards and Recognition

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

2022

#81

YC Top Companies - 2022

Y Combinator
2021

Ranked 160th

Deloitte Technology Fast 500™

Deloitte
2021

The 30 Top Funded

The 30 Top Funded Black- and Latinx-Founded Companies in 2021

Crunchbase
2021

Ranked # 561 (top 11%)

Inc. 5000

Inc.
2021

Winner

LUMINARIES Class of 2021 - Thought Leadership — Programs, Products & Services

ThinkAdvisor
2021

Winner

Fintech Awards - Best Financial Planning Technology Company - New York

Wealth and Finance International
2021

Winner - Michael Carvin

Top 50 Financial Technology CEOs of 2021

The Financial Technology Report
2021

Winner - Michael Carvin

Entrepreneur Of The Year® 2021 New York

Ernst & Young LLP (EY)
2021

Winner (ranked # 47)

The Top 100 Financial Technology Companies of 2021

The Financial Technology Report
2021

Honoree

Websites and Mobile Sites: Financial Services/Banking

Webby Awards
2020

Honorable Mention (Content Series), Honorable Mention (Financial Services Campaign) - LC Launch

Content Marketing Awards

Ragan’s PR Daily
2020

Winner (7th in NYC, 10th in the Finance category and 32nd overall)

America's Best Startup Employer in 2020

Forbes
2020

Finalist / Listmaker
(Live Connections)

Best New Product

Benzinga
2020

Finalist

Best Wealth Management Solution

Finovate
2018

Top 100 Company

Top 100 Company

Y Combinator