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SmartAsset

Marketplace connecting consumers to financial advisors

Company

Locations
New York, NY, USA / Remote
Team Size
210
Industries
Fintech, Consumer Finance
About
SmartAsset is an online destination for consumer-focused financial information and advice. Reaching approximately 59 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Additionally, SmartAsset powers SmartAsset AMP, 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 target client profile. Our algorithm matches consumers with up to three fiduciary financial advisors. In 2023, SmartAsset helped advisors close an estimated $34 billion.

Founders

A list of all active founders
NameTitleEmail
Michael Carvin
CEO