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 SmartAdvisor, 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 SmartAdvisor 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
SmartAdvisor is a national marketplace connecting consumers to financial advisors.
Building on SmartAsset’s relationship with millions of investors, SmartAdvisor 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 2020, SmartAdvisor helped financial advisors close more than $10 billion in new assets under management (AUM). To learn more about how the platform helps advisors grow their business, click here.
- We Empower UsersOur financial insight empowers our users.
- We Trust Each OtherWe have trust in what we do and in one another.
- We Rise & AdaptWe rise and adapt to deliver.
- Data Fuels Our DecisionsData shapes our goals and drives our actions.
- We CollaborateWe value people's talent, ideas, and voices.
Who we are
We are a team of techies, journalists and data nerds committed to bringing you transparency and accuracy no matter where you are in your financial journey.
Awards and Recognition
- 2021Ranked # 561 (top 11%)Inc. 5000Inc.
- 2021WinnerLUMINARIES Class of 2021 - Thought Leadership — Programs, Products & ServicesThinkAdvisor
- 2021WinnerFintech Awards - Best Financial Planning Technology Company - New YorkWealth and Finance International
- 2021Winner - Michael CarvinTop 50 Financial Technology CEOs of 2021The Financial Technology Report
- 2021Winner - Michael CarvinEntrepreneur Of The Year® 2021 New YorkErnst & Young LLP (EY)
- 2021Winner (ranked # 47)The Top 100 Financial Technology Companies of 2021The Financial Technology Report
- 2021HonoreeWebsites and Mobile Sites: Financial Services/BankingWebby Awards
- 2020Honorable Mention (Content Series), Honorable Mention (Financial Services Campaign) - LC LaunchContent Marketing AwardsRagan’s PR Daily
- 2020Winner (7th in NYC, 10th in the Finance category and 32nd overall)America's Best Startup Employer in 2020Forbes
- 2020Finalist / Listmaker
(Live Connections)Best New ProductBenzinga
- 2020FinalistBest Wealth Management SolutionFinovate
- 2018Top 100 CompanyTop 100 CompanyY Combinator