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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

Michael Carvin
Michael CarvinChief 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.

Dave Jones
Dave JonesChief 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.

Meghan Lapides
Meghan LapidesChief 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.

Peter Silvio
Peter SilvioChief 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.

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.
  • BARRON'S logo
  • Business Insider logo
  • Yahoo! Finance logo
  • WSJ logo
  • U.S. News logo
  • MoneyTalks News logo
  • Forbes logo
  • CNN Business logo
  • CNBC logo
  • MarketWatch logo

Awards and Recognition

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.
  • 2022
    Award Logotype
    #81
    YC Top Companies - 2022
    Y Combinator
  • 2021
    Award Logotype
    Ranked 160th
    Deloitte Technology Fast 500™
    Deloitte
  • 2021
    Award Logotype
    The 30 Top Funded
    The 30 Top Funded Black- and Latinx-Founded Companies in 2021
    Crunchbase
  • 2021
    Award Logotype
    Ranked # 561 (top 11%)
    Inc. 5000
    Inc.
  • 2021
    Award Logotype
    Winner
    LUMINARIES Class of 2021 - Thought Leadership — Programs, Products & Services
    ThinkAdvisor
  • 2021
    Award Logotype
    Winner
    Fintech Awards - Best Financial Planning Technology Company - New York
    Wealth and Finance International
  • 2021
    Award Logotype
    Winner - Michael Carvin
    Top 50 Financial Technology CEOs of 2021
    The Financial Technology Report
  • 2021
    Award Logotype
    Winner - Michael Carvin
    Entrepreneur Of The Year® 2021 New York
    Ernst & Young LLP (EY)
  • 2021
    Award Logotype
    Winner (ranked # 47)
    The Top 100 Financial Technology Companies of 2021
    The Financial Technology Report
  • 2021
    Award Logotype
    Honoree
    Websites and Mobile Sites: Financial Services/Banking
    Webby Awards
  • 2020
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    Honorable Mention (Content Series), Honorable Mention (Financial Services Campaign) - LC Launch
    Content Marketing Awards
    Ragan’s PR Daily
  • 2020
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    Winner (7th in NYC, 10th in the Finance category and 32nd overall)
    America's Best Startup Employer in 2020
    Forbes
  • 2020
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    Finalist / Listmaker
    (Live Connections)
    Best New Product
    Benzinga
  • 2020
    Award Logotype
    Finalist
    Best Wealth Management Solution
    Finovate
  • 2018
    Award Logotype
    Top 100 Company
    Top 100 Company
    Y Combinator

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Contact the SmartAsset or SmartAsset AMP Teams

For all Financial Advisor or
Firm inquiries, please email:
smartassetamp@smartasset.com
or call: 1-800-592-5379

For all press inquiries, please email:
press@smartasset.com

For all consumer inquiries, please email:
info@smartasset.com

Are you looking for professional help with financial planning, retirement, taxes and more? SmartAsset's free tool can match you with vetted financial advisors who serve your area.

Here's how it works:

  • Answer these few easy questions, so we can find a match.
  • Our tool matches you with qualified, pre-screened advisors who can help you on the path toward achieving your financial goals. It only takes a few minutes.
  • Check out the advisors' profiles, have an introductory call on the phone or introduction in person, and choose who to work with.

Enter your Zip Code to find your matches:

Learn more

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