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.
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAsset AMP, a national marketplace connecting consumers to financial advisors.
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.
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.
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.
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 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 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.
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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.
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